During my time with Powerwall I worked as part of the sales team, manning a busy trade counter and inputting sales orders on to the in-house system. It was my responsibility as sales administrator to mange orders from start to finish, checking stock levels and making sure deliveries were out on time. I was also responsible for cashing up at the end of every day.

I was employed with Lifetime Planning on a temporary basis to assist them during a busy Christmas period. My duties included:• Taking mortgage application from submission stage through to completion• Leasing with clients to obtain relevant ID and address verification documents• Processing payment through the PDQ machine• Updating clients and advisors on application progress• General office duties

Frontline is a fast paced and busy environment with 24 consultants. My duties included:• Document preparation into company’s house style and quality check• Report processing and distribution• Answering telephone dealing with customer queries• Travel, hotel, conference and event booking, negotiation and management• Research, data input and management and use of analysis tools, eg SurveyMonkey and SNAP• Negotiating and ordering of stationery and supplies• Database maintenance• Opening and distribution of mail and organising couriers• Finance, e.g credit card records and reconciliation, petty cash and invoicing• Server management• Meeting/greeting of clients

I was employed as an office junior after leaving secondary education. Working at Westwood developed my skills and ability with on the job training and through this I was promoted toAdministration Assistant. My duties included:• Meeting/greeting of clients• Audio typing – minutes of meetings/agendas• Arranging appointments for client meetings• Submission and completion of mortgages/insurance application• Pursuing mortgage/insurance lenders for updates re applications• Pursuing companies for various client information• Stock ordering and tracking• Responsible for training of office junior• Mail handling and distribution including using company’s franking machine• Contacting clients on a regular basis with update and requirements• Upkeep and maintenance of personal diary• Upkeep and maintenance of Financial Advisors diary’s making sure they meet their targets and carry out tasks• Initial point of contact for customer complaints, delegate to relevant person and follow up with formal complaint procedure• Issuing chaser letters to clients/companies for outstanding information• Preparing files for client meetings, making sure advisor has all relevant paperwork andDocumentation