Daniel Mulley Email & Phone Number

MBH is a small firm of four employees, so duties are expansive but include the following:Administrative:Post opening, distribution, scanningDatabase administrationTelephone call handling (clients/providers/business)Letter writingTechnical:Process writing; creating, updating and optimising processes which staff work toDealing (online/telephone); equities, UT/OEICs, ETF'sReport writing/editingFE Analytics researchSpreadsheet creation/optimisation, reporting to management with findingsMI data collectionMac network/computer maintenanceWebsite management

I began as office junior and worked my way up via various positions within the firm over the five years. I worked closely with paraplanners, advisers, dealers and administrative staff and management. Over the five years, my duties involved the followingAdministration:Basic administrative duties, database/record administration, provider/client chasing, letter writingDealing:As part of a dealing team, I placed deals on equities/ UT/OEICs/ ETFs over the phone and online on a daily basisTechnical:Trained in using Morningstar Workstation desktopSpreadsheet building (creating, optimising existing, sharing; reporting to management on a regular basis) Documenting processes for the company

Basic administrative duties;Post opening, distributing, frankingHandled telephone calls with clients/providersLetter writingUsed Swift databaseThe company were going 'paperless', so I scanned all archive and new files to the new filing system on Windows.