Gemma Wade Email and Phone Number

- Diary Management for a number of clients, across multiple time zones.- Inbox Management – implementing systems and procedures to ensure the smooth running of theaccount.- Travel organisation – flights, hotels, VISA applications, COVID testing etc.- Expense Management using a variety of systems – ReceiptBank (Dext), Expensify, Xero- Accountant Monthly preparation of funds for payroll and pension contributions- Management of my clients’ accounts, hours, requirements and… Show more - Diary Management for a number of clients, across multiple time zones.- Inbox Management – implementing systems and procedures to ensure the smooth running of theaccount.- Travel organisation – flights, hotels, VISA applications, COVID testing etc.- Expense Management using a variety of systems – ReceiptBank (Dext), Expensify, Xero- Accountant Monthly preparation of funds for payroll and pension contributions- Management of my clients’ accounts, hours, requirements and implementing new ideas of how theclient and I can work better together.- Invoicing for client services – using Xero- Maintenance of HR systems- Organisation of Training Programmes within the year, from invitations to training materials.- General Admin – filing of emails, preparation of documents such as NDA’s, contracts etc.- Tracking documentation – ensuring that works for clients are completed in a timely manner and recorded- Website Maintenance Show less

FYXER provides SMEs and entrepreneurs with the benefits of having full time, dedicated assistance but without the often unjustifiable costs. Each client has a dedicated “Fyxer” who manages their clients needs remotely, yet personally. FYXER is here to let you concentrate on the things you do best. It creates time. It costs less than the alternative. And it's revolutionising the way SMEs and entrepreneurs do business.http://www.fyxer.co/ FYXER Bio:I enjoy working within a team of… Show more FYXER provides SMEs and entrepreneurs with the benefits of having full time, dedicated assistance but without the often unjustifiable costs. Each client has a dedicated “Fyxer” who manages their clients needs remotely, yet personally. FYXER is here to let you concentrate on the things you do best. It creates time. It costs less than the alternative. And it's revolutionising the way SMEs and entrepreneurs do business.http://www.fyxer.co/ FYXER Bio:I enjoy working within a team of people and am very much a people person, offering support and assistance whenever I can.I have extensive assistance experience including complex Inbox & Diary management, extensive travel arrangements and all manner of administrative task both in London and abroad. I am a very hard working person with a "can do attitude" to ensure my work is completed efficiently and within a timely manner. I have worked in a number sectors including Finance, Healthcare, Oil & Gas, Technology and Emerging Markets and can confidently adapt to any sector or challenge. I have extensive Microsoft Office experience and a sound knowledge of the G Suite also. Show less

Duties & Responsibilities Diary Management - Maintain and proactively manage multiple, busy Outlook diaries Organisation of complex Global travel schedules and visas Notify Analysts of meetings occurring that could be of interest for their sectors Provide administrative support to 7 Research Analysts and 1 Portfolio Manager within variousIndustries and Country Coverage Stock Analysis for Analysts funds – highlighting significant stock movements using Bloomberg and… Show more Duties & Responsibilities Diary Management - Maintain and proactively manage multiple, busy Outlook diaries Organisation of complex Global travel schedules and visas Notify Analysts of meetings occurring that could be of interest for their sectors Provide administrative support to 7 Research Analysts and 1 Portfolio Manager within variousIndustries and Country Coverage Stock Analysis for Analysts funds – highlighting significant stock movements using Bloomberg and Google Finance Organise broker, company and internal / external meetings and update to internal systems foradditional company employees to sign up to Schedule, prepare and distribute Stock appropriate information for meetings Completion of expense reports for all 7 Analysts and 1 Portfolio Manager under my coverage Creation and maintenance spreadsheets and Outlook diaries containing company reporting dates and Earnings Conference Calls Organise, prioritise and effectively manage daily work load Effectively handle telephone calls and emails for the Investment team and colleagues Maintain Global co-ordinators Inbox for Broker and Company Meetings Offered to the team Collate relevant Meetings Offered into Excel with meeting details and distribute to entire GlobalTeam Ensure files on companies are kept up to date -both Internal Systems and Hard Copy Files Liaise extensively and professionally with internal/external contacts Print reports and broker research for the Investment Professionals Work effectively within a team and provide cover and assistance to colleagues when required Show less

Duties & Responsibilities Assist in the management and administration of 50 Coordinators Log Absence/ Lateness of Coordinators Maintain and update Coordinator Cover Log Coordinator Holidays and approve request Manage Managers Diaries Arrange monthly 1:1 meetings with Managers direct reports Arrange training courses for Coordinators and Managers Expenses submitting for Managers as Proxy Expenses approving for Investment Professionals and Analysts… Show more Duties & Responsibilities Assist in the management and administration of 50 Coordinators Log Absence/ Lateness of Coordinators Maintain and update Coordinator Cover Log Coordinator Holidays and approve request Manage Managers Diaries Arrange monthly 1:1 meetings with Managers direct reports Arrange training courses for Coordinators and Managers Expenses submitting for Managers as Proxy Expenses approving for Investment Professionals and Analysts Running internal database meeting stats and issuing to all the Analyst Liaising with HR regarding confidential matters regarding the Coordinators Update Broker Coverage sheet with any changes to positions in the market Schedule interviews for the managers Update the Organisational Charts Show less

Duties & Responsibilities Generating Leads from Candidates, conducting shortlists and Interviewing. Supporting Senior Consultants, developing skill and expertise.Responsible for planning and organizing work loads in accordance with established procedures, inorder to achieve agreed objections. Business Development calls and meetings. Conducting candidate meetings Discovery business tasks Conducting Bids and Tender Phone Calls/Meetings Assisted in the… Show more Duties & Responsibilities Generating Leads from Candidates, conducting shortlists and Interviewing. Supporting Senior Consultants, developing skill and expertise.Responsible for planning and organizing work loads in accordance with established procedures, inorder to achieve agreed objections. Business Development calls and meetings. Conducting candidate meetings Discovery business tasks Conducting Bids and Tender Phone Calls/Meetings Assisted in the marketing of Hudson – with new ideas for Marketing Campaigns Show less

Duties & Responsibilities Travel Arrangements for Allen & Overy employees across the world to travel to Dubai. Personal Assistant to Business Service Manager of the Middle East- Providing Diary Management- Liaising with Office Juniors regarding their workloads- Assisting in scanning and filing of historic Legal Cases- Document Preparation for Office- Answering of calls- Assisting Finance with chasing of invoices Arranging Corporate Hotel Agreements on… Show more Duties & Responsibilities Travel Arrangements for Allen & Overy employees across the world to travel to Dubai. Personal Assistant to Business Service Manager of the Middle East- Providing Diary Management- Liaising with Office Juniors regarding their workloads- Assisting in scanning and filing of historic Legal Cases- Document Preparation for Office- Answering of calls- Assisting Finance with chasing of invoices Arranging Corporate Hotel Agreements on behalf of Allen and Overy Reception Cover- Switch Board- Room Bookings- Providing Refreshments for guests- Conference Call set up- Client Liaison Show less

Duties & Responsibilities Providing comprehensive day to day administrative support for three wealth management advisers, together generating c.£600,000 p.a. of client fee/commission revenue First point of contact for clients in resolution of all administrative issues, to allow advisers to focus on client advice and business generation On behalf of clients, progressing outstanding administrative issues with investment and pension companies in order to ensure swift resolution… Show more Duties & Responsibilities Providing comprehensive day to day administrative support for three wealth management advisers, together generating c.£600,000 p.a. of client fee/commission revenue First point of contact for clients in resolution of all administrative issues, to allow advisers to focus on client advice and business generation On behalf of clients, progressing outstanding administrative issues with investment and pension companies in order to ensure swift resolution Business submission – dealing with external providers and clients ensuring that advisers focus is to write the business Prioritise my workload to ensure that my time is spent efficiently to ensure the smooth running of my advisers business and end of month commission targets Liaising with clients and external providers on non advice based queries Update all three advisers throughout the month of commission figures to ensure that their monthly targets are met Covering for advisers – when their own Administrative Support is out of the office to ensure that the company standard is adhered to Preparing Annual Valuations for client meetings and servicing purposes Arranging client and external provider meetings for three financial advisers Booking of rooms in-house for client meetings and external provider functions Processing expense claims for three financial advisers allowing advisers time to be focused on business generation Coordinate sophisticated travel bookings and Itinerates Diary management for all three advisers Create PowerPoint presentations for BBC and GSK Seminars Organising Visitors pick ups and meeting rooms etc Show less

Duties & Responsibilities – Opening of the branch - Being responsible for taking keys, carrying out Branch Security checks andthe carrying of Alarm Codes Account Opening – Checking UK Status, recording identification – for anti- money launderingspurposes, observing the Data Protection Act Cashiering which would include the taking of monies in and out balancing cash at the end of the dayand processing of a system called Portrait to generate discovery business.… Show more Duties & Responsibilities – Opening of the branch - Being responsible for taking keys, carrying out Branch Security checks andthe carrying of Alarm Codes Account Opening – Checking UK Status, recording identification – for anti- money launderingspurposes, observing the Data Protection Act Cashiering which would include the taking of monies in and out balancing cash at the end of the dayand processing of a system called Portrait to generate discovery business. Bankage Officer – Responsibility for balancing the branches cash daily, ensuring that the moneyheld within the branch was not above insurance levels and the counting and bagging of coinage Conducting interviews with customers dealing with delicate issues i.e.deaths, bankruptcy andoverdrafts Dealing with third parties eg Financial Advisers and Credit Card companies Whilst at Nationwide I was awarded with Employee of the Month – for my outstanding work attitudeand consideration towards other colleagues Show less