Heather Davidson Email & Phone Number

London, England, United Kingdom

London, United Kingdom

• Being the main point of contact for my Senior Executives in the London office, liaising with my colleagues globally to fit in with the many conflicting time zones. • Working as the Senior Global Executive Assistant, being on hand to assist the Personal Assistants and Support Staff when necessary, offering guidance and advice with any situations that may arise.• Managing extensive Global travel, ensuring that complex itineraries and Agendas are structured and concise.• Collating Board papers, ensuring all packs are available to my Executives ahead of meetings and all necessary papers are circulated to core members of staff• Extensive in-depth diary management, proactively prioritising all meetings on a daily basis• Ability to work on my own initiative, making decisions on behalf of my MDs• Proof read reports and presentations• Attend high level meetings taking minutes and actions• Draft responses to e-mails on Director’s behalf• Organising high level meetings, ensuring all documents are collated in advance through the icloud system• Processing complex expenses for MDs adhering to strict Travel Policy Guidelines• Responsible for setting up external client conferences and events• Building a large external Executive Assistant network in the Insurance Industry• Working with HR managing new recruitment and headcount decisions for the MDs office• Organising and arranging personal / family affairs

London, United Kingdom

• Main liaison point for the executive office and first point of contact for the Transaction Services business• Extensive in-depth diary management, proactively prioritising all meetings on a daily basis• Guiding and advising senior managers with process and policy, quality assuring the input of final numbers into the HR systems• Line Managing Personal Assistants, who support the wider team, holding personal review meetings to support their objectives• Managing extensive travel arrangements for the MD, both national and international • Processing Expenses for MD adhering to strict Policy Guidelines• Overseeing and authorising senior management expenses, monitoring exception reports against relevant cost centres and budgets• Building strong relationships with other personal assistants across the networking system• Managing Governance and Compliance systems across the wider team, running control reports to ensure compliance at all times• Organising and arranging personal / family affairs• Ability to work on my own initiative, making decisions on behalf of my MD• Recruiting personal assistants to support the management team, from advertising through to selection• Organising high level meetings, ensuring all documents are collated in advance through paper/digital applications• Attend high level meetings taking minutes and actions• Draft responses to e-mails on Director’s behalf• Responsible for setting up internal and external business events• Manage all HR queries and administration for the Managing Director’s office • Mentoring the clerical PA members in the team, guiding them through challenging times. • Management of annual pay and bonus budget implementation• Headcount tracking to ensure payroll is in line with budget

London, United Kingdom

To provide full EA/Business Manager support for the Global Head of Cash & Trade, Commercial Banking Key responsibilities include:• Management of a team of 5 Personal Assistants, ensuring best practice across the area and being a coach when needed• Recruitment of team support, from advertising through to selection• Proof read reports and presentations• Organising and taking part in Community events, away days and award ceremonies for the Senior Leadership team• Taking sole responsibility for a team of circa 300, dealing with all HR matters within the area inputting all changes for team members, keeping the structures up to date and compliant.• Monitor & Prioritise e-mails • Drafting responses to e-mails on Director’s behalf.• Maintain accurate files & records for reference, hard copies and computer based• Booking meetings, including all travel, accommodation and itineraries• Tracking and monitoring all requests to Team Leaders for my Director, ensuring the office runs smoothly at all times• Assist other associated Directors as required• Organising external functions including vetting venues, menus, prices etc. Liaising with catering and kitchen staff.• Attend high level meetings taking minutes and actions

London, United Kingdom

To provide excellent Customer Service to our customers being the initial and primary point of face to face contact within the Banking Hall. • Working as an effective team leader managing a team of 12 Personal Bankers across Portman Square Group and providing high levels of support to colleagues• Delivering consistent and positive advice to customers within the branch environment • Personal contribution towards strengthening customer loyalty• Complying with legal requirements, Codes of Practice and internal procedures (e.g. ID & verification for new customer acceptance• Ensuring Operational excellence• Contributing to branch sales targets. • Achieving personal sales and income targets • Accuracy in transactions