Ivan S. Email & Phone Number

Bristol, GB

Bristol, England, United Kingdom

• Managing Investment Portfolio Transfer Requests
• Managing ISA Subscription Requests
• Check and Raise Feedbacks for Accreditation
• Setting up and Closing of Standing Orders for InvestmentArchitect of the ensuing Management Information:
• Developed a comprehensive Invest ISA Product Metrics Report which inform strategic decision-making, identify trends, and provide actionable insights for optimizing operations performance and client centric solutions..
• Engineered a Health-checking system across diverse processes

Bristol, United Kingdom

• Produced precise credit documentation for Investment Backed and unsecured lending, ensuring compliance with regulations in a timely manner.
• Collaborated with Private Bankers, Credit Risk, Charged Securities, and Lending Risk Management to ensure accurate and punctual delivery of lending agreements.
• Conducted investigations related to complaints and errors, contributing to resolution strategies.
• Delivered training to new team members and provided feedback on first-time yield to enhance operational efficiency.
• Formulated Standard Operating Procedures for streamlined processes and adherence to industry standards.
• Ensured accuracy in lending agreements through meticulous checks before disbursing funds to clients.

Bristol, United Kingdom

• Spearheaded the timely creation of purchase order requisitions (POR) in strict adherence to a 24-hour Service Level Agreement (SLA)
• Advise and ensure POR’s are raised in line with procedure and in the correct format
• Proactively managed a PO Helpdesk, effectively addressing and resolving operational queries. Took on supplementary responsibilities as needed

Bristol, United Kingdom

• Reconciled accounts to statements, identifying and resolving discrepancies.
• Managed Aged Creditors, maintaining organized records of outstanding payments.
• Generated Cashflow, Profit and Loss statements for insightful financial analysis.
• Processed payroll with attention to detail and adherence to timelines.

Bristol, United Kingdom

• Updated and Raised Sales Invoice
• Updated the Budget Sheet against Sales Invoice
• Other duties as required