Jo Robbins Email & Phone Number

Solihull

• Produced standard and Chair’s agendas for Board meetings• Created meetings, agendas and uploaded documents to Diligent (board package)• Attended Board meetings, in-house and using MS Teams and provided accurate comprehensive minutes, action trackers and assurance reports in a timely manner• Assisted with Board Member recruitment and induction• Co-ordinated all administrative work in relation to the official signing and sealing of legal documents and offered advice to colleagues on governance approaches• Provided full training to team members on the signing and sealing process• Created process maps showing the signing and sealing process• Set up and maintained office systems and governance registers • Communicated with the secretariat, other divisions of the Group, external agencies, board members and customers providing high quality standards of customer care • Produced a comprehensive procedure guide for my role and set up template emails to streamline processes• Implemented changes to systems to enhance efficiency within the team• Researched new governance guidance and produced findings documents

Solihull, West Midlands

• Produced test schedules for the team and undertook extensive testing on the new Scheme Accounting Module (SAM) prior to go-live• Produced flow charts in Visio to assist with Section 20 procedures• Collated property data to ensure cost coding was streamlined across the business• Familiarised myself with ArcGIS to map the association’s properties, combining areas and ensuring all descriptions and codes were linked and correct• Co-ordinated events including training and service charge project board meetings• Provided support for meetings including preparation of agendas, reports and minute/note as well as producing action plans and chasing actions

Midlands

• Provided a comprehensive service to three directors, planned, prioritised and delivered work to meet tight deadlines• Produced comprehensive procedure guide for the administration of company credit cards within the organisation and re-wrote the guide for credit card users • Created a comprehensive procedure guide for the role of Group Finance PA with detailed instructions for the effective transition for the new staff member• Proof read financial statements, ensuring all additions cross cast, notes agreed to references throughout the document, arranged signature of and ensured all filing deadlines were met• Reviewed and streamlined the online filing system for the team for retention and retrieval of documents• Analysed data provided for senior management team meetings and queried any issues in order to provide an update at the meeting• Produced agendas and took minutes at meetings, ensuring distribution within two days of the meeting and followed up on actions• Produced a risk assessment for the use of the finance department eliminating duplication across the department• Collated information for a number of bids and rating submissions ensuring all information was received, questions fully answered and documentation fully cross referenced to allow ease of review • Organised a variety of events including team away days and lender presentation days, assisted with producing presentations, ensured attendees were provided with all relevant documentation and obtained feedback after the event• Provided recruitment support for the finance team including negotiating terms with agencies, conducted interviews, assisted with interview preparation and produced a new starters information pack for new staff• Reviewed the finance manual and standing orders documents and reformatted to ensure consistency and to allow ease of use• Appointed, trained, managed and co-ordinated the work of the administrative team to ensure deadlines were met including restructuring

Leamington Spa

Warwick