I currently work as an Administrator in the Investment team with a wide variety of responsibilities. This enables me to learn and develop new skills that will help my career to progress.My duties include but are not limited to:- Amending customer details on the systems- Corresponding with customers and colleagues to ensure all queries are answered clearly and concisely through a variety of channels- Issuing passbooks to customers- Ordering and preparing account… Show more I currently work as an Administrator in the Investment team with a wide variety of responsibilities. This enables me to learn and develop new skills that will help my career to progress.My duties include but are not limited to:- Amending customer details on the systems- Corresponding with customers and colleagues to ensure all queries are answered clearly and concisely through a variety of channels- Issuing passbooks to customers- Ordering and preparing account statements- Requesting and obtaining the correct documentation from customers as part of the account opening process via postal and online channels- Checking and recalculating interest payments on various account types- Processing transactions via a range of methods including telegraphic transfers and cheques Show less

My time as an Administrator in the Processing has allowed me to develop a new skill set. Although my time in this team was brief, I've learnt to manage high volumes of work on a daily basis as required.My duties included:-Logging customer details to ensure ISA transfers could be processed-Preparing maturity letters for dispatch on an ad hoc basis-Handling confidential information

My role as Office Manager came with increased responsibilities and I was confidently utilising skills I had learnt throughout my apprenticeship. I further developed my skills in learning what goes towards brand imaging from an internal and external perspective. l became very accustomed to various software systems and performed the following activities on a regular basis:- Acted as the gatekeeper on the phone system which meant I had to be effective at discerning appropriate… Show more My role as Office Manager came with increased responsibilities and I was confidently utilising skills I had learnt throughout my apprenticeship. I further developed my skills in learning what goes towards brand imaging from an internal and external perspective. l became very accustomed to various software systems and performed the following activities on a regular basis:- Acted as the gatekeeper on the phone system which meant I had to be effective at discerning appropriate calls- Scanning and filing confidential and non-confidential documents- Binding documents- Managing the meeting process- Updating email campaigns and scheduling them for distribution both in house and for clients- Scheduling social media posts- Proofreading client facing documents- Replenishing stationery stock- Generating and sending invoices - Managing delivery process both in house and for clients- Bookkeeping activities including bank downloads and reconciling payments to invoices Show less