Represented office personnel and Accountancy Firm  in regular client correspondence.Prepared month end invoices and communicated with clients to facilitate timely payments.Filed statutory documents with external bodies.Built up working relationships with high level clients in order to communicate with them to meet important deadlines.Gathered  relevant documentation in order to set up new clients - carried out Anti-Money Laundering (AML) checks.Efficiently scheduled meetings, appointments and travel.Greeted visitors and appropriately directed to meeting rooms.Managed daily calendar for Firm Partner and Consultant.Increased meeting efficiency by developing agendas to maintain flow.Coordinated staff travel arrangements and gathered documents for management and executive staff meetings and trips.Handled and distributed all incoming and outgoing post.Answered daily phone calls and transferred calls to appropriate manager/Partner.

I played an important role in the customer service team. I was responsible for resolving complex queries across various pension types and validating client's data entry. By maintaining excellent standards of service through attention to detail I was able to resolve customer issues quickly and propel client retention. I frequently liaised with financial advisers, employers and their work force leading to extensive positive feedback for my services. I was delegated to train new employees. It was recognised that I retain information quickly, I am considerate of others and can concentrate on my team in conjunction with my own duties when given leadership responsibilities. Due to a rapid decrease in employees after many redundancies, I showed commitment to the team and was a critical member until the end. An increase in workload enhanced my ability to work under pressure while working to the tight final deadline.

I was responsible for responding to customers queries in a timely manner through liaising with healthcare professionals. I then ensured orders were processed accurately and filed in accordance with customer care procedures.

Through specialist programs I was responsible for international store payment reconciliation. I worked extensively with excel and communicated with international stores in order to gather up-to-date store information.

I was the face of the business, over the phone and in person. I was responsible for all customer queries and complaints while also dealing with reconciliation and invoicing.

I managed all retail staff and was responsible for the daily running of the store, including opening and closing.