Scan First Team/Post Team Leader Transact
Team leader in the Workflow department of Client Operations. Daily tasks involved organising the team’s work, maintaining high levels of staff performance, ensuring deadlines were met whilst carrying out my own personal tasks and projects. These tasks included data entry onto spreadsheets, processing incoming post and assigning it to client operations via an electronic system and taking care of the company’s external storage procedure. Projects included testing new features to department specific software and development plans for team members. I also took care of any of the team’s customer enquiries from other departments.● Head of archive/scan first teams in the Workflow department● Manage one of three teams within the department with teams rotated on three month basis● Develop and progress staff. Arrange internal and external training with the aim to give exposure and pathways for team members● Create service level agreements with internal customers and ensure they are met on a daily, weekly and monthly basis by performance managing team members● Build and forge good working relationships with other departments● Handle, archive and ultimately be responsible for confidential company documents. Handling all internal requests for documents● Take part in systems analysis. Liaising with other departments to see how processes can be improved between Workflow and fellow departments● Liaise with storage company regarding collection and delivery of company files● Assisted in design, testing and implementation of internal archiving software● Design, change and implement archiving/scan first processes● Creation of daily spreadsheets sent to all staff members/investors showing daily financial incoming/outgoings.● Maintain 100% customer service● Microsoft Word, Excel and Outlook used on a daily basis