Sally Pilgrim Email & Phone Number

Sherborne

● Manage the insurance portfolio including household, travel, motor and corporate. Ensure appropriate levels of cover are maintained at competitive rates, handle renewals, claims and queries.● Undertake compliance duties, maintain statutory books, company secretarial records and other compliance records including PSC registers and GDPR registrations. Prepare and file confirmation statements at Companies House. ● Act as initial point of contact between London and Sherborne family offices.● Private healthcare - negotiate annual contracts for various companies and family members. Enrol new members when eligible, provide administrative support as required. Handle claims for family members.● Administer family and corporate mobile accounts ensuring tariff and service levels are regularly reviewed.

London

● Lead the marketing, leasing and management of multi-tenanted offices including liaising with letting agents, managing agents, solicitors and dilapidations surveyors. Total annual rental income approximately £1.2m. Co-ordinate rights of light claims with surveyors and solicitors● Signatory rights to private and business bank accounts. Process all invoices associated with running home and office, approximately £60,000 per month. Reconcile bank statements● Maintain cash flow forecast to ensure adequate funds available to run home and office● Manage petty cash for office and housekeepers, approximately £5,000 per month● Co-ordinate payroll including HMRC, holiday pay, private health, season ticket loans and maternity pay● Set up and manage auto-enrolment pensions ● Recruited personal assistant to provide maternity cover and housekeepers for holiday cover● Point of contact for domestic and office staff● Responsible for negotiation and implementation of mechanical and electrical maintenance contract● Miscellaneous projects, creating database to catalogue collection of antique fans, locate and instruct expert to provide opinion on artwork authentication, managed the upgrade and installation of £100,000 domestic residential security system● General PA duties including greeting visitors, arranging national and international travel, co-ordinating meetings, diary management, electronic and paper filing and archiving,

London, United Kingdom

Businessman with offices and homes in London, France, Tel Aviv and New York ● Liaised between employer and project team during £10m refurbishment of Mayfair home● Managed the letting to the Tunisian Ambassador of Mayfair apartment● Worked with accountants and 3 sets of lawyers to achieve within 10 days the partial sale and subsequent full sale of an apartment in order to minimise tax liabilities ● Managed the purchase, build, delivery and running of yacht in compliance with Maritime and Coastguard Agency regulations, via a tax efficient structure● Annual negotiation of contracts for utilities, maintenance for swimming pool and lifts, intruder, fire and flood alarms● Alongside IT consultants, purchased and installed server and computers, upgrading in line with technological developments and maintaining cyber security● Recruited accountant and housekeepers● Arranged family holidays to Ireland and sailing around the Greek Islands● Planned shipping of antiques to various homes around the world and loans to museums● Established and maintained effective working relationships with contemporaries in overseas offices

London, United Kingdom

Lloyd’s broker for specialist insurance● Represented employer at project meetings during the £2.3m and £7.5m refurbishment of two office buildings. Maintained cash flow planning and monthly payments to contractors● Managed the subsequent marketing, leasing and management of both properties● Established systems for electronic filing● Assisted Finance Director with design of first company website● Full range of PA duties

London, United Kingdom

UK contact office for Australian insurance company ● Set up office for new company including leasing office space, purchasing office equipment and sourcing all suppliers and implementing efficient systems● Organised corporate events ● Controlled the banking, ensuring optimum cash flow to settle all outgoings including office rent, salaries and general operating expenses● General PA duties included arranging extensive travel, shorthand and diary management● After the company was taken over, arranged the closure of the office, including closing bank accounts, supplier accounts and disposal of office contents