Samuel West Email & Phone Number

England, United Kingdom

London, England, United Kingdom

As a Senior Fund Administrator I was involved in all day to day functions, including running and checking the daily Cash Reconciliation, making payments and posting transactions within a double book keeping format, as well as reviewing other colleagues work before putting it before clients. I handled in-depth client queries ranging from the reporting tools.

Aylesbury, Buckinghamshire, United Kingdom

• Passed CISI Financial Regulation
• Promoted from Investment Dealing Associate as I have a clear flair for problem solving and attention to detail
• Day to day work involves quality checking associates across departments – call listening, reviewing responses, reporting daily
• My findings have been used to adapt and improve framework used throughout the company – this involved liaising with senior members of numerous departments and the CEO
• Presented to large groups of associates on how to implement quality improvements - what are the best ways to improve quality and how
• Selected as the Project Manager for the introduction of Stella Connect – this entailed the organisation of multiple teams to test the new software before the project went live. This made The Share Centre the first.

Aylesbury, Buckinghamshire, United Kingdom

• Passed CISI Introduction to Securities and Investment
• Negotiated the purchasing and selling of shares, funds, gilts and more over the phone
• Provided expert knowledge to customers regarding clientèle finances, e.g. Capital gains tax allowances, ISA allowances and dividend information
• Worked extensively with three separate services to provide the best deals for clients
• Worked with IFA’s and experienced clients - regularly asked to coordinate high value deals
• Covered the administration side of work – review the validity of certificates we received, wrote rejection letters for those we could not deal for

6 months travelling the rest of Asia, visiting Thailand, Vietnam, The Philippines and many more. Took on shift work at a bar in Goa, India, immersing myself into the culture, and meeting fellow travellers.

Huizhou, Guangdong, China

• Taught the English language to students aged 2-18 for a year and a half
• Presentations at shopping malls, developing public speaking skills and inter-personal relations
• Private tuition with some students
• Learnt basic Mandarin through interaction and courses (Earning HSK 3 – Chinese speaking qualification)
• Immersed myself fully into the Chinese culture

Hemel Hempstead, United Kingdom

• Summer job for 2 years
• Running group activities for all ages daily
• Gained qualifications to run an array of activities
• Upkeep of the centre itself