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 we offer to transactional questions, and had to manage multiple clients expectations. Key responsibilities - Building client relationships tailored to their specific needs - Reviewing work from team members to ensure it is of the expected standard and level of practise - Readying investment deals from the Nominee’s perspective, getting legal documents and funds in order Key achievements/projects - Kept close relationships with clients and the successful on-boarding of significant new clients - Improved the dealing and payments process to provide a smoother, more rounded experience - Worked closely with our client solutions team to improve our in house work-flow system

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 financial institution in the UK to successfully integrate this into our system• Was provided a wider look at a company structure, understanding what, how and why deals proceeded

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• Keen to take on multiple responsibilities – trained new staff, undertook the statistics, help populate monthly SLA’s• Regularly trusted with difficult problems, continually dealing with them efficiently and appropriately• Many ideas passed and approved by higher management – when looking to implement, my calls were used as examples on how to best deal with the problems I raised

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