Sarah Patching Email & Phone Number

I am currently working for Towry as a Pensions Associate in the banking team & I am employed within this position under a 6 month fixed term contract.Day to day will generally be the same but i will be required to undertake adhoc tasks as & when required to do so.Usually my first task will be to produce the daily money movement reports for the company accounts (this is produced via SAP database), this enables the rest of the team to see if any payments they are waiting for or… Show more I am currently working for Towry as a Pensions Associate in the banking team & I am employed within this position under a 6 month fixed term contract.Day to day will generally be the same but i will be required to undertake adhoc tasks as & when required to do so.Usually my first task will be to produce the daily money movement reports for the company accounts (this is produced via SAP database), this enables the rest of the team to see if any payments they are waiting for or expecting have been received & then are able to process these.I will also reconcile 9 company trustee accounts manually to ensure they balance & there are no discrepancies.Should there be discrepancies i will investigate what they are & what would have caused these, this can sometimes be a lengthy & involved process.I also bank any cheques received into the department.I also produce & release Annual Policy Fee letters & Invoices. This information is gained monthly via the SAP Customer database. I will check each clients trustee account to see if there available funds to deduct to pay their annual fee.The number of clients on each invoice run will vary but is normally between 100 & 150 policies.If i am able to take the funds, i will do so & release a statement to the client confirming the payment has been taken.In the instance that i am not able to deduct the payment i will correlate a spreadsheet of clients & produce a letter requesting this, i will also sent an invoice & disinvestment paperwork. This process can require vast investigation & can be very time consuming due to the volume of clients involved.Currently, i am undertaking further training which includes Payroll, Tax calculation & other banking aspects to expand my knowledge. Show less

Bracknell

I am currently working for Towry as a Pensions Associate in the banking team & I am employed within this position under a 6 month fixed term contract.Day to day will generally be the same but i will be required to undertake adhoc tasks as & when required to do so.Usually my first task will be to produce the daily money movement reports for the company accounts (this is produced via SAP database), this enables the rest of the team to see if any payments they are waiting for or… Show more I am currently working for Towry as a Pensions Associate in the banking team & I am employed within this position under a 6 month fixed term contract.Day to day will generally be the same but i will be required to undertake adhoc tasks as & when required to do so.Usually my first task will be to produce the daily money movement reports for the company accounts (this is produced via SAP database), this enables the rest of the team to see if any payments they are waiting for or expecting have been received & then are able to process these.I will also reconcile 9 company trustee accounts manually to ensure they balance & there are no discrepancies.Should there be discrepancies i will investigate what they are & what would have caused these, this can sometimes be a lengthy & involved process.I also bank any cheques received into the department.I also produce & release Annual Policy Fee letters & Invoices. This information is gained monthly via the SAP Customer database. I will check each clients trustee account to see if there available funds to deduct to pay their annual fee.The number of clients on each invoice run will vary but is normally between 100 & 150 policies.If i am able to take the funds, i will do so & release a statement to the client confirming the payment has been taken.In the instance that i am not able to deduct the payment i will correlate a spreadsheet of clients & produce a letter requesting this, i will also sent an invoice & disinvestment paperwork. This process can require vast investigation & can be very time consuming due to the volume of clients involved.Currently, i am undertaking further training which includes Payroll, Tax calculation & other banking aspects to expand my knowledge. Show less

Alton

I worked within the accounting team as a Finance Administrator; however, this was a temporary position.I would undertake supporting tasks for them. These were mainly administration based but, as & when needed; i will also answer telephone queries.The tasks I was given varied each day & i was required to work flexibly to accommodate the jobs that needed doing.Predominately i would use Sage & Excel, The work included: Reconciling multiple customer accounts, matching purchase… Show more I worked within the accounting team as a Finance Administrator; however, this was a temporary position.I would undertake supporting tasks for them. These were mainly administration based but, as & when needed; i will also answer telephone queries.The tasks I was given varied each day & i was required to work flexibly to accommodate the jobs that needed doing.Predominately i would use Sage & Excel, The work included: Reconciling multiple customer accounts, matching purchase orders with invoices & chased any outstanding or unpaid payments,undertook various different administration tasks as & when needed to, Producing & printing invoices for single or multiple accounts,I would undertake a high volume of investigation work, looking into back dated payments that weren’t matched to accounts or missing payments to try as ascertain why they weren’t matched/missing.I would also generate reports, answer queries from suppliers/customers via a mailbox, create & manage spreadsheets, & give general support where needed to the other members of the team.Accuracy & the ability to work under tight deadlines was key to the smooth running of the department due to the invoicing time frames in place. Show less

My most recent position was working as a sales administrator for M86 Security.My day to day tasks where to offer administration support to the sales team as & when they would need it, undertake general administration tasks for the UK & European office, organising schedules for meetings within the office & with external clients, processing purchase orders & balancing the weekly commission statements. I would also be required to travel to meet with distributors on a regular basis. This… Show more My most recent position was working as a sales administrator for M86 Security.My day to day tasks where to offer administration support to the sales team as & when they would need it, undertake general administration tasks for the UK & European office, organising schedules for meetings within the office & with external clients, processing purchase orders & balancing the weekly commission statements. I would also be required to travel to meet with distributors on a regular basis. This role was very fast paced due to being within a sales environment, organisation & good time management were key as I was given weekly deadlines I had to meet. Good communication skills were essential when dealing with the European offices, being clear & concise when speaking over the phone or email was very important to ensure we had a good working relationship.I was only at M86 for short period of time as the company was acquired & then due to a restructure I was made redundant I decided not to look for work immediately following my redundancy. Show less

For just over 3 years I worked as part of the IFA service centre.The role involved dealing with both customers and financial advisors on a day to day basis, within a team of 20 people.Throughout the day I was required to complete a variation of administration whilst also taking phone calls.The role demanded each team member to have a competent knowledge around the pensions industry and the products Axa wealth offers, whilst also being able to navigate through various different… Show more For just over 3 years I worked as part of the IFA service centre.The role involved dealing with both customers and financial advisors on a day to day basis, within a team of 20 people.Throughout the day I was required to complete a variation of administration whilst also taking phone calls.The role demanded each team member to have a competent knowledge around the pensions industry and the products Axa wealth offers, whilst also being able to navigate through various different systems and being attentive to each individual IFA or customer.Good organisation, attention to detail, keeping calm under pressure & good communication skills where vital to this role due to the sensitive nature of the information I dealt with & released day to day.It was also important that each individual within the team is took ownership of their own queries and followed them through till a solution had been found – this could involve some amount of investigation work with other teams and senior members of staff.Another essential part of the role was being able to provide the customer or IFA with what they required on a “one and done” basis – i.e. being able to complete the customer’s request on the same day it is requested, my team would pride themselves on being able to give this kind of turn around time.Whilst working for Axa wealth I became a valued member of the team, I was the key trainer for all new staff to the team, breach co-ordinator & helped to develop a retention project. I enjoyed working for Axa wealth but had reached as far as I could progress within the team, I would have liked to work as a senior for the IFA Service centre, however, there were no opportunities for this position & I felt it was the right time to move on. Show less

Aat Level 2 Certificate In Accounting, Accounting

Home Learning course to gain AAT Level 2

Gcse, Gcse

8 GCSE's A-C