Administrator
CurrentAdministrator fixed term to initially support Tax Year End for the payments team. However was selected by the Income Team after supporting the team to get back in service post Tax Year End. Income Team were awarded Team of the Year that following January! Main duties: processing clients income requests. Liaising with Financial Advisors and clients for any outstanding queries or missing paperwork through phone and email. Mainly used systems Siebel & FnZ as well as payroll, outlook and Excel. Due to Covid worked remotely from home since March 2020. Have also through their Continuous Improvement initiative improved the processing checklist by cutting down processes that are not required since we have the information already. Also with the new FNZ system created an easy to read and user guide for all staff. I have an official certificate in Lean competence in the work place.