• Analyzing financial data and making conclusions.• Involved in producing and analyzing year end financial accounts• Helping to produce the companies’ tax return• Assisting in bank reconciliations.• Completion of Personal Tax Returns.• Working with Sage 50• Administering payrolls and Pension• Data Entry tasks using tools and packages: Sage, Payroll Manager, Tax calc ,and MS Excel.• Preparation and submission of VAT returns.

Help to maximise sales for the store and across wider channels.Provide first class customer experienceCarry out stock management and store operation processes to help minimise risk and costsGreet, assist and sell to customersOperate till and handle financial transactionsAssist with deliveries and stock handling as directedContinually develop an understanding of the company’s culture, products, ethical initiatives, other areas of business, and reflect this in everyday performance

Displayed strong communication skills when dealing with enquiries on the phone and face to face from a diverse range of service users, many of whom do not speak English as a first language,was even responsible for re-directing calls, taking messages, sending faxes, filing, photocopying, handling cash, cheques, and bookkeepingTook room bookings and liaise with the booking manager.Ensured messages are passed on promptly to the staff team and distribute internal post.

Experience of working with financial products like Equity, Derivatives, Life and General Insurance, Mutual Funds, Loans & Fixed Savings.Developed effective relationship with significant clients to ascertain rendering of quality service and achieving customer delight for business retention/enhancement.Provided high net worth individuals(HNIs) with tailored financial product categories with the goal of sustaining and growing long-term wealth. Understanding risk profile of client and recommended suitable stock portfolio & managing portfolio composition as per the requirement.Updating client’s changes in stock recommendations also preparing MIS & client level reports using MS Excel spreadsheet.was responsible for ensuring training about the newly launched products in the financial industry to the clients using MS PowerPoint Presentations. Created and modified documents such as invoices, reports, memos, letters and financial statements using word processing, spreadsheet, database and/or other presentation software such as Microsoft PowerPoint.Liaised with Customers on a regular basis by phone and email using the range of online databases.Performed general clerical duties including data entry, photo copying, faxing, mailing, filing, dealing with general queries, answering phones, arranging team meetings, and minute taking with in meetings.