Val Chambers Email & Phone Number

London, United Kingdom

Worked directly with a large team of Divisional Directors / Investment Managers / Admin Assistants. Client portfolio net worth approx. £800m+. Diary management ie. organise client meetings, travel, accommodation etc and provide administrative / secretarial support to ensure a smooth and efficient service to high-income investors.CAREER ACHIEVEMENTS / RESPONSIBILITIES*Worked with a team of 16, including 7 Divisional Directors and Investment Managers.*Supervised secretarial team who handled mail merges, audio/copy typing, minutes, file notes, letters. *Co-ordinated hospitality client meetings (internal/external & lunches), travel (currency orders), flights/accommodation.*Managed holiday records, absence and lieu days for the team, expense reimbursement, gift log, journal subscriptions, and diary management. Organised set up of team calendars for senior executives.*Time Management. Prioritised workload to ensure efficiency of output in the face of regular deadlines and conflicting demands from senior management*Problem-solving from office matters to last minute changes for client meetings or travel schedules.*Oversaw the administration and set up of new and closed client accounts.*Collaborated with departments within Group in solving client issues including verification of addresses and money laundering documentation. Set up bank details including standing orders, income payments, and processed CHAPS/BACS/Swift or cheque payments at the request of clients.*Organised work experience programmes for intake of graduates, college and secondary school students to broaden their awareness within wealth management.*Social Event Co-ordinator who organised annual team Christmas lunches and quarterly events to boost team morale.*Executed dealing trades using the OMS system.*Client database updated.*Order and distribution of office stationery.*Screened telephone calls, and dealt with enquiries in the absence of management.

London, United Kingdom

PA to Personal Banking Manager in Private Banking. Diary Management. Assisting clients with their banking needs ie. investments, mortgages, etc. Sales figures monitored to ensure all objectives were met through client meetings by the PBM. Team leader to a secretarial team overseeing training/development skills where required.

London, United Kingdom

PA to Head of Audience Research. General secretarial duties. Collation of viewing statistics to obtain public comments of the programmes viewed.

London

PA to Managing Director (Publisher). Diary management ie. arrange conferences/meetings on behalf of MD. Assist management with the day-to-day affairs of the company as well as dealing with personnel issues. Book-keeping and time management.