Wendy Lee Email & Phone Number

Leeds, United Kingdom

• Maintain accurate financial records for the company, including accounts payable, accounts receivable, general ledger entries and bank accounts.• Accurately review and process purchase and supplier invoices to the accounting system.• Resolve and manage any supplier or client queries promptly and professionally.• Perform bank/credit card reconciliations, investigating and resolving any discrepancies. • Prepare and run supplier payments.• Coordinate the monthly staff payroll,… Show more • Maintain accurate financial records for the company, including accounts payable, accounts receivable, general ledger entries and bank accounts.• Accurately review and process purchase and supplier invoices to the accounting system.• Resolve and manage any supplier or client queries promptly and professionally.• Perform bank/credit card reconciliations, investigating and resolving any discrepancies. • Prepare and run supplier payments.• Coordinate the monthly staff payroll, pension submissions and PAYE to HMRC.• Regularly review trade payables and trade receivable ledgers.• Update the company’s monthly Statement of Profit and Loss for Director with analysis.• Produce and distribute monthly client statements and resolve any queries. • Assist external accountants with year-end closing procedures.• Responsible for company compliance, registration to relevant industry bodies and completion of due diligence checks.• General business and operational support to ensure client and customer satisfaction. Show less

Leeds, United Kingdom

Worked on a number of projects with other colleagues, including the winding up of a pension scheme, benefit audit rectifications and working on Excel to reconcile large datasets of member's GMP to achieve project KPI requirements.* Checked standard letters that are to be sent out to scheme members for accuracy and quality. *Checked GMP reconciliation casework, templates of queries that are sent to HMRC and GMP rectification data for a number of schemes which involves the use of… Show more Worked on a number of projects with other colleagues, including the winding up of a pension scheme, benefit audit rectifications and working on Excel to reconcile large datasets of member's GMP to achieve project KPI requirements.* Checked standard letters that are to be sent out to scheme members for accuracy and quality. *Checked GMP reconciliation casework, templates of queries that are sent to HMRC and GMP rectification data for a number of schemes which involves the use of Excel formulae and large datasets.* Monitored and maintained incoming workflow and controls around scheme tasks as required.* Supported and assisted teams in other parts the business when required, such as helping with writing GMP reports helping reach service delivery requirements.* Obtained quality checking scores that are consistently above the 5% target. Show less

Leeds, United Kingdom

Worked within a small Pensions Project team on the winding up of a large Business Services Company, helped with transfers out of a Scheme and the administration of a Scheme before it was due to go into the PPF. I would occasionally have helped other parts of the department, such as doing GMP cases to help with their workload.*Checked forms to ensure they have been correctly completed, inputting of member's data on the system stating their choice and dealing with member inquiries on the… Show more Worked within a small Pensions Project team on the winding up of a large Business Services Company, helped with transfers out of a Scheme and the administration of a Scheme before it was due to go into the PPF. I would occasionally have helped other parts of the department, such as doing GMP cases to help with their workload.*Checked forms to ensure they have been correctly completed, inputting of member's data on the system stating their choice and dealing with member inquiries on the wind up of the Scheme.*Administered the transfer of pensions from one Scheme to a different provider.*Wrote letters to members for a range of matters, such as confirming their change of address/name, asking for additional information/evidence and other administrative duties.*Sent out and calculated retirement projections and retirement quotes to members within regulatory timeframes.*Set up mail merges for large bulk mailings ensuring accuracy. Show less

Leeds, West Yorkshire, United Kingdom

Facilitated the right customer conversations, following the company's script when required, to a wide variety of different people whilst building rapport with the customer. Worked within a team to meet up-selling targets each month and encourage best practice. Some key responsibilities included:*Adhered to business and regulatory requirements (BCTU and TCF), and doing the right thing for the customer first time.* Took ownership of all calls, including complaints.*Up-sold… Show more Facilitated the right customer conversations, following the company's script when required, to a wide variety of different people whilst building rapport with the customer. Worked within a team to meet up-selling targets each month and encourage best practice. Some key responsibilities included:*Adhered to business and regulatory requirements (BCTU and TCF), and doing the right thing for the customer first time.* Took ownership of all calls, including complaints.*Up-sold on products, such as Breakdown, Motor Legal Protection, and Courtesy Cars.* Achieved KPI targets each month. Show less

Bachelor Of Arts - Ba, Economics And Geography

Activities and Societies: Cartmel College Netball Modules included: Monetary Macroeconomics, Economic Growth and Development.

A-Levels, Applied Business (B), Mathematics (E), Geography (A) And It (C)

Activities and Societies: Young Enterprise

Gcses, 10.5 A*- B, Including Maths, English And Science

Activities and Societies: Hockey, Netball, 5-a-side Football, Tennis, Athletics, Rounders