Finance Administrator

Education/Qualification

• AAT Level 2 – Qualified
• Ongoing ECDL

• 2024 Hugh Baird College – Bookkeeping and Accounting
• 2019 Hugh Baird College – Business and Law
• 2017 Litherland High School – GCSEs including Mathematics and English

Systems used

• Microsoft Word and Excel – Intermediate (VLOOKUP’s/Formulas/Pivot tables)
• Sage
• Internal Systems

Career Summary

Current Employer – Private, Corporate and Investment Banking

Position – Operations Administrator

Dates – August 2023 – Present

• Work in a Team of 15 and report to the Finance Manager
• Inputting, processing, and authorizing financial transactions – including international transactions/Completing journals
• Daily management of 50 Customer Accounts and Query resolution
• Investigating and resolving queries from internal teams and external clients
• Maintain and input accurate data into banking systems – including client information and investment details
• Take direct card payments and monitor payment plans
• Chase outstanding/missed payments and compliance
• Producing and analyzing management information, reports, and statistics for the team leaders
• Performing reconciliations of securities and cash to ensure accuracy
• Liaising with internal and external stakeholders, including other departments and service providers
• Contributing ideas for process optimization and participating in change and transformation initiatives
• Assisting with the implementation of new projects and initiatives
• Ensuring that data and client information comply with regulatory requirements and acquiring knowledge of industry regulations
• Assisting with various ad-hoc tasks and projects as needed by management

Previous Employer – Law Firm

Position – Senior Legal Administrator

Dates – November 2021 – July 2023

• Training new employees in our different products
• Query resolution
• Maintained regular communication with clients, keeping them informed on case progresses
• Read case law, make notes, and/or prepare briefs as needed
• Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues
• Trained/assisted with housing disrepair, bank fraud, GDPR, PCP, stamp duty, medical negligence, employer liability and public liability
• Communicate with clients and witnesses to schedule meetings, interviews, and depositions
• Answering phone calls, emails and setting up cases
• Worked on live spreadsheets
• Provide general administrative assistance – preparing reports / maintaining the calendar / making travel arrangements / Processing timesheets etc.
• Booking appointments for clients
• Scheduling surveyors out to the client’s property’s

Previous Employer – Private Limited Company

Position – Customer Service Advisor 

Dates – April 2021 – October 2021

• Provided advice, information and assistance to callers, and attempting to resolve all enquiries on first contact with callers
• Ensuring that all telephone calls are answered promptly and that customers queries, requests and complaints are resolved in line with key targets and company procedures
• Sending communication to case managers via emails
• Help setting up customers’ accounts and completing forms
• Dealing with challenging customers and vulnerable customers

Previous Employer – Strategic Partner

Position – Customer Service Advisor

Dates – November 2020 – March 2021

• Responsible for handling and resolving any inbound inquires or matters
• Achieving the companies’ targets
• Helping customers with the gas and the electric queries
• Sending engineers out to the customers house if there is an emergency
• Providing a customer service that is second to none
• Set up client appointments
• Managed client records
• Provided policy and service information
• Assisted customers with a warm and professional attitude

Previous Employer – Bank

Position – Fraud Advisor

Dates – September 2018 – October 2020

• Preventing and reporting fraudulent activity
• Sending emails, filling out forms and printing out sheets
• Transferring up to £100,000 safely to other bank accounts
• Profiling customers
• Ensure the customer’s account is safe and protected from any possible fraudulent or scam activity
• Educate the customers on scams and fraudsters
• Handling large amounts of calls
• Help vulnerable customers
• Going through a sufficient amount of security with the customers

Previous Employer –Hotel and Restaurant

Position – Reservations Agent

Dates – June 2016 – August 2018