Greater London, England, United Kingdom
A highly motivated and ambitious individual with a first class degree from King's College London and over ten years’ experience within Partnership Finance. ACCA qualified since January 2018 and an alumnus of the Linklaters Global Talent Programme.
•Informed clients of residual funds on their account and arranged the return of such monies upon request; used internet resources to trace and contact clients. •Aided the implementation of appropriate procedures to be followed across the firm when returning residual client funds in accordance to the regulations of the SRA. •Met with partners to discuss progress on matters with residual balances and logged outcomes within a central register. •Liaised with colleagues across departments to resolve individual matter issues or queries. •Provided administrative support to the Accounts team. •In 2012, arranged and conducted one-to-one meetings with 60 partners in the London office over a six week period to identify groups of clients posing high financial exposure, highlight important clients and find further cross-selling opportunities.
•Performed data entry and kept trading spreadsheets up to date. •Played active role in the recruitment of a receptionist; arranged online job advertisement, vetted CVs, conducted one-to-one interviews, advised on decision of final successful candidate and trained them up for the role. •Managed and organised the booking system for meeting rooms. •Provided administrative support to the executive directors. •Created a daily trading statement template in Excel; automatically converts foreign currency into GBP for easy comparison between products; captures and displays daily, monthly and yearly performance of individual products and total trades.
•Developed and operated a more efficient data capture system during a marketing event at a golf show. •Independently ran the bar and dealt with clients on a personal basis. •Worked within a team during busy corporate events.
•Worked under pressure to convert an average of 8% of calls into regular monthly gifts via direct debit. •Involved good immediate rapport building, negotiation and drive. •Often exceeded and consistently met the set targets. •Maintained a positive attitude towards the inevitably large volume of “hard no’s” experienced during cold calling campaigns.