Finance And Accounts Assistant Manager
Derry Diocese Cathectical Centre
Total years of experience :7 years, 7 Months
**Temporary Role was asked by a previous employer to help.**
Managed banking for all funds and receipts for Catechetical Program.
• Obtained quotations for goods and services for Catechetical Centre. Verified and authorized payment of all invoices and other expenditures. Reported all income and expenses in Lifetime Accounting System.
• Completed reconciliation of bank accounts with Lifetime Accounting System. Produced monthly, quarterly, half-yearly and yearly financial reports as requested by Center Director.
• Submitted payroll changes and notifications of sickness absences to Diocesan Office.
• Experienced minute secretary with excellent organizational and prioritizing skills, able to adjust to volatile meeting times.
• Proven track record in managing and administering diocesan school events
• Proficient in handling Catholic Teacher Certificate processing.
• Experienced in designing and managing social media and website content using Canva.
• Successfully managed Diocesan World Youth Day events and Diocesan Education Conference, ranging from 500- 3000 people in capacity
• Coordinated two advisors' diaries, ensuring all meetings were properly scheduled with both current and potential clients.
• I regularly exceeded the minimum of 18 meetings per week by organizing 26 meetings per week.
• Utilized FE Analytics to compare model portfolios to market situations, and used Cashcalc to appraise clients' specific needs in the financial sector.
• I successfully implemented a system that sent out an automatic booking link to clients every month, engaging them in regular meetings. This system was created to assuage any concerns clients may have in tumultuous markets, minimizing any potential complaints.
• Established relationships with providers to facilitate smooth experiences for clients and minimized complaints.
• Developed a system of automated monthly appointment reminders for clients to ensure regular interaction and build trust.
• Provided training and created access for new employees within the first week of employment.
• Predominantly my role was to made outbound calls to new prospective leads who had Irish/UK pension.
• During my time I worked for two advisers, who mentored me and I learned a great deal from both. Exceeding my weekly target of 15 LOA's sent and returned and ensuring that between 10-15 meetings were in the diaries for both.
• Helped organized a seminar in Abu Dhabi for expats who thought potentially they had a pension and did not know how to deal with it. From this we onboarded 4 new clients and wrote business with them.
• During my time at Hub Financial I received two promotions for my ability to maintain a heavy workload whilst delivering excellent client service to individual and corporate clients and identifying new areas in the business that could be improved and expanded upon.
• Responsible for optimizing our methods of storing clients confidential data and negotiating daily with providers to ensure our clients were getting the best possible income to sustain them in retirement.