Executive Assistant
W1 Investment Group
Total years of experience :11 years, 1 Months
At W1 Investment Group, I am working directly under our Middle East Director, where we provide global financial solutions for expat professionals with a global lifestyle.
During my time here, I have taken on a recruitment role due to my organisation and strong communication skills, where I have screened potential candidates.
My key responsibilities include:
• Screening resumes and searching LinkedIn and other recruitment
platforms for potential candidates
• Contacting potential candidates and interviewing
• Organising one on one interviews with our director
• Having a strong telephone manner
• Understand clients needs to develop a solid financial plan
• Promote our products and services portfolio
• Strengthen and maintain relationships with our clients
• Providing client reviews
• Plan client events and seminars
• Create a weekly travel itinerary for my director
• Cooperate with 3rd party companies in order to provide the best
service and advice for our clients
• Develop and design booklets for our financial solutions to help
clients understand our services better
• Conducting research and analysing data to identify and define audiences
• Create advertising plans and content to reach our demographics
• Prepare and design advertisements
• Management of an extremely active calendar of business appointments
• Planning and coordinating to ensure the director’s schedule is
followed and respected
• Arrangement of complex and detailed travel plans, itineraries and agendas
• Compose presentations ahead of client meetings.
• Ad hoc and errands
Working directly for the Regional Manager who covers the Middle East, primarily dealing with High Net worth individuals who are looking for Investment Opportunities.
My key responsibilities include:
• Building and maintaining business relationships in new markets
and areas
• Developing and maintain a solid sales pipeline
• Expanding a network through social media and external channels
• Attending networking events
• Liaising with Stakeholders of all levels
• Selling financial advice/solutions
• Developing new business and head strategic growth as and
when necessary
• Maintaining strong relationships with clients, understanding
their needs and updating them with any necessary changes to
their portfolios
• Manage a complex diary including Travel, Seminars and
Client Events
• Strong telephone manner
My organisational skills and the successful building of client relationships, earned my promotion to looking after the Regional Managers own client bank.
Here, I was a key member of the FOS referral Complaints Team. I liaised with the regulator and adhere to their strict timescales on a daily basis.
My key responsibilities included:
• Audit closed complaints and provide feedback to staff
• Undertook quality monitoring of other colleagues work in line
with agreed methodology and standards
• Dealt with complex end to end FCA regulated complaints
• Secondment to the redress team and accurately calculate redress
for complex cases
• Communicate concisely with customers writing tailored
communication sent out to customers and the FOS and detailing
the outcome of the investigation
• Keep up to date with regulatory changes and rulings
• Highly targeted environment
Within the first 6 months of this employment, I was promoted and given extra responsibilities in relation to FOS referral complaints. This new role required me to liaise regularly with the Financial Ombudsman Service and build key relationships with the adjudicators.
I was an influential member of the continuous improvement team - extra responsibility was given to me because of my key skills and intuitive thinking.
My key responsibilities included:
• Conduct risk assessments and develop current processes based
on my findings
• Dealt with end to end FCA regulated complaints in relation to PPI
mis-sales, default fees and charges and general service complaints
• Required to log, data gather, and investigate each complaint
• Conducted telephone reviews with the customer
• Wrote tailored communication to be sent out to customers,
detailing the outcome of the investigation
• Key member of the continuous improvement committee
• Highly targeted environment
12 GCSE’s - including Maths, English and Sciences MOLD ALUN SIXTH FORM, MOLD A Levels Psychology GRADE C Religious Studies GRADE C Health & Social GRADE D