Hannah Critchley

2015-2016
Assisting the entire office by meeting with Providers to discuss updates and regulations.
Arrange weekly staff meetings to focus on the upcoming business, ensuring that each advisor is bringing in their worth
Enforcing rules for the month; such as commissions and monthly business for each advisor
I was chosen as the secretary for the IFAA (Independent Financial Advisors Association) due to my drive and focus within CSA. I am able to communicate and listen effectively with prospective/clients, along with other IFA’s to reach the companies advantage.

the first industry association specifically for corporations engaged in the provision of financial advisory services in Hong Kong.
The secretary to the IFAA helps independent financial advisors keep abreast of the international best practices. Specifically focusing on working with regulators, in the best way to establish guidelines, in making proper investment advice, by giving sufficient explanation to advisors for their clients; handling commission and rebate disclosures, and professional indemnity insurance requirements on investment advice.
I have also researched the best practices for investment-linked insurance for brokers around Hong Kong

2014-2015
Prepared and focused solely on the Managing Directors clients and enquiries by organising reviews and ensuring that the MD was assisted in these meetings. Organize reports and executive summaries for prospective clients. Assisting and drafting production and distribution of marketing materials for the company.
Devising, managing and reviewing the Managing Director’s filing and office system and to ensure that salaries, commissions, payments and benefits are properly calculated and paid on time.

2013-2014
Helped the general office unit by answering telephone calls and taking messages, maintaining monthly accounts, co-ordinated communication with the company’s regulatory group, PIBA. I focused on maintaining an organized office space by ensuring that the sales advisors had the correct products and updates in regards to regulations and the industry.

Worked as a waitress whilst studying my degree in Canada. I provided exceptional, friendly and fast service whilst skilfully anticipating and addressing guest service needs. I maintained consistency to the quality and standards of the bar/restaurant whilst suggesting additional items to customers to increase restaurant sales.

Tutored using Cambridge a class of 15 students from the ages of 7-9. Progressed through lessons that I received to help with their Mock Assessment.

Completed the re-filing of client records, telephoned each client to check their details were upto date and updated the electronic client record database.
Working in a busy office environment helped me to gain interpersonal skills. During my work experience I was tasked to call clients to arrange for appointments for the Managing Director.

I was involved in the development of a new television advertisement for the company. This included finding suitable locations for the shoot, the filming itself and then post production in the editing suite.