Experience

Places for People Group Ltd

• United Kingdom
• 1 - 100 Employee

• Accounts Payable Clerk

  • Feb 2020 - Present



Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

• United Kingdom
• Investment Management
• 400 - 500 Employee

• Client Services Supervisor

  • Nov 2018 - Nov 2019

  Amending and maintaining client data using the in house systemThis includes name, address, bank details, standing order requests etcProcessing cheques received, allocating to client account and preparing for bankingDealing with client queries over the phone and via emailProviding portfolio valuations for clients on request



Hargreave Hale Limited

• United Kingdom
• 1 - 100 Employee

• Assistant Manager in Accounts dept

  • Dec 2007 - Nov 2018

  Processing cheques received, allocating to clients account and preparing for bankingProcessing BACS, Chaps and Cheques to clients, checking bank details and balances on accountProcessing debit card paymentsDealing with client queries over the phone and via emailDealing with account executives over the phone and via emailMaintaining and running the standing order database, making payments on various datesAuthorise internal payments under £100,000Maintain client database and ledgersDealing with solicitors and IFA's