Experience

Montreux Capital Management (UK)

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Head Of Administration

  • Jan 2020 - Present

• Investor Relations

  • Mar 2018 - Present

• Executive Assistant to CEO/Office Manager

  • Jun 2013 - Mar 2018

  • PA to Managing Director of the company responsible for organising his meetings, conference calls, travel arrangements, collating and submitting expenses as well as maintaining and organising company files.• Sales administration duties by allocating trades for commission payments via the company CRM system.• Managing office costs and reporting to the finance function e.g. tracking third party I.T. costs and call outs, advertising/marketing costs and office supplies.• Organising Board meetings, collating reports and taking meeting minutes to distribute amongst Directors.• Organising company events.• Managing incoming phone calls and post.• Ordering and maintaining stock of office supplies, stationary and refreshments.• Presenting a professional and friendly first impression to all visitors and clients.



Highfield Financial Management

• Financial Co-Ordinator

  • May 2011 - May 2013

  • Working with an allocated Senior Financial Adviser within the company.• To generate new business and prospects by arranging meetings for my Senior FA within the ex-pat community that required financial advice.• Adhere to weekly targets and KPI’s.• Organise my Consultants diary, travel arrangements, administration duties and liaising with Life Companies for status updates on client’s applications.• Running professional errands.• Printing photocopying and preparing/maintaining client files.