Experience

Baillie Gifford

• United Kingdom
• Financial Services
• 700 & Above Employee

• Finance System Support Analyst

  • Nov 2018 - Present



Aegon

• Financial Services
• 700 & Above Employee

• Accounts Assistant

  • Nov 2014 - Oct 2018

  The main duties for this role are to maintain and update the sundry debtors account. I am responsible for liasing with the different business areas and also our legal team to try to recover the debt as efficiently as possible. I am also responsible for reconciling the PAYE tax accounts for income paid to customers on a monthly basis. This role has helped improve my understanding of how the different accounts tie in with the company's Income Statement and Financial Positions.

• Accounts Assistsnt

  • Oct 2013 - Nov 2014

  The role involves dealing with the day to day issue of BACS payments and cheques for customers and suppliers. Other duties include looking after the staff expenses for the company, the issue and cancelation of company credit cards and processing daily, monthly and quarterly reconciliations of expenses paid. This role has helped me improve my work management skills. I have also improved my relationship building skills by liaising closely with several different departments within the company to work together to make sure the tasks are carried out as efficiently as possible.

• Customer Service Representative

  • Nov 2011 - Oct 2013

  Duties included responsibility for answering telephone calls from Aegon customers and financial advisers with regards to their pension plans. The tasks involved dealing with customer queries as efficiently and effectively as possible whilst providing excellent customer service. My present role has allowed me to develop a better insigh into pensions, bonds and investments.



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Financial Crime Associate

  • Dec 2010 - Jun 2011

  Duties included responsibility for answering telephone calls and making outbound calls to RBS group customers with regards to their debit card and their credit card. In addition I was trained to speak to and deal with potential fraudsters. The tasks involved Identifying customers, talking them through recent transactions, unblocking their cards, cancelling cards and refunding any losses incurred by customers due to fraud. During my time at the bank I have also been able to further develop and improve my excellent customer service skills. My present role has allowed me to develop a greater understanding of the Banking Code and the Data Protection Act. I was also entrusted to talk to customers in various languages if requested.