Fiona Sefton
Personal Assistant / Case Manager at Corporate Business Loans- Claim this Profile
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Topline Score
Bio
Paul Thompson
Fiona works well within a team, finding her place quickly and working by herself as needed.
Rob Sefton
Fiona is a hard working and conscientious worker with an eye for detail. Also Fiona has good people skills and can work unsupervised using her own initative
Paul Thompson
Fiona works well within a team, finding her place quickly and working by herself as needed.
Rob Sefton
Fiona is a hard working and conscientious worker with an eye for detail. Also Fiona has good people skills and can work unsupervised using her own initative
Paul Thompson
Fiona works well within a team, finding her place quickly and working by herself as needed.
Rob Sefton
Fiona is a hard working and conscientious worker with an eye for detail. Also Fiona has good people skills and can work unsupervised using her own initative
Paul Thompson
Fiona works well within a team, finding her place quickly and working by herself as needed.
Rob Sefton
Fiona is a hard working and conscientious worker with an eye for detail. Also Fiona has good people skills and can work unsupervised using her own initative
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Experience
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Corporate Business Loans
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United Kingdom
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Financial Services
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1 - 100 Employee
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Personal Assistant / Case Manager
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Apr 2019 - Present
Working closely with the Director of Corporate Business Loans Ltd, my role is varied providing office management support and case administration, including but not limited to: • running payroll • keeping the bookkeeping up to date • carrying out any HR tasks • contacting clients, lenders and brokers by email, phone and letter to request information, keep them up to date with the progress of their application, request updates • assessing client's application to match up with the best product(s)/lenders for the client • assisting with marketing by posting on social media and creating images for posts Show less
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Independent Tupperware Consultant
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Aug 2014 - Present
Independent Tupperware Consultant with Tupperware Ireland & UK as Fiona's Tupperware Kitchen. Sharing my love of Tupperware products through parties and events. Independent Tupperware Consultant with Tupperware Ireland & UK as Fiona's Tupperware Kitchen. Sharing my love of Tupperware products through parties and events.
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Owner
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Oct 2010 - Present
Provider of bookkeeping and administrative services. Services include but are not limited to: Bookkeeping; Typing; Transcription (from all formats); Data Entry; Databases; Spreadsheets; Presentations; Proof Reading Provider of bookkeeping and administrative services. Services include but are not limited to: Bookkeeping; Typing; Transcription (from all formats); Data Entry; Databases; Spreadsheets; Presentations; Proof Reading
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The Snappy Trust
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United Kingdom
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Fundraising
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1 - 100 Employee
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Administrator
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Feb 2011 - Dec 2020
Providing administration support for the charity. Maintaining accurate record keeping and supplying the information required for the annual accounts to the Accountant on an annual basis. Processing of CRB checks for all volunteers and staff. Creating and maintaining a database with information of volunteers and service users. Providing administration support for the charity. Maintaining accurate record keeping and supplying the information required for the annual accounts to the Accountant on an annual basis. Processing of CRB checks for all volunteers and staff. Creating and maintaining a database with information of volunteers and service users.
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Tesco Express
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United Kingdom
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Restaurants
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Customer Assistant
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Mar 2004 - Jun 2011
Duties include serving customers at the till, re-stocking shelves, helping customers with queries on the shop floor, counting papers at the end of the day for return to suppliers, assisting managers with change run and counting of cash for cashing up tills, training of new members of staff Duties include serving customers at the till, re-stocking shelves, helping customers with queries on the shop floor, counting papers at the end of the day for return to suppliers, assisting managers with change run and counting of cash for cashing up tills, training of new members of staff
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Bookkeeper/Administrator
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Apr 1993 - Oct 2010
Providing full bookkeeping and administrative support including recording of sales, purchases, invoicing, reconcilliation of bank statements, preparation of reports at year end (profit and loss, balance sheet, trial balance), preparation of self assessment tax return, communication with fleet training providers to request payment of invoices, booking of travel and hotels for Trainer when he is working away from home, answering of the telephone and diary management. This position is now included in my duties as owner of Your PA Solution. Show less
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Acorn Commercial Finance
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United Kingdom
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Financial Services
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PA
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Jun 2007 - Jun 2010
PA to commercial finance brokers, who specialise in the leisure industry. The role involved the day to day running of the office and a high level of customer service. All areas of office administration were covered including typing of letters and terms and conditions to clients, email filtering, diary management, reception duties and client communication. Included in the typing of terms and conditions was the calculation of the costs involved in obtianing finance and the costs to the client in respect of purchasing the property. Show less
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Administrator
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May 2003 - May 2004
Administration Assistant (part time) for a Pension provider. General administration duties including data entry and typing of standard letters. Administration Assistant (part time) for a Pension provider. General administration duties including data entry and typing of standard letters.
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Munby & Scott
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United States
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Medical Practices
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Secretary
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Nov 2001 - May 2003
Secretary (part time) for a small firm of Solicitors. The role involved general day to day running of the Probate Solicitor’s office including audio and copy typing, client communication and diary management. Covering reception during lunch breaks and holiday. Secretary (part time) for a small firm of Solicitors. The role involved general day to day running of the Probate Solicitor’s office including audio and copy typing, client communication and diary management. Covering reception during lunch breaks and holiday.
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Burn & Company
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Brazil
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Entertainment Providers
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1 - 100 Employee
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Legal Secretary
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Sep 2001 - Nov 2001
Legal Secretary in a small firm of Solicitors. The role involved general day to day running of a Litigation Partner's office including audio and copy typing, client and professional communication, diary management and accurate file management (both paper and electronic. Legal Secretary in a small firm of Solicitors. The role involved general day to day running of a Litigation Partner's office including audio and copy typing, client and professional communication, diary management and accurate file management (both paper and electronic.
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Lamb Brooks
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United Kingdom
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Law Practice
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1 - 100 Employee
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Secretary
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Jan 1997 - Jul 2001
Secretary to Ian Roberts, Senior Partner (part time), originally employed on a job-share basis from January 1997 to July 2000 and then sole secretary working part-time. The role involved the day to day running of the Senior Partner’s office, including audio and copy typing, client and professional communication, diary management and accurate file management (both paper and electronic). Six months prior to leaving, I was offered the position of Assistant to the Senior Partner which would have included responsibility for my own clients and have been a fee-earning position. As my house had just been placed on the market in preparation for my move to York, I chose to decline the offer. Show less
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Prudential Financial Services
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United Kingdom
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Insurance
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1 - 100 Employee
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Group Life Administrator
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Sep 1990 - Oct 1996
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Education
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York St. John College
BSc, Sport & Exercise Science -
York College, York UK
HND, Sports Therapy