Experience

RBC Brewin Dolphin Ireland

• Ireland
• Financial Services
• 1 - 100 Employee

• Investment Manager

  • Nov 2019 - Present



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Manager

  • Jun 2018 - Nov 2019

• Wealth & Investment

  • Jun 2017 - Nov 2019

• HR & Recruitment

  • Mar 2016 - Jun 2017

  • Team administrator for a team of five• Co-ordination and recording of all recruitment activity for Goshawk Management Ireland Ltd and Investec Ireland Ltd• Employee contract preparation and completion• General human resources administration for Goshawk Management Ireland Ltd and Investec Ireland Ltd• Initial candidate screening• Selection process support and participation• New employee on-boarding and induction• Skills development planning and co-ordination



Bank of Ireland

• Income Coordinator & Retail Strategist

  • Jan 2013 - Dec 2013

  Preparing strategy documents for Retail Leadership Team• Organising, preparing and distributing packs, attending, taking minutes and circulating, for Monthly Retail Leadership Team Meetings• Monitoring, reporting and recording fee related income for the Retail Division.• Liaising with the Central Bank on re-pricing applications

• Regional Office Manager/PA to Regional Manager

  • Jun 2011 - Jan 2013

  • Support to 23 branches – Resource management, compliance, sales support, MI production, quarterly planning, performance management, service issue escalations• Project Management & Event Planning – Regional coordination of the National Enterprise Programme customer events – scheduling, budgeting, venue bookings, invites, advertising and marketing, Local Advertising Campaign, Self Service Migration Campaign, MCC agenda, Learning & Development Strategy formulation and implementation etc• Regional Point of Contact for Business Partners – collation of MI, returns, joint workshop organisation• Meeting Organisation – room booking, catering, attendance Records, CPD accreditation,• Organising and preparing presentations and information packs• Undertake specific initiatives and projects as requested• Call Screening on behalf of Regional Team (Regional Manager, Sales Manager, Service Manager, Human Resources Manager, Regional Business Managers)• Diary Management – Scheduling, travel plans, hotel bookings• Procurement management for the Region• Managing all phone, customer and people related queries promptly, accurately and efficiently Show less

• Assistant Business Manager

  • Nov 2008 - Jun 2011

  • Support to Business Manager in sales and credit portfolio management• Manage business lending pipeline for Business Manager from approval to drawdown including customer and intermediary contact as appropriate• Assist with customer interview, preparation of credit papers and generating facility letters• Liaise with securities for drawdown and ongoing maintenance• Ensuring all customer service queries are followed up and actioned by appropriate support functions in a timely manner• Recording of key sales and management information and assist with delivery of sales targets Show less



Smarthomes Limited

• Dundalk

• Assistant to Financial Controller

  • Feb 2008 - Oct 2008

  Key Responsibilities: Sage accounts, debtor control, bank reconciliations and RCT documentation and returns, staff pension administration. Key Responsibilities: Sage accounts, debtor control, bank reconciliations and RCT documentation and returns, staff pension administration.



Sherry FitzGerald Carroll

• PA/Administrator/Receptionist

  • Jun 2007 - Feb 2008



Colm MacDowell & Associates

• PA/Financial Assistant

  • Mar 2006 - Jun 2007