Lucy Hayes

Senior Pension & Investment Administrator at Courtiers
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Contact Information
Location
United Kingdom, GB

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Experience

    • Spain
    • Performing Arts
    • 1 - 100 Employee
    • Senior Pension & Investment Administrator
      • Nov 2019 - Present

    • Pension & Investment Administrator
      • Mar 2017 - Nov 2019

    • Australia
    • Banking
    • 700 & Above Employee
    • Corporate Account Administrator
      • May 2016 - Sep 2016

      Payments to business accounts• Rollover of loans• Correspondence to clients• Audit certificates• Account maintenance and queries

    • Non-profit Organizations
    • 1 - 100 Employee
    • Dealing Administrator
      • Sep 2015 - May 2016

      • Monitoring stock lending• Arranging stock borrowings and repayments for our team• Settling equity trades and monitoring unmatched trades• Looking after the daily collateral for the team• Arranging collateral deliveries.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Customer Service Representative
      • Sep 2012 - Apr 2014

      • Daily client meetings to discuss their banking needs and open and close accounts• Referring potential leads to mortgage/ financial advisers• Building client relationships• Achieving monthly targets

Education

  • The Henley College
    -

Community

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