Bio
Experience
-
-
United Kingdom
-
Banking
-
100 - 200 Employee
-
Head of Legal Operations
-
Jun 2014 - Present
Responsible for ensuring the smooth running of legal operations: project management, process creation and management, legal and regulatory documentation drafting, documentation control architecture, and company secretarial work.
-
-
Executive Assistant to CFO
-
Oct 2011 - Jun 2014
Support for CFO and Board - particularly in the following areas:• Board meetings - scheduling dates, production of documentation, maintenance of archive of previous meeting papers and other corporate records• Minute taking and production of packs for Executive and other team meetings• Scheduling and ownership of annual policy review schedule• Documentation and championship of operational processesRole also involved support for General Counsel with legal, regulatory and product documentation and involvement in project work, which developed into current role focusing in these areas.
-
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Business Analyst
-
2007 - 2011
Utilised Executive Assistant project skills as member of small Business Management team supporting Managing Directors, private bankers and support staff in the London Private Bank. Key achievements included:• Champion, relationship owner, trainer and trouble-shooter for new infrastructure systems: eg invoicing, expenses, technology ordering, centrally managed printing, stationery ordering, HR position management, business continuity, holiday and sickness tracking. • Co-ordinated account migration activity for HNW clients when bankers left. Designed and implemented procedures to ensure that reallocation was carried out appropriately and with correct governance across the company.• Collated data for numerous ad hoc projects.
-
-
Executive PA
-
2000 - 2007
2006 - 2007 - Assistant to National Sales Manager, Barclays Wealth2004 - 2006 PA to Operations and Transformation Director, Gerrard Investment Management Limited (sold to Barclays Wealth in 2004)2002 - 2004 PA to Executive Sales and Marketing Director - Gerrard Investment Management Limited2001 - PA to former CEO - Old Mutual Financial Services plc2000 - 2001 EA to Chief Executive Officer - Old Mutual Asset Management UK and US (parent company to the Gerrard Investment Management business, which was sold to Barclays in 2004)
-
-
PA to CEO/Chief Investment Officer
-
1987 - 1999
-
London
-
Education
-
University of Winchester
BA Hons, English and Drama -
Chatham Grammar School for Girls
A Levels, English and History
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking”
Looking to Create a Custom Project?Get StartedNeed a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content. Click here to join now -