Experience

Ivy Asset Management

• Investment Management
• 1 - 100 Employee

• Executive Assistant

  • Oct 2004 - Present

  • Secretarial and administrative duties for Managing Directors and members of the Client Development team, Investment team and Compliance Officer. • Production of account opening documentation; Management Agreements; signature mandate forms; KYC forms; researching Companies House, FSA, WorldCheck and ChoicePoint database for regulatory documentation of clients and prospective clients; marketing approval forms. • Extensive international travel planning; itinerary creation; visa applications. • Complex diary management for senior directors. • Processing and tracking of expense claim forms and invoices. • Tracking completion of office compliance training. • Ordering and stock maintenance of office stationery and supplies. • Interviewing, training and responsibility for receptionists. • Filing and other general office duties. • Ensuring personal maintenance of competence in line with regulatory requirements Show less



Govett Investment Management Limited

• Team Secretary

  • Mar 1999 - Mar 2004

  • Secretarial and administrative duties for the director and 7 members of portfolio management team. • Production of account opening documentation: Management Agreements, signature mandate forms, KYC forms. • Preparation of PowerPoint presentations and other material for client meetings • Creation of, maintaining and updating new client/contact database and teaching colleagues on the use of it. • Restructuring and managing client files. • Co-ordinating portfolio managers’ diaries; arranging travel and visa applications; completing expense forms. • Co-ordination of office move during refurbishment. • Ensuring I maintained competence in line with regulatory requirements. Show less