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Senior
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0
jobs
Strong Accuracy and Efficiency in data entry
Nick Callow
,
Douglas, United Kingdom
Experience
Other titles
Skills
I'm offering
Over ten years of administration at a senior level.
Markets
United Kingdom
Language
English
Fluently
French
Good
Ready for
Ongoing relation / part-time
Available
My experience
2007 - ?
job
Business Support administrator
Old Mutual International.
King Edward Bay House
King Edward Road
Onchan
Isle of Man
IM99 1NU
Previous Position:- Discretionary & Governance - Business Support administrator
August 2007 - January 2016
Responsibilities included:
• To ensure that transactions carried out on our behalf by our custodians, are accurately recorded onto our own system so we can produce a quarterly valuation of the portfolio to our clients.
• Identifying customer needs, meeting them and surpassing them
• Continuous learning and developing for myself and others.
• Recognising the importance of pulling together as a team to maximise team, department and company results.
• Actively generating new ideas and being open to new ways of working and doing different tasks
• Structuring work to achieve results with equal concern for quality and quantity, while striving for continuous development
• To check there are no pricing issues of stocks
• Ensure there are no errors on accounts
• Respond to internal and external queries under a strict deadline
• Ensuring all valuation errors are picked up, and missed prices and tolerances are dealt with before the valuation is released
• Responsible for ensuring any price discrepancies that appear on standing data's sanity report are looked into thoroughly to ensure we are pricing correctly
• Looking into any book cost tolerances that may occur, and correcting these if needed
Skills Demonstrated:
• Working to deadlines, prioritising workloads, working as a team and working on my own initiative.
• Being trusted to work solely on side projects
• Dealing with internal and external queries
• Liaising with custodians to ensure the prompt dealing of any queries
• Reconciliation of own portfolio of custodian accounts
• Assisting training of new starters
Current Position: - Discretionary & Governance Technician
• Resolve complex and non-standard technical issues and queries
• Provide technical guidance, coaching and support other team members to enable them to undertake their roles to require quality and productivity standards
• To undertake checks and audits to ensure that team members are undertaking tasks in a consistent manner and in accordance with local processes
• Assist in the development and improvement of team procedures and guidelines for Monitored Reconciliations
• Undertake complex reporting and processing as defined by the skills matrix
• Identify Continuous Improvement activities that will improve the timeliness, quality or cost of activities within the team
• Testing new releases into system before deployment and ensure a smooth deployment
• Report statistics to management
• Responsible for investigation into any finance reconciliation differences
• Leading projects from the beginning to completion
• Streamlining processes whilst focusing on a customer first initiative.
What I've achieved so Far:
Since joining Old Mutual I have been responsible for ensuring clients accounts are managed on a quarterly basis. I have gained knowledge of the stock market, learning about restricted securities, cash premiums, fees and withdrawals, corporate actions and the trading of assets. I have been trusted individually to reconcile high risk client accounts and to concentrate on backlog items where we have trouble reconciling the policies. In 2014 I became a 'bancs champion' which led to me gaining knowledge of our new system before migration, raising defects and testing once complete. Upon migration, I was responsible for re-writing the processes for the department in addition to coaching all staff how to use the new system. Since then I have been our teams representative for all IT related escalations and testing new software to ensure that it is in full working order before deployment. I have recently been trusted to 'lean' the Charges process which lead to a process taking 3 months to 6 weeks whilst seeing double the amount of charges owed being received. I am currently working on leaning the Transfer process. In addition to this I have been working on writing requirements and testing for a new system that is coming in. Within this role it has allowed to me grow in confidence working as part of a team, and also working on my own initiative by being given new tasks to expand the business and client trust.
King Edward Road
Onchan
Isle of Man
IM99 1NU
Previous Position:- Discretionary & Governance - Business Support administrator
August 2007 - January 2016
Responsibilities included:
• To ensure that transactions carried out on our behalf by our custodians, are accurately recorded onto our own system so we can produce a quarterly valuation of the portfolio to our clients.
• Identifying customer needs, meeting them and surpassing them
• Continuous learning and developing for myself and others.
• Recognising the importance of pulling together as a team to maximise team, department and company results.
• Actively generating new ideas and being open to new ways of working and doing different tasks
• Structuring work to achieve results with equal concern for quality and quantity, while striving for continuous development
• To check there are no pricing issues of stocks
• Ensure there are no errors on accounts
• Respond to internal and external queries under a strict deadline
• Ensuring all valuation errors are picked up, and missed prices and tolerances are dealt with before the valuation is released
• Responsible for ensuring any price discrepancies that appear on standing data's sanity report are looked into thoroughly to ensure we are pricing correctly
• Looking into any book cost tolerances that may occur, and correcting these if needed
Skills Demonstrated:
• Working to deadlines, prioritising workloads, working as a team and working on my own initiative.
• Being trusted to work solely on side projects
• Dealing with internal and external queries
• Liaising with custodians to ensure the prompt dealing of any queries
• Reconciliation of own portfolio of custodian accounts
• Assisting training of new starters
Current Position: - Discretionary & Governance Technician
• Resolve complex and non-standard technical issues and queries
• Provide technical guidance, coaching and support other team members to enable them to undertake their roles to require quality and productivity standards
• To undertake checks and audits to ensure that team members are undertaking tasks in a consistent manner and in accordance with local processes
• Assist in the development and improvement of team procedures and guidelines for Monitored Reconciliations
• Undertake complex reporting and processing as defined by the skills matrix
• Identify Continuous Improvement activities that will improve the timeliness, quality or cost of activities within the team
• Testing new releases into system before deployment and ensure a smooth deployment
• Report statistics to management
• Responsible for investigation into any finance reconciliation differences
• Leading projects from the beginning to completion
• Streamlining processes whilst focusing on a customer first initiative.
What I've achieved so Far:
Since joining Old Mutual I have been responsible for ensuring clients accounts are managed on a quarterly basis. I have gained knowledge of the stock market, learning about restricted securities, cash premiums, fees and withdrawals, corporate actions and the trading of assets. I have been trusted individually to reconcile high risk client accounts and to concentrate on backlog items where we have trouble reconciling the policies. In 2014 I became a 'bancs champion' which led to me gaining knowledge of our new system before migration, raising defects and testing once complete. Upon migration, I was responsible for re-writing the processes for the department in addition to coaching all staff how to use the new system. Since then I have been our teams representative for all IT related escalations and testing new software to ensure that it is in full working order before deployment. I have recently been trusted to 'lean' the Charges process which lead to a process taking 3 months to 6 weeks whilst seeing double the amount of charges owed being received. I am currently working on leaning the Transfer process. In addition to this I have been working on writing requirements and testing for a new system that is coming in. Within this role it has allowed to me grow in confidence working as part of a team, and also working on my own initiative by being given new tasks to expand the business and client trust.
Support, ME, LED, Processes, UP, Processing, Administrator, Software, Testing, Development, Coaching, Finance, Deployment, Continuous improvement, It, Statistics, Management, Lean, Training, Writing
My education
2002
-
2007
Ballakermeen High School
N/a, N/a
N/a, N/a
1998
-
2002
Ballacottier Primary School
N/a, N/a
N/a, N/a
?
-
1998
Anagh Coar Primary School
Secondary, English Language
Secondary, English Language
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