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Data Entry Administrator
Stephanie Chatterley
,
Scarborough, United Kingdom
Experience
Other titles
Skills
I'm offering
I am a highly organised, enthusiastic and ambitious individual. I have a strong work ethic, can do attitude, excellent communicator, passion for outstanding customer experience and enjoy gaining new skills.
I have 15 years of experience in finance in various administration roles in customer services.
My skills are in Data Entry, Data Manipulation, Data Analysis, Bank reconciliations, AML vetting, Managing and allocating emails, Complaints handling, managing and allocating daily work loads through work flow management systems.
I have 15 years of experience in finance in various administration roles in customer services.
My skills are in Data Entry, Data Manipulation, Data Analysis, Bank reconciliations, AML vetting, Managing and allocating emails, Complaints handling, managing and allocating daily work loads through work flow management systems.
Markets
United Kingdom
Language
English
Fluently
Ready for
Full time contractor
Available
My experience
2019 - 2020
freelance
New Business Customer Consultant
Friends Provident.
Issuing new policies and top ups
Processing incoming payments and applying single premium amounts
Bank reconciliations
Creating training plans for members of the team to bring their compentencey level up
Creating and updating procedure notes in order to be more streamlined
Vetting and inputting new applications
Vetting and inputting AML
Communicating with IFA's and Trust Companies by email
Managing and allocating the team's email inbox
Career break and extended holiday - June 2019 to November 2019
Processing incoming payments and applying single premium amounts
Bank reconciliations
Creating training plans for members of the team to bring their compentencey level up
Creating and updating procedure notes in order to be more streamlined
Vetting and inputting new applications
Vetting and inputting AML
Communicating with IFA's and Trust Companies by email
Managing and allocating the team's email inbox
Career break and extended holiday - June 2019 to November 2019
Training, Processing, UP
2018 - 2019
job
Claims Administrator
Utmost Wealth Solutions.
Procedural review and process change requests
Processing claims for policy holders
Managing and allocating email enquires inbox
Complaints handling
Dealing with CHAPS, SWIFT, BACS, Faster Payment
Bank reconciliations
Surrender penalty calculations
AML vetting and CDD investigation
FATCA and CRS investigation
Creating letter and email templates
Advising customers on telephone and email
Processing claims for policy holders
Managing and allocating email enquires inbox
Complaints handling
Dealing with CHAPS, SWIFT, BACS, Faster Payment
Bank reconciliations
Surrender penalty calculations
AML vetting and CDD investigation
FATCA and CRS investigation
Creating letter and email templates
Advising customers on telephone and email
Swift, Email templates, Administrator, Calculations, Processing
2017 - 2018
job
Senior Administrator Adviser Support
Canada Life International.
Telephone and email support for IFAs and customers
Dealing with and directing to other departments Isle of Man and Dublin queries
Chargeable events queries
Provide valuations
Provide copies of commission statements
Monitor agent adviser telephone system to ensure sufficient departmental phone cover/email cover is in place
Recognise and raise any complaints received within the area and refer feedback to other departments
Support front office teams
ICOFR report monitoring
Part of the Satisfied Customers Community Teams to help improve customer experience
Speaker at Year Start Event for Customer Feedback team to 200 staff members
Dealing with and directing to other departments Isle of Man and Dublin queries
Chargeable events queries
Provide valuations
Provide copies of commission statements
Monitor agent adviser telephone system to ensure sufficient departmental phone cover/email cover is in place
Recognise and raise any complaints received within the area and refer feedback to other departments
Support front office teams
ICOFR report monitoring
Part of the Satisfied Customers Community Teams to help improve customer experience
Speaker at Year Start Event for Customer Feedback team to 200 staff members
Customer experience, Event, Support, Speaker, Monitoring, Community, Office, Administrator, Agent
2017 - 2017
job
Community Fundraiser
The Children's Centre.
Create and develop fundraising activities to secure income for the charitable services
Implement rolling calendar of community events taking into consideration internal and external fundraising initiatives
Work towards and achieve an agreed income target
Develop and maintain a strong network of contacts across the island's community
Manage relationships with contacts within the island's community
Co-ordinate public community events
Implement and evolve risk assessments
Motivate and facilitate volunteers and assist in development of fundraising activities
Engagement with public through social media to raise the charity's profile and public awareness
Maintaining and updating donation income stream record
Communications through telephone, email and Facebook
Implement rolling calendar of community events taking into consideration internal and external fundraising initiatives
Work towards and achieve an agreed income target
Develop and maintain a strong network of contacts across the island's community
Manage relationships with contacts within the island's community
Co-ordinate public community events
Implement and evolve risk assessments
Motivate and facilitate volunteers and assist in development of fundraising activities
Engagement with public through social media to raise the charity's profile and public awareness
Maintaining and updating donation income stream record
Communications through telephone, email and Facebook
Social Media, Fundraising, Facebook, Network, Development, Community, Social
2015 - 2017
job
Onboarding Support Administrator
Zurich International.
Analyse and manipulate data on Excel using various Excel formulas
Investigating and matching reconciliations on 3rd party banking system
Liaising with Treasury department to assist further in investigations into unmatched reconciliations
Updating MI statistics on shared worksheets
Sole support to 5 Onboarding Managers to setup and administrate corporate pension plans
Chaired daily admin meetings to ensure working on priority items
Testing and reducing cycle times for customer journey
Appointed to business change projects which directly impacted the Onboarding team
Vetting and keying applications
Vetting and keying corporate AML
Managed emails and telephone calls from clients, their staff, directors, financial advisers, brokers and trust companies
Worked with local and international trust companies to regulate pension plans
Worked with internal customer support managers to ensure the smooth transition of a new plan, from new business to business as usual
Assisted in conference calls with clients
Involved in project for business performance enhancement
Co-presented customer focused presentations
Assisted in rolling out large client group training sessions to Customer Service staff
Procedural review and process change requests
Assisted in online platform training to clients
Updating marketing database and using Microsoft picture manager to work with client logos
Reviewing W-9 & W-8BEN-E forms
Company FATCA investigation
Client records updated, filed and scanned
Assisted Customer Service during times of heavy workloads
Building and maintaining strong relationships between departments to gain knowledge from different areas of the business
Investigating and matching reconciliations on 3rd party banking system
Liaising with Treasury department to assist further in investigations into unmatched reconciliations
Updating MI statistics on shared worksheets
Sole support to 5 Onboarding Managers to setup and administrate corporate pension plans
Chaired daily admin meetings to ensure working on priority items
Testing and reducing cycle times for customer journey
Appointed to business change projects which directly impacted the Onboarding team
Vetting and keying applications
Vetting and keying corporate AML
Managed emails and telephone calls from clients, their staff, directors, financial advisers, brokers and trust companies
Worked with local and international trust companies to regulate pension plans
Worked with internal customer support managers to ensure the smooth transition of a new plan, from new business to business as usual
Assisted in conference calls with clients
Involved in project for business performance enhancement
Co-presented customer focused presentations
Assisted in rolling out large client group training sessions to Customer Service staff
Procedural review and process change requests
Assisted in online platform training to clients
Updating marketing database and using Microsoft picture manager to work with client logos
Reviewing W-9 & W-8BEN-E forms
Company FATCA investigation
Client records updated, filed and scanned
Assisted Customer Service during times of heavy workloads
Building and maintaining strong relationships between departments to gain knowledge from different areas of the business
Statistics, Manager, Treasury, Online, Administrator, Pension, International, Testing, Support, Marketing, Banking, Service, Customer service, Onboarding, Database, Training, Excel
2012 - 2013
job
Client Services Executive
PCL.
(Under same group as AML)
2012 - 2012
job
New Business Administrator
AML.
Administrator
2011 - 2012
job
Senior Bank Official
AIB Isle of Man.
2006 - 2011
job
Personal Banking Customer Services Adviser
Britannia International.
General pub and supermarket work - September 2004 to October 2006
Banking
My education
2003
-
2004
Isle of Man College
N/a, A/S Photography B
N/a, A/S Photography B
2001
-
2003
Isle of Man College
Degree, Multimedia
Degree, Multimedia
Castle Rushen High School
GCSEs, Drama B
GCSEs, Drama B
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