Louis Anderson

Assisting a senior wealth planner directly by preparing annual book reviews, meetings, client meeting packs, reports to be issued, disinvestments/trades Use of Xplan, Nucleus, CallActivate, and Transfers, time sensitive preparation, meeting clients and organising a client base of 138.

Updating in house systems with up to date and accurate customer details. Expert use of Microsoft office, Account Opening, RID investment desk, Coric and Microsoft Teams. Processing customer requests: this includes cash payments, adhering to CASS regulations and Anti-Money Laundering. AML and consumer duty are paramount. Gathering data and presenting findings. I’ve built everything from trackers to models to present and store information shared company wide. Liaising and teaching with internal departments (ISA, Compliance, Transfers [Internal and External], High Risk Payments, Investment managers/directors) Client onboarding both New Business and Transition. Expert experience in Charities, Trusts, Company’s, Individual & Joint accounts and Junior ISAs.

Managing my own schedule, routes and timeliness Working in a fast-paced environment Duty of care to clients and personal van maintenance

Experience in a professional environment. Learned how to use Xero and mange client’s financials. Undertaking clerical tasks such as typing, making phone calls and bookkeeping.

Met and surpassed productivity targets and quality standards. Established long-term customer relationships through prompt and courteous service.

Maintained confidentiality and compliance standards. Diminished process lags by assisting physicians on wound care, full body and focused assessments and abnormality reporting. Optimised patient satisfaction, assisting senior leadership with medical procedures while explaining all exams and processes. Completed documentation of care, hospital actions and patient activities.

I worked on a floating bar and restaurant for 6 weeks (Summer of 2016) in the Caribbean. Travel experience and independence. An ability to adapt to new situations and challenges.

Served each guest with sincere, positive, pleasant and enthusiastic attitude. Managed team of 3 employees, overseeing the hiring, training, and professional growth of employees. Processed cash, credit card and voucher payments.

Processed cash, credit card and voucher payments. Managed customer service by training staff, overseeing operations and resolve issues quickly. Oversaw bar inventory, restocked supplies and placed orders.

Mentored junior team members and managed employee relationships. Monitored multiple databases to keep track of all company inventory. Delivered an exceptional level of service to each customer by listening to concerns and answering questions.