Claire Mackenzie

Experience

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  Lewis Wadsworth Estate Agents

  Sept 1997 - Jul 1999

  Administrative Secretary

  Typing and word processing, filing, dealing with the diary, incoming and outgoing mail.Banking, petty cash, invoicing and stationery orders.Setting up databases and spreadsheets.Dealing with the public both over the telephone and in person.Training and guidance of new members of staff.Advertising of properties in the local paper, including laying page designs and proof reading before going to print.Checking and submitting of mortgage applications to the different lenders.Following up of new mortgage cases, providing ongoing support and guidance for lenders. Show less

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  Barnsley Building Society

  Jul 1999 - Jun 2000

  Securities Clerk

  Title deeds on loan, lenders references, registering second charges.Maintenance of the society’s solicitor’s panel and Title Deeds Safe Custody Scheme.Dealing with enquiries from the public and branch staff.Efficient administration of mortgage accounts and other day to day tasks.Assessing new Title Deeds and endowment policies.Assisted with Direct Debits for the society’s mortgage accounts and covered this in the event of absences.

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  Barnsley Building Society Financial Services Ltd

  Jun 2000 - Nov 2002

  Personal Assistant

  Providing an efficient and confidential secretarial service involving the typing and word processing of reasons why reports, letters and other documentation.Organising the financial planning manager’s diaries and having to make sure they are fully prepared for appointments and meetings.Obtaining quotations from investment providers for the various investments, insurances, pensions and mortgages before passing them on to the Financial Planning Managers for appointments with Clients.Submitting investment/mortgage applications to the investment companies and then monitoring the applications through to the issue of the policy/on risk dates. Checking policies thoroughly before sending them to Clients.Obtaining valuations on Client’s behalf for their investments.Arranging meeting venues and accommodation where appropriate.Updating and maintaining the client databases and spreadsheets using Microsoft Access and Microsoft Excel.Preparing statistical analysis and reports for the financial planning managers and managing director.Dealing with enquiries from clients, other financial institutions, insurance companies and other professional organisations such as solicitors both in person and over the telephone.Researching new products and systems.Controlling incoming and outgoing emails using Microsoft Outlook and where appropriate responding to enquiries.Training and guidance of new staff and also the supervision of other administrators and clerical assistants in the office.Recruitment and selection of office staff, including assisting in the writing of job descriptions and person specifications, short listing and interviewing.Conference organising and other marketing and publicity events.Market research and the design of appropriate questionnaires. Show less

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  Department for Work & Pensions

  Jan 2003 - Jan 2004

  Administrative Officer

  Dealing with enquiries from clients over the telephone and monitoring the enquiry through until a satisfactory outcome has been reached.Processing new pension applications all the way through.Updating and maintaining the National Insurance Database for all people in the country with regard to the various benefits and pensions they receive.Dealing with change of circumstances for clients and processing the new information until the database has been updated.Advising clients on the various benefits available to them and advising them how they can claim the benefits and answering any questions they may have.Word processing various letters and other documents to be sent to clients.Dealing with incoming post relevant to my section before sending to file.Ensuring excellent customer service levels are maintained at all times. Show less

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  William cooper ltd

  Feb 2004 - Jan 2022

  Office Manager

  Office and Administration Management.Quality Assurance (ISO 9001 Management Representative).All aspects of Purchase Ledger (using Sage Accounts).Weekly Payroll, HMRC Submissions & Wages Journals (using Sage Payroll & Sage Accounts).Health & Safety (CHAS, CDM Regulations, Method Statements & Risk Assessments etc.).CIS Scheme, HMRC Submissions, CIS Monthly Statements.Training & Development of Site and Office Staff.Petty Cash.Company Credit Card/Cash Book Vouchers, monthly bank reconciliation.Quotations.Procurement for tender opportunities. Show less

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  RPP

  Jan 2022 - now

  • Group Business Manager

    Jan 2022 - now

  • Office Manager

    Jan 2022 - now