
Helen Leese
Medical Secretary

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About me
Office Manager at Potter Space
Education

The Open University
-BSc PSYCHOLOGY
Experience

NHS
Jul 1987 - Sept 1988Medical Secretary
Smith & Nephew
Sept 1988 - Oct 1991PA to National Sales Manager
BT
Oct 1991 - Sept 1993PA to Global Customer Service Manager
Trinity & All Saints University College
Sept 1995 - Jun 2000Word Processing Tutor.webp)
The Association for Perioperative Practice (AfPP)
Oct 2003 - Apr 2010Editorial Assistant
Hg3 Conferences Ltd
Apr 2010 - Sept 2013Events Assistant%20LLP.webp)
EURA AUDIT UK (HARROGATE) LLP
Sept 2013 - Jul 2015PA to Senior Partner
Saint Michael's Hospice
Jul 2015 - Mar 2018PA to Deputy Chief Executive
SHINE Trust
Apr 2018 - Nov 2022Executive Assistant and Systems ManagerSHINE is a charity set up by a group of HNW philanthropists to help raise the attainment of disadvantaged children from the North East, North West & Yorkshire. My first 12 months at SHINE were spent as EA Grants and Finance, however, a new member of staff was employed part-time to take over some of my role to enable me to implement more streamlined working practices for the business including the CRM system; Salesforce. Duties are varied but include:• HR role overseeing; recruitment, inductions, holiday, sickness and lieu time • Process online banking payments using Xero• Support accountants for monthly accounts and annual audit and managing operational budgets• Office management; liaising with external contractors regarding maintenance issues and office moves• Lead on GDPR • Lead on Health and Safety• Lead on Policies and Procedures • Manage the CRM for both grants and fundraising• Lead on the implementation of Salesforce upgrades to ensure it delivers best value across the team• Manage Board Meeting dates, book rooms, catering and produce accurate minutes for up to 18 people• Overseeing funding agreements for grantees and audit grant paperwork• Process donations and Gift Aid claims• Research• Absolute discretion and confidentiality Show less

Potter Space
Dec 2022 - nowOffice ManagerPotter Space owns, operates and develops five business parks across the UK plus a new Head Office in Leeds. Duties are varied but include:• Ensuring the smooth running of the Head Office• Company pensions• Insurance• Company wide IT for Head Office and five sites• Company car maintenance ie, road tax, MOTs and insurance• Implementation of new online HR system• GDPR and Policy and Procedure implementation• EDI implementation team• MD diary management• Travel and accommodation• Company expenses• Collation of Executive Report and minutes Show less
Licenses & Certifications

Mini MBA for Senior Executive Assistants 2021
Your Excellency LimitedJul 2021
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