SOPHIE HEVEY

- Managing Accounts Payable and Receivable with MYOB.

- Assisting the Office Manager in the day-to-day running of the office, including ordering supplies, answering phone queries, booking meeting rooms etc.

- Organising office events and arranging catering.

- Fortnightly payroll processing.

Managing the accounts admin inbox.

- Tracking employee annual and personal leave.

- Using Mac Office Suite.

• Provide administrative assistance to Director across all areas of the business

• Management of email inbox (admin, support & accounts)

• Project management of new software implementation

• Handle and coordinate active calendars

• Assist with client bookkeeping tasks

• Ensure file organization based on office protocol

• Experience using XERO system

• Supporting financial advisors in progressing mortgage, life, and pension applications until completion.
• Managing the pipeline of mortgage, life, and pensions applications and proactively driving completions to achieve targets.
• Liaising with 3rd parties withing the application process, building relationships, and engaging constructively will all parties to meet client needs.
• Ensuring compliance procedures are followed and relevant documents copied to client files.
• Processing offers and finalizing documentation for policy issue.
• Managing client and 3rd party queries and application alterations in existing client arrangements.

• Checking, processing and issuing new business applications, ensuring that the content is accurate and correct in a timely manner complying with Anti Money Laundering procedures, SLAs and CPC regulations.
• Dealing with customer queries regarding new business and current polices by phone and email; Working as part of a team and independently on projects to improve company processes.
• Processing retirement documents and completing retirement options for clients settling their AVCs.
• Working closely with our Internal and External Financial Consultants team to provide a high level of service to new and existing clients.
• Liaising with different insurers on behalf of clients.

• Making/taking calls to/from members of the public sector unions to schedule appointments with the company’s field-based consultants.
• Taking on extra administrative responsibilities such as running reports for management etc.
• Dealing with client queries, Maintaining group mailboxes within agreed service levels, General data entry and scanning.
• Responsible for performing tasks in a compliant manner in line with the requirements of the Financial Regulator.
• Working within a team to meet and exceed team targets; Cross-selling other Cornmarket services.
• Effectively training incoming team members
• I was also shortlisted for an Excellence in Service award in 2020.

• Representing and promoting UCD to a high standard; Providing Campus Tours of the UCD
• Belfield Campus to prospective students; Presenting informative talks to large groups of prospective students; Assisting at external events and engaging with prospective students, meeting and greeting guests, providing directions to visitors.