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Kim Hardie

Kim Hardie

Client Data Administrator

BNY Mellon

Client Data Administrator

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BNY Mellon

Client Data Administrator

New client take-on, terminations, & deceased client processing and checking, reconciliation's of systems to ensure all data is consistent and compliant within time scales, including liaising with other teams.
Know-Your-Client input, including tax status to comply with relevant legislation. Input of tax status on certain classes of contact on accounts.
Updating and setting up of client reporting and fees, ongoing anti-money laundering activities on accounts.
Bank postings to client accounts
General office tasks; filing, emails, photocopying as required. Use of Lotus Notes and SharePoint.

Career medium 05
Career
Career medium 02

Macsween of Edinburgh

Production and Purchasing Administrator

Raising Purchase orders with suppliers and receipting goods in using Forumul8 software
Matching delivery notes and invoices to purchase orders, querying any discrepancies with suppliers
Preparing paperwork for stock transfers between factory and storage
Organising transport for deliveries
Reconciliation of stock on company system against storage invoices
Investigating any queries regarding quantities of stock on hand at the factory
Ordering pallets and organising collections of pallets
Processing staff time sheets on clocking software and printing reports on a weekly basis
Answering telephones and directing calls
Changing server back up tapes on a daily basis
Other general admin duties

Career

Company Reporting (Bespoke Databases) Ltd

Data Acquisition Assistant

Successfully supported the project teams to ensure that all appropriate company reports were available for analysis
Successfully imported information to the central database to timelines and requirements
Successfully identified information that was required by each of the Project Officers
Full responsibility for performing quality assurance on the Junior Administrators data inputting

Career medium 01
Career
Career medium 01

Company Reporting Ltd

Junior Administration Assistant

Dealt with all incoming calls in a friendly and effective manner
Full responsibility for ensuring mail was reviewed and distributed appropriately
Other general administration duties

Career

Edinburgh Telford College

AAT Level 4, Accounting

Edinburgh Telford College

HNC, Accounting

Edinburgh Telford College

Intermediate 2 Business Admin, Business Administration and Management, General

Edinburgh Telford College

Intermediate 2 Business Management, Business Administration and Management, General

Beeslack Community High School

Standard Grades (Scotland)