Summary
Overview
Work History
Skills
Certification
Affiliations
Personal Information
Timeline
Generic

Caroline Sheridan

4 Sherilec House, Stafford Gardens, Stafford Lane, St Helier

Summary

Experienced Office and Project Manager with a proven track record of streamlining operations and enhancing efficiency.


I am a positive and highly motivated individual who strives to achieve the highest standards in every task. My excellent interpersonal skills enable me to build strong relationships effortlessly with colleagues, clients, and suppliers.


I thrive in a team environment, fueled by a passion for making things happen, collaboration and achieving meaningful outcomes that drive business success and inspire growth

Overview

19
19
years of professional experience
1
1
Certification

Work History

Office Manager/Project Manager/Director/Company Secretary

Micron M&E Services
07.2018 - Current
  • Office Management: Responsible for leading a team of administrative professionals to ensure the efficient functioning of daily operations while providing necessary guidance and support
  • Additionally, overseeing a team of technical engineers to ensure the successful delivery of the services offered by the company
  • Project Management: Responsible for managing client relationships, as well as overseeing project execution and the delivery of services
  • Human Resources: Responsible for the recruitment and implementation of training and development programs aimed at enhancing employees' skills, knowledge, and professional growth within the company
  • Finance Management: Responsible for managing, monitoring, and reporting on the company's finances while actively pursuing procurement contracts for business growth
  • Day-to-Day, Weekly & Monthly Duties:
  • Improve operational effectiveness by streamlining business operational work processes and procedures
  • Oversee daily office operations and ensure the office processes run smoothly
  • Oversee and coordinate the work schedules of employees to ensure that all tasks are completed efficiently and within deadlines
  • Assist in the recruitment process by sourcing candidates and conducting comprehensive vetting procedures prior to employment and applying for work permits where necessary
  • Oversee the onboarding of new employees by compiling detailed induction packs that encompass essential information regarding company policies, procedures, and benefits, along with the preparation and distribution of employment contracts
  • Coordinate and facilitate all meetings pertaining to human resources, including but not limited to disciplinary meetings, performance evaluations, and team-building sessions
  • Maintain accurate and up-to-date personnel records for all employees
  • Analyse and identify human resources trends within the Company to recognise key issues that warrant attention, thereby enabling informed decision-making and the efficient allocation of resources
  • Ensure that all internal human resources communications are strategically planned and executed, addressing relevant issues, initiatives, and programs
  • Actively seek feedback to ensure that the perspectives and needs of the team are thoroughly considered in all decision-making processes, ultimately contributing to a more supportive work environment
  • Manage the monthly payroll, combined CER returns, manpower and quarterly GST returns
  • Manage the office budget by creating detailed financial plans, tracking all expenses, and ensuring that spending aligns with the allocated budget
  • Regularly review financial reports to identify trends, make informed decisions, and implement cost-saving measures as necessary
  • Provide detailed and precise cost estimates for services offered, which involves analysing project requirements, assessing resource needs, and calculating expenses to give clients clear and comprehensive pricing information
  • Overseeing the management of accounts payable and accounts receivable to ensure timely processing of invoices and payments
  • Monitor suppliers and subcontractors to ensure efficient and effective services are provided
  • Deliver precise and dependable forecasts for sales performance
  • Provide support in the preparation and compilation of the annual financial accounts, ensuring accuracy and compliance
  • Set up new companies, open associated bank accounts, and obtain any necessary business licenses
  • Ensure the maintenance of company records and the completion of annual returns for multiple companies as required by the Jersey Financial Services Commission (JFSC)
  • Thoroughly analyse market trends and customer needs, identify and strategically target key opportunities to generate and secure new business
  • Build brand awareness through targeted advertising and engaging events
  • Conduct meetings with our clients to assess our service delivery, create and develop long-term business opportunities by collaborating with both our existing and potential customers on a continued basis
  • Establish the execution of all contracts and ensure strict compliance with SLAs throughout the entire contract duration
  • Facilitating the procurement of contractual work by coordinating the tender process among internal team members and external suppliers

Fund Administrator

Aztec Financial Services Group Limited
03.2015 - 07.2017
  • Overview of Role: To provide administration to a portfolio of SPVs established to participate in a variety of funds transactions
  • Day-to-Day Duties:
  • Administering funds and management companies within the team and liaising with clients on a daily basis
  • Checking and maintaining spreadsheets and cash flows to ensure money transfers are initiated, capital calls paid and all other standard items are dealt with using a number of online banking platforms
  • Ensuring full and sufficient data is provided to bookkeepers to enable them to fulfill their functions
  • Coordinating company secretarial matters, including attendance and preparation of agendas, minutes and collation and distribution of board packs for board and committee meetings
  • Maintenance of registers and records
  • Assist with the incorporation of companies, annual and any other ad-hoc filings
  • Ensuring accurate investor records are maintained and process all investor changes/transfers
  • Coordinating and monitoring the entire investor subscription process and liaising with legal representation where necessary to satisfy investor and company requirements
  • Coordinating receipt of, and analysing the quality of, investor due-diligence documentation

Senior Custodian Trustee Specialist

Kleinwort Benson Private Bank, Jersey, C.I.
10.2007 - 12.2013
  • Overview of Role: Delivering high quality custodian trustee service in accordance with service level agreements whilst ensuring compliance with various fund documents regulatory requirements
  • Day-to-Day Duties:
  • Monitoring Fund Administrators to ensure delivery of quality of service and receipt of relevant documentation to fulfill a Custodian role
  • Liaising with our client solutions department to ensure a smooth successful acceptance of new business
  • Building and maintaining strong relationships, both with clients, and with key introducers of business
  • Consulting with legal advisors and other third parties to ensure a thorough understanding of the new client and their requirements
  • Proactively fulfilling the role of the direct point of contact to designated clients to develop client rapport and facilitate effective two-way communication between all Fund parties, ensuring their requirements are dealt with effectively and efficiently within the specified/agreed deadline stipulated in the SLA
  • Reviewing Fund scheme particulars and regulations to ensure the tasks being carried out are in line with legal and regulatory requirements
  • Performing valuation reconciliations, preparing VAT returns and arranging the release of stock and cash
  • Regularly reviewing processes and procedures to identify potential improvements to the efficiency of the service provided in conjunction with industry standards
  • Coordinating the convening of board meetings in connection with specific Fund transactions
  • Mentoring and development of junior staff members

Customer Service Representative

HSBC International, Jersey, Channel Islands
04.2006 - 10.2007
  • Overview of Role: Dealt with customer’s day-to-day queries and administration of internationally based clients including making payments, ordering cards, cheque-books, statements, booking foreign exchange deals, investigations and dealt with internet queries
  • I operated various systems to remove, view or place blocks on cards
  • Day-to-Day Duties:
  • Handled and swiftly resolved complex queries and customer complaints in a professional and effective manner
  • As part of the Premier Customer Service Team, dealt exclusively with high net worth customers resolving every call whilst ensuring the customer had excellent customer service experience
  • Maximised sales opportunities by promoting the highest standards of customer care, using the skills and knowledge of products to consistently identify opportunities to develop sales potential
  • Maintained an up-to-date knowledge of products, services, systems and work processes necessary to carry out the role
  • Training on systems and procedures for junior and new members of staff and referral point for team members, with responsibility for call monitoring

Skills

  • Literate in computer software packages: Offshore Payroll; Ariba; Lotus Notes, Citrix, Milvus,4Series, Saperion & SharePoint
  • An ability to communicate effectively with colleagues, clients and suppliers
  • Knowledge of office administrator responsibilities, systems, and procedures
  • Excellent time management skills and ability to multitask and prioritise work
  • Excellent written and verbal communication skills
  • Strong organisational and planning skills
  • A creative mind with an ability to strive to make improvements
  • Customer service
  • Team leadership
  • Verbal and written communication
  • Complex Problem-solving
  • Staff training and development
  • Staff management
  • Relationship building
  • Project planning
  • Budget control
  • Business development
  • Financial management

Certification

  • NVQ Level3 Diploma in Administration
  • OCR Certificates in Text Processing, Word Processing, and Audio Transcription
  • Investment Administration Qualification, Chartered Institute for Securities and Investments: i. Introduction to Securities and Investment ii. Collective Investment Schemes Operation iii. Principles of Financial Regulations
  • QQI Level5 Certificate in Payroll Processing
  • CIPD Level3 Certificate in People Practice
  • Lean Six Sigma Green Belt Certificate

Affiliations

  • During my tenure as President of the Kleinwort Benson Sports and Social Club for several years, I took great pride in organising a wide array of engaging events, from lively social gatherings to competitive sports tournaments. I effectively managed budgets to ensure that resources were utilised wisely, allowing us to provide exceptional experiences without compromising quality. Leading a talented and enthusiastic team, I fostered a collaborative environment where creativity flourished, ensuring that every function was not only well-executed but also truly memorable for all attendees.
  • Qualified First Aider.
  • Member of the Chartered Institute for Securities and Investments.
  • Member of CIPD

Personal Information

I like to think of myself as an active person who loves a calm and balanced lifestyle. My weekends are usually spent enjoying quality time with my family, but I also love to squeeze in some reading, running, yoga, meditation, swimming, cooking, and even furniture upcycling when I get the chance!

Timeline

Office Manager/Project Manager/Director/Company Secretary

Micron M&E Services
07.2018 - Current

Fund Administrator

Aztec Financial Services Group Limited
03.2015 - 07.2017

Senior Custodian Trustee Specialist

Kleinwort Benson Private Bank, Jersey, C.I.
10.2007 - 12.2013

Customer Service Representative

HSBC International, Jersey, Channel Islands
04.2006 - 10.2007

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Caroline Sheridan