1. CURRICULUM VITAE
Name Mark Roe
Nationality British
Notice One week
Contact number 07786 516615
E-Mail markroe1980@gmail.com
ACADEMIC BACKGROUND
Education Greenshaw High School, Grennell Road, Sutton
GCSEs: English Language (B), Mathematics (B), English Literature (C), Science (double award) (BC),
French (C), Drama (B), Geography (C), Business Studies (D)
A-Levels: English (B), French (D), Mathematics (C).
Qualifications Lean Six Sigma (Project Management) Yellow belt – attained 11/2010.
AAT Level 1 – attained 6/2006
Proficiencies All MS Office Intermediate – advanced level (including Word, Excel, Powerpoint, Access, publisher,
outlook),Sharepoint, Microsoft Dynamics CRM, Netsuite, Salesforce, SAP, AS400, Adobe Acrobat, First
Software, Plum Software, SAGE SQL, Citrix
EMPLOYMENT RECORD
05/14 – Present Aerohive Networks
Position Sales Operations Administrator – Short-term contract (Contract renewed twice thus far)
Duties
• Daily reconciliation of Netsuite and Salesforce sales information
• Running reports on both Netsuite and Salesforce, and reconciling them using Microsoft Access
• Collating and forwarding of important and sensitive sales information
• Ensuring full confidentiality of sales information
• Recording and monitoring of weekly and bi-weekly sales records
• Inputting new accounts and opportunities into Salesforce when necessary
• Managing the support renewal process
• Authoring quotes to resellers for renewals, upgrades and migrations
• Being first point of contact for both resellers and end users entering the renewal process
• General ad-hoc administrative duties as necessary
10/13 – 04/14 CH2M Hill
Position DC examination team administrator – Short-term contract
Duties
• Daily updating and uploading onto the Sharepoint system
• Updating of projects on the Microsoft Dynamics CRM system
• Collating important project documentation
• Proofreading of project documentation
• Providing technical editing (performed on Microsoft Word) of project documentation. This includes
arranging all documents in the company font, ensuring correct spelling and grammar, correct
heading set, spacing, and other such style changes as necessary.
• Ensuring confidentiality of print-ready documentation
• Performing weekly site visits to sites being earmarked for new Thames tideway project
• Recording condition of sites and notices on company mapping database
• Attending official open floor hearings relating to objections to the tideway tunnel
• Collating and providing of official documentation to speakers at the open floor hearing
• Recording and auditing of timesheets and subsequent overtime hours worked (using Microsoft
Excel) by approx. 25-30 project staff
• General ad-hoc administrative duties as required
06/13 – 10/13 Various Agencies
Position Temporary short-term contracts
Duties
• Temporary role as Administrator for Nuffield Health – Jun 2013 – 2 weeks
• Temporary role as Finance Assistant at FEME Ltd – Jun 2013 – 6 weeks
• Temporary Operator for South East Coast Ambulance Service – August 2013 – 8 week
2. CURRICULUM VITAE
03/13 – 05/13 AML Tax UK Limited
Position Temporary Administration Manager – Short term on-going contract
Duties
• Ensure the department runs smoothly.
• First point of contact for all new business enquiries
• Processing all new business, including application forms, AML (anti-money laundering) documents,
KYC (Know your client)and all other documents as necessary.
• Writing weekly sales reports based on new and retained business
• Updating of weekly spreadsheets, including weekly cash received (including contractor billing),
leads log, forecasts and cash outstanding
• General invoicing
• Making debtor calls, chasing payments
• Designing and arranging presentations for meetings
• Preparation of marketing materials to use at meetings and also to hand to clients or potential
clients.
• Compilation and proof reading of client contracts, client reports and other such documents.
• Liaise with trust company in Isle of Man to ensure smooth opening of accounts and trusts
• Constant liaison with offices in Isle of Man and Manchester to ensure consistent and smooth day to
day running of department
• General administrative duties, including but not limited to: E-mail correspondence with clients,
answering the telephone, updating presentations and general correspondence to company
standard, letter writing, minute taking and other such administrative tasks as necessary
09/12 – 03/13 21st
Century Technology Solutions Ltd
Position Sales Support - Permanent
Duties
• Ensure the department runs smoothly.
• Compile research into transport systems for numerous European countries
• Attending road shows across Europe, being a point of contact for any queries relating to 21st
’s
product range.
• Set up monthly team meeting, and arrange presentation as required.
• Minute taking for the aforementioned meeting.
• Preparation of marketing materials to use at meetings and also to hand to clients or potential
clients.
• Compilation and proof reading of tenders and documents.
• Updating of general office practices (I have recently turned the team into a paperless department,
setting up online filing systems which can be accessed offline also, which was not in place before).
• General administrative duties, including but not limited to: E-mail correspondence with clients,
answering the telephone, updating presentations and general correspondence to company
standard, setting up road show stand (including procurement and recording of stock), and other
duties involved in supporting the sales team.
01/09 – 05/12 DEVONSHIRE CORPORATE SERVICES LLP (part of Kingston Smith LLP)
Position Administrator - Permanent
Duties
• Ensure that all targets are met, as well as ensuring the department runs smoothly.
• Compilation of reports, letters and all and any ad-hoc documentation given by the senior partners.
• Point of contact for all of our clients, ranging from small businesses to large limited companies and
PLC’s.
• Manage and administer over £25m of Trust monies across several HNW clients.
• Ensuring a close and continued relationship with these clients, I took it upon myself to ensure that I
speak to all senior trust representatives at least once a fortnight, and all participators within the trusts
at least once a month. This personal touch has aided in the continued repeat business, and also
several client referrals, which has turned into new business.
• Coordinate with two senior partners on a bi-weekly basis, presenting results from the previous
fortnight, outlining all points, indicating where positive alterations can be made in our processes.
Meetings are held fortnightly due to the constant, efficient running of the department
• Management of three senior partner’s diaries
• Booking of travel arrangements for senior partners and staff
• Setting up conferences for IFA’s and clients visiting, including sourcing lists and forwarding
invitations.
• Minute taking
• Effectively meeting deadlines of varying time restraints per request from Firm's Senior Partners
• Responsible for all implementation, as well as overseeing the collation of the lists for the
monthly/quarterly bulk marketing mailers
• Liaise with numerous outside companies, such as online ad agencies and printing firms, as well as
internal teams, such as corporate finance, marketing and legal.
3. CURRICULUM VITAE
• Owning and dealing with any and all complaints forwarded to me by our clients until they are
resolved
02/08 - 12/08 AWD CHASE DE VERE CORPORATE SERVICES
Position Tax and Trust Administrator - Permanent
Duties
• Administering a busy tax and trust department of a world renowned financial investment company
• Liaising with clients and building solid relationships with them, assessing their requirements
• Author and Process reports to coincide with customer requirements
• Coordinating with two directors, I was responsible for diary management, arrangement of both
internal and external meetings, invoice reconciliation, and any other administration responsibilities.
• Orchestrated re-branding of documentation, including new template designs for reports and
official letterheads.
• Supervise the transfer of clients from the directors previous employ
• Liaise with legal and marketing teams to ensure smooth transition
12/07 - 02/08 O’NEILLS
Position Chef – Short-term temporary
08/06 - 07/07 FIDELITY INVESTMENT SERVICES
Position Financial Services Associate - Permanent
Duties
• Built relationships with IFA’s, service providers and direct investors
• Performed deals within ISA’s, PEP’s, OEIC’s, UT’s and also SIPPs. This included fund switches, sales,
and also new buys (not PEP’s)
• Demonstrated excellent product knowledge and client skills at all times, and was given role as
senior trainer because of this
• Provided in-depth SIPP and Trust training to senior members of staff
• Interacted with managers and directors regarding the staff training for IFA based, back office
software (examples being 1st Software, Intelliflo, Plum Software)
• Oriented and trained chosen senior staff in line with the above software systems
• Provided constant and consistent ongoing support for all staff members regarding all of the above
training
• Corresponded with major providers, including Invesco Perpetual, Cofunds, James Hay, Transact &
AWD Chase De Vere
02/05 - 07/06 SEAFLAME COMPANY LIMITED
Position Fleet Administrator - Permanent
Duties
• Working as the only administrator within a busy contractor, I was in charge of a fleet of over 150
vehicles, ensuring that the vehicles were legal and roadworthy, booking in relevant works and
ensuring that all charges and fines were paid in a timely fashion.
• Administer a fleet of over 150 vehicles
• Encouraged and oversaw the purchase of 15 new vehicles into the fleet
• Identified savings possible by switching from Petrol/Diesel engines to dual NPG/fuel engines
• Confidently liaised with major dealership regarding subsequent purchase of vehicles
• Secured large discount before agreement in place
• Reconciliation and allocation of all invoicing
• Ensured any fines/charges paid within the time restraints set out
10/01 - 01/05 J D WETHERSPOONS PLC
Position Bar Supervisor / Shift Manager - Permanent
Duties
• Manage team of up to 20 staff members
• Trained staff members up to Supervisory level
• Motivated staff to ensure high levels of customer service and satisfaction
• Ensured all company policies were adhered to at all times
• Reconciliation of cash
• Rota writing ensuring all shifts covered adequately
• Hand picked by area manager to undertake training of initiates at new site at Heathrow Airport
