Brenda Visser - Boer
Amsterdam
Summary
Results-driven, multitasking, and dedicated office manager and support business manager with over 5 years of experience at RBS/National Westminster Bank PLC. Effective communicator at all levels, skilled problem solver, and highly organized. Motivated to work independently or as part of a team. Committed to achieving goals and always giving maximum effort. Experienced in managing central functions, supporting stakeholders, and adapting to changing operating models. Served as a business support assistant and PA to various directors, also taking on the role of secretary for the Dutch Works Council in NWM NV. Excited to tackle new challenges in a dynamic environment.
Overview
16
16
years of professional experience
Work History
Fund Administrator
Sheldon Invest
10.2023 - Current
- Contributed to the implementation of new software systems, improving overall efficiency in managing funds.
- Participated in ongoing professional development opportunities such as attending conferences or seminars related to fund administration best practices.
- Developed training materials for new staff members joining the team, fostering an environment conducive to learning and growth.
- Streamlined fund administration processes, resulting in increased efficiency and reduced operational costs.
- Assisted in the onboarding of new funds, ensuring a seamless transition from previous administrators.
Support Business Manager, Executive Support and secretary of the Dutch Works Council
NWM NV
01.2020 - 12.2022
- Preparing and collecting deal information to present the managing board on a monthly basis
- Setting up the process to administrate and pay the legal invoices related to the NV deals in the right and most efficient way, by raising the PO, paying the invoice and taking care of the reimbursable invoices
- Maintain monthly contact with the Western European Office Managers
- Collecting MI and solving recurring issues
- Support the quarterly audit testing on closed NV deals
- Support the local team and Managing Director with business travel, Expense reporting and client entertainment
- Support the Dutch Works Council with the full scope of duties as secretary
- Organised various internal events like Zuidasrun, mobile photography class and participated in local volunteering work
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained electronic filing systems and categorized documents.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Managed executive calendars, scheduling appointments and meetings to optimize time management.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
- Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
- Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
- Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
- Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
Office Manager
National Westminster Bank PLC
06.2017 - 12.2019
- Company Overview: National Westminster Bank PLC; Royal Bank of Scotland PLC, The Netherlands
- Arrange and coordinate internal and external meetings, including room and equipment booking and meeting management
- Assist in organization of meetings with regard to invitations, meeting rooms, IT and catering
- Diary management, maintain schedule of team meetings and activities internal and external, log the meetings in systems and advice reception on any external visitors
- Business trip management, act as local contact for travel booking and strive to ensure cost reduction and efficient travel booking in compliance with group policies and procedures
- Prepare travel expense claims and travel reports
- Maintain stationery supplies for the office
- Responsible for BHV certification and general health and safety rules
- Movement new office (supported by CBRE)
- Responsible for contract management in country, central contracts are managed out of the UK
- IT and network drives to be compliant and monitored, record management inventory
- Support the Corporate Banking Team in country in their day by day business activity
- Keep client contact list CFO/CEO group treasurer up to date and organise client events/private dinner/lunches on request
- Support the Country Head for client event promotional initiatives
- National Westminster Bank PLC; Royal Bank of Scotland PLC, The Netherlands
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Assistant relationship banker(Analyst)
Royal Bank of Scotland PLC
07.2009 - 12.2015
- Support clients and bankers with new KYC onboarding and CDD periodic reviews including Sanctions and ESE approvals
- Act as a key point of contact for KYC triage calls, client services calls for top tier clients and monitor the progress reports, complaints, follow up actions and client filing and keeping records up to date
- Prepare and provide input for monthly Risk and Control meetings
- Ensure excellent customer service in meeting their immediate needs and monitor follow up actions
- Maintain competence in the role through continuing professional development to ensure excellent levels of product knowledge
- Implement, share and understand new policies to meet local and regulatory requirements
- Support bankers with COP processing and set up client team meetings
- Collect and distribute data on client revenues, RwA's
- Good understanding of products and builded up great network of internal stakeholders within operations, business management, compliance, product specialists, middle office, legal
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
- Improved customer satisfaction by offering expedited service for loan and credit applications.
- Streamlined account opening processes, reducing wait times and improving overall client experience.
- Collaborated with team to meet and exceed quarterly sales targets for financial products.
- Implemented new CRM software to better track client interactions and needs.
- Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
- Maintained customer records and updated account information.
- Verified customer identity and reviewed documentation for accuracy.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Increased efficiency by streamlining data analysis processes and implementing automation tools.
- Managed multiple projects simultaneously while adhering to strict deadlines and quality standards.
Education
Professional English writing -
BHV examination and certification -
BHV.NL
Amsterdam, Netherlands02-2022
Compliance Institute Seminar /Training on 4th and 5h AMLD Education History -
NATWEST
09.2018
Determent to Lead training -
NATWEST
02.2018
Yearly Western Europe Offsite for Office Managers - Business Administration And Management
NATWEST
United Kingdom01-2018
MLRO certificate - Certificate in Financial Crime Prevention
ICA
03.2017
Excel/ Powerpoint training - personal effectiveness, speed reading
NATWEST
06.2016
APGM Prince2 Foundation & Practitioner -
APGM
07.2015
RBS KYC CDD Workshop -
RBS
06.2015
HAVO -
Rijks Scholen Gemeenschap
06.1995
MAVO -
Maarten Luther MAVO
06.1993
Skills
- Excel Data Analysis Skills
- Proficient in PowerPoint
- Proficient in Word
- PRINCE2 Foundation Certification
- Effective Multitasking
- Problem Solving
- Effective Communicator
- Strong Organizational Abilities
- Focused on Timely Deliverables
- Approachable Team Player
- Proactive Problem Solving
- Creative Problem Solver
- Motivated Professional
- Enthusiastic About New Initiatives
- Dynamic Presence
- Operational Risk Mitigation
- Budget Management
- Senior Executive Support
- Administrative Support
- Service-Oriented Mindset
- Customer Understanding
- Records Administration
- Effective Project Management
- Client-Focused
- Strong Verbal and Written Skills
- Client Relationship Management
- Team Development
- Administrative Management
- Regulatory Audit Support
- Documentation Management
- Expense Management
- Mail Distribution Coordination
- Procedure implementation
- Database administration
- Facility management
- Accounts receivable and payable
- Report preparation
- Event coordination
- Appointment coordination
- Meeting planning
- Travel coordination
- Billing
- Expense control
- Data confidentiality
- Digital file management
- Transaction monitoring
- Incident reporting
- Corporate governance
- Meeting support
- Records maintenance
- Compliance monitoring
- Budget administration
- Human resources
- Cost control
- Data collection
- Meeting coordination
- Presentation design
- Internal controls
- Regulatory compliance
- Senior leadership support
- Document processing
- Travel arrangements
- Scheduling and coordinating
- Willing to learn
- Safety protocols and procedures
- Verbal and written communication
- Onboarding and orientation
- Teamwork and collaboration
- Growth planning
- Contract administration
- Business management
- Organizational skills
- Client account management
- Customer service
- Office management
- Scheduling and calendar management
- Administrative support
- Bookkeeping
- Relationship building
- Mail handling
- Scheduling coordination
- Business administration
- MS office
- Customer relationship management
- Administration and reporting
Websites
Languages
Dutch
English
Hr Tasks
- Unit 4/PWC HR tasks
- Team holiday planning
- GPL Mandatory learning and other mandatory employee tasks
- Understand new Privacy Law (GDPR)
- Onboard new joiners and Offboard leavers, complying with the PES rules and supporting HR on this
- Keep record of employees up to date and frequently have meeting with HR UK to comply with the latest rules and implement any new
Office Management
- Organize weekly calls with other Office Managers(Paris, Madrid, Milan, Stockholm, Frankfurt, Madrid) main goal learn from each other share information and create a stable Western Europe Office Manager Community
- Acting as first point of contact for the colleagues in country and the outsourcer of services
Finance
- Review T&E budget, sent invoices for approval and have them executed by our finance provider
- Monthly UK Finance calls to raise issues/ concerns and keep the right governance in place
- Quarterly review on authorisation process bank accounts
- Monitor DNB financial regulatory reporting is reviewed and submitted in time
- Taking an active part in the budgeting process
Conduct Compliance
- Comply with the Gift and Entertainment (G&E) policy
- Report and Register any regulator meeting and minutes in the RRM portal
- Complete the mandatory Conduct and GPL trainings
- Comply with the complaint management
- FIU registration
- Speak up testing
- Dawn Raid training
- Create and maintain ESE and Sanctions planner
- Monitor MI KYC and PEPS
- Create and maintain Risk Forum for Western Europe Countries
Client Office Strategic Planning
- Client opportunity plan and forecast planning on L1 level
- Create growth agenda
- Celebrate won deals and monitor revenues of completed deals in MI reporting
- Ensure that the Bankers can rely on a sound local organization to provide seamless business origination
- Teamplayer within various teams and functions
- Introduce a strong teambuilding & connectivity between the teams in Western Europe
- Interact with teams across the bank including Debt Capital Markets, Loan Markets, Corporate Advisory, Rates and FX
Business Management
- Be the first point of contact for internal processes/policies
- Continued knowledge about bank products and policies
- Perform monthly Horizon Scanning with support of legal to comply with local rules and legalisation
- Monitors and implements regulatory obligations and administrative systems in order to comply with all RBS policies and local law and legislation where applicable
- Responsible for the regularly required internal and external Management Information, including Business, Finance and Compliance
Facility Management
- Organises the maintenance of the office facilities like IT infrastructure, equipment and supplies of stationary
- Performs the Contract Manager role for the suppliers in the Netherlands
- Be the first point of contact for outside vendors and suppliers
- Acts as a Project Manager for infrastructure and new product delivery
Hobbies and Interests
- Travelling around the World
- Bootcamp with friends, colleagues or just go to the Gym for a work-out
- In and Outdoor Cycling
- Cooking great dinners for Family and Friends
- Reading new books
- Visiting Musea when abroad
- Painting and use my creativity
- Shopping in Milan
- Running with my White Sheppard Dog
- Dancing and Festivals
- Motivate and Educate Children
Personal Information
- Place of Birth: Gouda
- Date of Birth: 07/20/76
- Gender: Woman
- Nationality: Dutch
- Marital Status: Married
Timeline
Fund Administrator
Sheldon Invest
10.2023 - Current
Support Business Manager, Executive Support and secretary of the Dutch Works Council
NWM NV
01.2020 - 12.2022
Office Manager
National Westminster Bank PLC
06.2017 - 12.2019
Assistant relationship banker(Analyst)
Royal Bank of Scotland PLC
07.2009 - 12.2015
Compliance Institute Seminar /Training on 4th and 5h AMLD Education History -
NATWEST
Determent to Lead training -
NATWEST
MLRO certificate - Certificate in Financial Crime Prevention
ICA
Excel/ Powerpoint training - personal effectiveness, speed reading
NATWEST
APGM Prince2 Foundation & Practitioner -
APGM
RBS KYC CDD Workshop -
RBS
HAVO -
Rijks Scholen Gemeenschap
MAVO -
Maarten Luther MAVO
Professional English writing -
BHV examination and certification -
BHV.NL
Yearly Western Europe Offsite for Office Managers - Business Administration And Management
NATWEST
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