Iona Lundie

Highly organised, reliable and detail-oriented professional with experience across administration, financial services and customer-facing environments. I have strong numerical and Microsoft Office skills, with experience handling data, producing accurate reports and supporting colleagues across a busy corporate environment. I am confident communicating professionally with customers and colleagues, managing competing priorities and maintaining a high level of accuracy.

I am now looking to bring these skills to an administrative role where I can provide reliable support to a busy team.

Not specified - Treeline Chalets

(2025-12 - 2026-04)

• Worked across multiple luxury properties while coordinating workloads within a busy team
• Maintained exceptionally high standards, prioritised competing tasks and consistently delivered reliable service within demanding deadlines

Graduate Scheme - Hargreaves Lansdown

(2023-09 - 2025-09)

Completed a competitive two-year rotational graduate scheme across multiple departments, developing strong administrative, analytical and communication skills.

• Worked on the Helpdek, responding to client and colleague enquiries by phone and providing professional, timely support while resolving queries accurately and efficiently
• Managed multiple projects and competing priorities simultaneously, consistently completing work accurately and within agreed deadlines
• Produced accurate reports, presentations and business documentation for senior stakeholders
• Worked with detailed business information and data, maintaining a high level of accuracy and attention to detail
• Used Microsoft Excel and other Microsoft Office applications regularly to organise, analyse and present information
• Built strong relationships with colleagues across departments and communicated professionally with stakeholders at different levels
• Identified opportunities to improve administrative processes and ways of working
• Completed the Level 4 Diploma in Regulated Financial Planning alongside full-time employment, demonstrating strong numeracy, organisation and self-management

Not specified - King's Head Hotel and Restaurant

(2019-12 - 2021-09)

Provided professional and friendly customer service across front of house, reception, housekeeping, and restaurant services.

• Responded to customer requests and enquiries while maintaining a calm and helpful approach in a busy environment
• Supported the day-to-day running of the hotel and maintained accurate standards across multiple responsibilities

Not specified - Schroders

(2022-07 - 2022-07)

• Gained insight into sales and distribution through attendance at sales team meetings and discussions with wealth managers, fund analysts, and other professionals

Not specified - Jupiter Asset Management

(2022-06 - 2022-06)

• Gained exposure to the Distribution function, attending team meetings and learning about different roles and activities within a financial services sales environment

Office assistant - Hargreaves Lansdown

(2017-07 - 2017-07)

• Supported general office administration and liaised with internal departments to ensure the smooth processing of client applications
• Assisted with administrative tasks and helped ensure information was processed accurately and efficiently

BSc - Neuroscience - University of Leeds (2020-09 - 2023-07)

A Levels - Maths (A), Chemistry (A), Biology (A*) - Wycliffe College, Gloucestershire (2014-09 - 2019-06)