MATTHEW PATRICK HOWELS

Home address:	1781 Riverside Drive
			New York
			NY 10034						

E-mail:		matt_5104@hotmail.com
Mobile Tel No:		44791 5056222
	
PERSONAL PROFILE

An enthusiastic, self-motivated individual with excellent analytical and administrative skills. A good team player with 
excellent organisation and communication skills, looking to broaden my career within the financial services industry 
as a whole.

CAREER SUMMARY

Lloyds TSB Private Banking, Central London 
January 2007 – September 2007

Private Banking Manager’s Assistant:

Carried out a range of clerical duties mainly related to portfolio administration and customer services duties, 
ensuring that the work is completed accurately and adheres to all specified Bank processes, procedures, standards 
and relevant external regulations. One of several points of contact for incoming client enquiries and instructions by 
letter and telephone. Responded to a range of enquiries, clarifying the customers understanding of the information 
given. Contributed to the identification and recommendation of methods of improving quality of service and 
operational effectiveness within the team. 

Appointed Office Health and Safety Manager and Fire Marshall.
Awarded Assistant of the Month Award for customer service project.
Gained valuable analytical and administrative skills.
Trained in the extensive use of the computer based Relationship Management System (RMS), used to manage client 
portfolios.

Jardine Lloyd Thompson, Central London 
September 2005 – January 2007

Pensions Administrator: 

Undertook all routine administration tasks on a portfolio of clients efficiently and accurately, including end of year 
Financial Disclosures and Renewals. Maintained databases, calculating member benefits, processing member events 
and prompt investment of scheme contributions. Dealt with financial advisers and actuaries in regards to the 
administration of portfolios, and also liaised with members, clients and trustees when customer queries required 
resolving. 


EDUCATION AND QUALIFICATIONS

University of Southampton, United Kingdom:	

September 2002 – July 2005
3 year full-time course culminating in the award of a Bachelors Degree in Aerospace Engineering. Result: Lower 
Second, with Honours.