MARIA PORTELLI

[email protected] • Douglas, Isle of Man

PROFESSIONAL SUMMARY

Experienced trust and corporate professional currently operating at Associate Supervisor level, with over nine years’ experience managing complex client portfolios within regulated financial services. Demonstrated ability to support senior management, oversee junior staff, improve operational processes, and manage billing and revenue controls. Commercially aware, delivery-focused, and confident in balancing client service, financial performance, and team support within fast-paced environments.

WORK EXPERIENCE

Associate Supervisor
10/2024 - Present
Crowe Trust Isle of Man
• Manage and oversee a portfolio of trust and corporate structures requiring senior-level technical and commercial oversight
• Support the Manager in monitoring portfolio performance, client deliverables, and service quality standards
• Oversee billing and invoicing processes, ensuring timely fee recovery, accurate WIP monitoring, and effective revenue control
• Act as a key escalation point for junior team members, providing guidance on technical queries and procedural matters
• Contribute to workflow planning and prioritisation to ensure deadlines and KPIs are achieved
• Liaise with auditors and internal departments to ensure efficient completion of audits and financial reporting cycles
• Identify areas for operational improvement and implement enhanced tracking and reporting processes
• Focus areas: portfolio leadership, billing oversight, team support, process efficiency, commercial awareness
Senior Trust & Company Administrator
08/2022 - 05/2024
PraxisIFM Trust Limited
• Managed a complex portfolio of 20+ trust and corporate structures across multiple jurisdictions
• Oversaw junior team members in relation to file management, documentation standards, and administrative processes
• Supported the Manager in reviewing portfolio workloads and reallocating tasks where required to meet deadlines
• Managed billing cycles, ensuring timely invoicing and recovery in line with commercial targets
• Coordinated with accounts and audit teams to ensure accurate financial reporting and efficient query resolution
• Reviewed internal procedures and contributed to process enhancements to improve turnaround times and reduce inefficiencies
• Assisted with onboarding of new business, ensuring smooth setup, documentation completeness, and system accuracy
• Focus areas: team coordination, portfolio oversight, billing management, operational improvements
Senior Billing & Fees Administrator
06/2015 - 03/2017
STM Malta Pension Services Limited
• Progressed into senior role with responsibility for supervising elements of billing and fee administration processes
• Led employee onboarding and training, supporting new staff in understanding internal systems and procedural standards
• Optimised internal workflows to improve processing times and enhance accuracy across billing and payment functions
• Managed complex withdrawal requests and international commission payments, ensuring timely processing and clear communication
• Supported management in reviewing fee structures and identifying process gaps
• Focus areas: staff training, process optimisation, revenue management, operational leadership
Founder
04/2018 - 07/2024
ThriveSolo
• Built and managed a client-focused service business, overseeing operations, project delivery, and external contractors
• Developed structured workflows to manage multiple service lines efficiently
• Conducted client consultations, negotiated scope of work, and ensured delivery within agreed timelines and budgets
• Managed business development initiatives and adapted service offerings to evolving market demand
• Focus areas: leadership, commercial thinking, client relationship management, business growth
Risk & Compliance Specialist
07/2017 - 07/2018
Betclic Group
• Worked within a regulated environment supporting operational compliance standards
• Investigated escalated cases and collaborated cross-functionally to ensure regulatory alignment
• Developed strong analytical and problem-solving skills within a high-volume operational setting

SKILLS

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