Andrea Bridgett

· Submitting deals to bank for approval,

· Issuing of approval

· Drawing up of contracts and necessary paperwork

· Request and obtain any additional documents required / requested by finance house.

· Sorting out client complaints / issues

· Supplying clients with contracts

· Discounting of deals

• Managed time efficiently in order to complete all tasks within deadlines.
• Cultivated interpersonal skills by building positive relationships with others.
• Proved successful working within tight deadlines and a fast-paced environment.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Excellent communication skills, both verbal and written.
• Worked effectively in fast-paced environments.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Completed paperwork, recognizing discrepancies and promptly addressing for resolution.

· Rental Discounting Manager

· Submitting deals to bank for approval,

· Requesting and drawing up of settlements

· Drawing up of contracts

· Special Intercompany documents to be drawn up on request of finance house.

· Request and obtain any additional documents required / requested by finance house.

· Debt collection

· Sorting out client complaints / issues

· Supplying clients with contracts

Discounting of deals

• Inhouse Book
• · Took on the responsibility of contract payouts
• · Followed up on outstanding settlements
• · Following up on invoicing for serial numbers and stock
• · Landlord and Insurance details for contracts
• · All Outstanding documents necessary for payout of contract
• · Filling in all outstanding information on the contract
• · Prepared a back page (essentially all information from serial numbers, invoicing, settlements, installation costs, admin costs, responsible rep, client details) breakdown of final GP to enable the deal to payout.
• · Sending values of the PABX systems to clients to send to their insurers.
• · Filling out necessary paperwork and sending off to insurer or client, making sure we receive damage reports and job cards in order to fill out the paperwork.
• · Entering all the details onto a spreadsheet.
• · Ordering of the new system for the client and making sure it gets installed.
• · Keeping the insurance records up to date by sending off the new serial numbers.
• · Keeping Custrack updated with the new information and serial number.
• · Taking out insurance on behalf of the client and collecting the money for the annual period.
• · Making sure client either renews their policy or takes out their
• own insurance.
• · Implemented this new addition to current role to focus on debt collections, calling the clients that owe money for installations, ordering of stock etc
• · Sending quotations to clients looking for stock or to replace stock
• · Following up on the clients quotes on deposits made and notify the relevant departments in order to order the stock for the client, and make
• · sure the stock reaches the client.
• · File proof of payment and notify the accounts department,
• · Keep an updated spreadsheet of payments made and confirmation of stock ordered with attached payment confirmation.
• · Filling out all the paperwork for every client that applied for routers.
• · Making sure signatures are correct on the paperwork and the signatory is as required.
• · Making sure client is FICA compliant and all the necessary documents to send for approval have been received ie: cancelled cheque, letter from the
• · bank, bank statements, CK documents, ID copies, financials in case of a sole prop, making sure all signatories have signed in case of partnership and trustee etc
• · Keeping track of all approved clients, declined clients and reasons why declined.
• · Keeping a spreadsheet of all clients, number of routers, area for installation, CUG (closed user group) requirements, SOHO phones
• · required either desk or cordless, adding in all the necessary costs per phones, routers and CUG, and date the application was submitted to the telecoms company.
• · Comparing submitted applications to the telecoms spreadsheet and making sure that both parties correspond correctly.
• · Amending or acquiring all the necessary documents to finalise approval.
• · Keeping the technical department up to date of approvals for them to organize installation and set up appointments for installs.
• · Requesting settlements for clients and the re-signing of new paperwork.
• · When we upgrade a client, new paperwork is signed, renewal and migration documents are needed, giving cheaper national, fixed and monthly access rates.
• · If a client requests additional routers or phones, new paperwork has to be signed, additional
• service agreements are signed.
• · Once all done, submitted payout to bank.

• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Applied effective time management techniques to meet tight deadlines.
• Managed time efficiently in order to complete all tasks within deadlines.
• Identified issues, analyzed information and provided solutions to problems.

Trading a hedge fund for Fund Manager,

· Dealing in overseas markets and currency trading.

· Keeping an account of the stocks traded and maintaining a Profit and Loss spreadsheet.

· Regular morning meetings, updating on current issues

· Confirmations and booking of trades – monitoring of overall dealing function and admin to open trades.

· Scrip Lending.

· Actively managing the order book

· Maintaining trading statistics, reports and sundry admin functions.

• Adaptable and proficient in learning new concepts quickly and efficiently.
• Provided professional services and support in a dynamic work environment.
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.
• Self-motivated, with a strong sense of personal responsibility.

· Approached by African Harvest to set up the Equities dealing desk. (Two staff reporting)

· Instrumental in putting the trading and administration systems in place.

· Regular strategic morning meetings and report backs with Fund

· Managers.

· Regular contact with Stockbrokers on existing and potential deals

· Dealmaking

· Updating on current events

· Confirmations and bookings of trades – monitoring of overall dealing function in department from administration through to open trades

· Maintain equity positions

· Evaluate risks within equity positions

· Maintaining and implementing broker regulations

· Dealt with JSE Rules and Regulations

· Regular reporting and feedback to Portfolio Managers on market movements and daily trade strategies

· Managing stockbrokers

· Monitoring all market movements

· Booking trades

• Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
• Created daily market recaps and profit and loss information to senior traders at close of each trading day.
• Collaborated with analysts and coverage traders to distribute relevant market information.
• Worked on behalf of companies to buy and sell financial instruments.

• Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
• Negotiated and executed complex financial transactions with international clients.
• Devised detailed hedge and trade strategies for specific trades.

· Client liaison - Developing and maintaining client relationships

· Accurately trade financial securities

· Provide accurate and timeous report backs to Clients and Portfolio

· Managers.

· Collate and provide all relevant information regarding trading opportunities and market information in the most effective manner.

· Responsible for specific general administration, including attending and co-ordinating morning meetings.

· Liaison with settlement team.

· Market overviews to clients

· Portfolio and transaction balances and orders

· Managing outstanding orders and client reporting

· Regular Booking of orders out at end of day to clients specified accounts.

· Client liaison, queries and orders

· Liaising with the market floor on all transactions

· Reporting and confirming trades with clients and administration

· Client liaison, queries and orders

· Liaising with the market floor on all transactions

· Reporting and confirming trades with clients and administration

· Checking portfolio balances

Cashflow: making sure sufficient funds in clients account