Charne Smith

• Managed workload effectively by prioritizing tasks according to deadlines while maintaining attention to detail in all aspects of the assessment process.
• Developed strong working relationships with colleagues and external partners to facilitate effective collaboration on shared goals.
• Completing formal lesson assessments (lesson planning and presentation) in the foundation phase in the teaching practice school of allocated students
• Completing the provided institutional lesson assessment form on students' lesson planning and the presentation in the classroom
• Providing constructive and detailed feedback to students on their lesson planning and presentation (verbal and written formats)
• Planning and administrating timeous teaching practice visits to students for formal lesson assessments
• Providing support to students to ensure the successful completion of formal lesson assessment
• Fulfilling all reasonably expected academic and administrative functions relating to the teaching practice visits and assessments.

Strategic Leadership & Governance

• Support the Managing Director and Board in setting and executing corporate strategy.
• Translate business strategy into operational plans and measurable objectives.
• Act as Executive Director, participating in board meetings, governance decisions, and shareholder reporting.

Regulatory & Compliance Oversight

• Ensure compliance with FAIS, FICA, POPIA, FSCA Joint Standards, and other regulatory requirements.
• Oversee the development and implementation of compliance policies, procedures, and reporting.
• Work closely with the Compliance Officer and Key Individuals to maintain Fit & Proper requirements.

Operational Management

• Direct day-to-day operations across all divisions of the business.
• Develop and maintain Standard Operating Procedures (SOPs) to ensure efficiency and consistency.
• Manage vendor contracts, technology infrastructure, and service providers.

Risk Management & Business Continuity

• Maintain and oversee the company's risk register, ensuring risks are identified, monitored, and mitigated.
• Implement IT governance and cybersecurity controls in line with FSCA Joint Standard 1 of 2023.
• Ensure business continuity planning and disaster recovery frameworks are tested and operational.

Human Capital & Culture Leadership

• Oversee HR processes including recruitment, contracts, performance management, and profit-share schemes.
• Foster a positive workplace culture that promotes employee engagement, growth, and succession planning.
• Mentor and coach staff, applying your educational and counseling background to build resilience and leadership.

Financial & Resource Oversight

• Support the finance team with budgeting, forecasting, and resource allocation.
• Monitor cost control, operational efficiency, and profitability drivers.
• Ensure alignment between operational decisions and financial sustainability.

Project & Change Management

• Lead key transformation projects, including office relocations, infrastructure upgrades, and rebranding initiatives.
• Oversee technology adoption (Zoho, Sage HR, PaySpace, client platforms) to drive operational improvements.
• Manage change processes across teams to ensure smooth adoption of new systems and strategies.

Client, Adviser & Stakeholder Relations

• Maintain strong relationships with financial advisers, custodians, platforms, and service providers.
• Support the investment and compliance teams in ensuring client-facing operations are accurate, efficient, and professional.
• Represent the company in regulatory and industry engagements where required.

• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
• Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
• Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
• Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.

• Coordinated school-wide events such as field trips, assemblies, and parent-teacher conferences to promote community involvement.
• Organized after-school tutoring sessions for struggling students to provide additional support and reinforcement of key concepts.
• Established a positive classroom culture by promoting respect, responsibility, and mutual support among students.
• Served on various committees that contributed to overall school improvement efforts including curriculum development, safety initiatives, and extracurricular programs.
• Provided ongoing feedback to students on their progress, helping them set achievable goals for academic improvement.
• Participated in professional development workshops to stay current on educational trends and best practices in elementary education.
• Developed strong relationships with students and parents, fostering open communication and collaboration for academic success.
• Provided warm, supportive environment for developing academic, social, and emotional growth.
• Attended students' concerts, sporting events and performances to offer support and encourage extracurricular activities.

• Coordinated school-wide events such as field trips, assemblies, and parent-teacher conferences to promote community involvement.
• Organized after-school tutoring sessions for struggling students to provide additional support and reinforcement of key concepts.
• Established a positive classroom culture by promoting respect, responsibility, and mutual support among students.
• Served on various committees that contributed to overall school improvement efforts including curriculum development, safety initiatives, and extracurricular programs.
• Provided ongoing feedback to students on their progress, helping them set achievable goals for academic improvement.
• Participated in professional development workshops to stay current on educational trends and best practices in elementary education.
• Developed strong relationships with students and parents, fostering open communication and collaboration for academic success.
• Provided warm, supportive environment for developing academic, social, and emotional growth.
• Attended students' concerts, sporting events and performances to offer support and encourage extracurricular activities.