Lameez Masher

• Provided administrative support to Accountancy Specialists, including communicating with clients by phone & email
• Recording of transactions including sales, purchases, income, receipts, and payments by our clients
• Ensured that all databases are kept up to date with progressing work and client details
• Built effective relationships with potential clients and existing customers
• Understood and pro-actively supported the work of the Tax Specialists
• Worked as part of a team to achieve the departmental standards and objectives
• Helped clients understand complex tax matters to improve their decision-making process.
• Boosted client satisfaction with timely and accurate tax returns.
• Handled queries from clients relating to their financial affairs accurately and professionally.
• Managed a portfolio of clients, delivering high-quality service consistently.
• Reviewed financial statements for correct calculation of taxes owed.
• Maintained strict confidentiality regarding sensitive client information, fostering trust relationships with clientele.
• Liaised with HM Revenue and Customs to resolve clients' inquiries.
• Identified and helped correct errors in financial data or accounting practices.
• Worked with large volumes of data, completed accurate calculations, and presented results in required formats.
• Used spreadsheet software to compile and analyse financial data.
• Evaluated financial information to detect and investigate suspected fraud.

Reason for leaving: Relocated back to family support system due to completing my final year of my degree and had fallen pregnant.

• Delivered claims related administrative support services by investigating customer coverage and company policy regarding a claim through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
• Capturing of claims, processing of refunds, building client relationships, and processing of member terminations.
• Accountable for own work quality, standards and outputs related to policies, procedures, and defined processes.
• Proactively identified problems, applied known solutions, and escalated more difficult problems.
• Planned for task execution and adjusted priorities against an established plan.
• Reconciled specific individual claim histories.
• Under guidance, processed all new and adjustments to area specific claims accurately and timely, ensuring claimants needs are met within authority levels.
• Generated a variety of documents according to set standards and prescribed guidelines.
• Under guidance, contributed to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
• Collated, recorded, and examined information to make claim settlement determinations.

Reason for leaving: Better opportunity with regard to salary and contract agreement being full time, as well as being more inclined with my field of study.

• Filing Documents
• Updating income and expenditure spreadsheets
• Preparing VAT
• Reconciling bank statements
• Basic functions on the SARS eFiling system
• Sundry tasks

Reason for leaving: Company closed down as a result of COVID19.

• Filing Documents
• Updating income and expenditure spreadsheets
• Preparing VAT
• Reconciling bank statements
• Basic functions on the SARS eFiling system
• Reason for leaving: Company closed down as a result of COVID19.