Summary
Overview
Work History
Skills
References
Education
Timeline
Lee-Ann Pearson

Lee-Ann Pearson

Pretoria

Summary

I am able to plan, organise and carry out procedures associated with office administration fast and accurate. I am highly skilled in providing everyday office tasks including, but not limited to maintain contact with customers on all levels, working on a variety of mainstream programmes.

Overview

24
24
years of professional experience

Work History

Administrator / Internal Sales

Itemba Air Conditioning Services
10.2024 - Current
  • Managed inbound customer inquiries and provided product information to support sales objectives.
  • Processed orders efficiently, ensuring accuracy and timely delivery to clients.
  • Resolved customer issues promptly, enhancing customer satisfaction and retention.
  • Coordinated with store manager to monitor stock levels and ensure timely replenishment.
  • Conducted follow-up calls with customers to confirm satisfaction and encourage repeat business.
  • Maintained up-to-date knowledge of product features and pricing to effectively support customer inquiries.
  • Scheduled job cards efficiently to optimize workflow and resource allocation.
  • Communicated with customers to provide accurate timelines for job completion.
  • Coordinated with technicians to assign job cards based on priority and availability.
  • Processed and verified customer invoices ensuring accuracy and compliance with company policies.
  • Managed the invoicing system by generating and distributing invoices in a timely manner to clients.
  • Program used: QuickBooks

Bookkeeper

Remote Metering Solutions
06.2023 - 12.2023
  • Reconciling of recons using Microsoft Excel.
  • Capturing data from the system to the new recons.
  • Comparing the old and new recons.
  • Comparing payments- amount received and paid from bank statements and municipality accounts.
  • Tracing missing amounts.
  • REASON FOR LEAVING : 6 MONTHS CONTRACT

Financial administrator

UMFA Midrand and Pretoria
12.2013 - 04.2023
  • Gathered all banking transactions via statements, recorded activity in excel format and reconciled balances.
  • Invoiced all buildings - made sure all fix fees have been prepared and invoiced. including all consumption rebates in correct month period.
  • All financial periods are requested and closed.
  • Credit control balances with partners reports: opening, invoices, credit notes, bad debt, interest, receivables, closing balance to ensure accurate billing, conducting on a daily basis.
  • Ensured bills were processed, sent and chased in order to hit targets and reduce debt.
  • Credit control - sent friendly reminders for payment and disconnection notices, receive deposit and returning of deposits to tenants.
  • Dealt with all queries, complaints and accounted amendments regarding client.
  • Kept database accurate and up to date by proactively communicating with tenants.
  • Established and maintained productive client relationships.
  • Tracked and logged expenses, ensuring spending remained within approved budgets.
  • Posted financial data in Excel spreadsheets and managed inventory.
  • Munic checklist - requested supplier account and given through for payment.
  • Recons - All recons sent to Holdings and approved.
  • Send approved recons to building owners.
  • Reports on Fix fee buildings - captured munic and bulk details.
  • Meter Projects- ordering of stock, create quotes, invoicing, bank statement mapping.
  • Monthly Reports – Capturing munic accounts on the web with bulk readings.
  • Processed employee payroll monthly by reviewing timesheets and paying within agreed timeframes.
  • REASON FOR LEAVING : RETRENCHED

Receptionist / Admin Assistant

Dyason Design & Print
02.2006 - 03.2012
  • Maintained clean and orderly reception area to impress and welcome visitors.
  • Processed and distributed incoming correspondence to relevant staff, facilitating team communication.
  • Captured and processed client information, entering data into online systems for wider company use.
  • Filed and maintained invoices, customer records and other paperwork to facilitate ease of retrieval.
  • Directed clerical tasks, including copying, faxing and file management.
  • Answered and directed incoming calls to relevant staff members using multi-line telephone system.
  • Handled incoming telephone calls, taking accurate messages and relaying to personnel to support timely communication.
  • Stock control /stock ordering.
  • Preparation of weekly / monthly: Attendance Register, Time off slips/ over time slips / leave forms and production lists.
  • Certificate and Awards: Long Service Certificate 2009 and Recognition Award 2010.
  • REASON FOR LEAVING : TRAVELLED TO ZAMBIA

Girl Friday

Silver Fox Security
05.2005 - 12.2005
  • Answering switch board / Call screening.
  • Invoicing – Simple Accounting
  • Receiving of payments.
  • Filing, faxing, scanning.
  • Stock control / stock ordering.
  • Scheduling installations.
  • General office administration

Receptionist

RSA Stone Art
02.2002 - 02.2005
  • Answering switch board / Call screening.
  • Client Liaison.
  • Filing, faxing, scanning
  • Stock control / Stock Ordering.
  • Scheduling of installations.
  • General office administration.

Skills

Microsoft Excel

Quick Books

Pastel

Xero

References

  • Pierre, Koster, 0827896926, UMFA Midrand
  • Alta, Baartman, 0825521985, UMFA Midrand
  • Mariska, Honiball, 0824693004, UMFA Pretoria
  • Sybil, Witchell, 0833420362, Dyason & Design Print
  • Adrie, Smuts, 0829246135, Remote Metering Solutions

Education

Berea Girls High, Durban

Timeline

Administrator / Internal Sales - Itemba Air Conditioning Services
10.2024 - Current
Bookkeeper - Remote Metering Solutions
06.2023 - 12.2023
Financial administrator - UMFA Midrand and Pretoria
12.2013 - 04.2023
Receptionist / Admin Assistant - Dyason Design & Print
02.2006 - 03.2012
Girl Friday - Silver Fox Security
05.2005 - 12.2005
Receptionist - RSA Stone Art
02.2002 - 02.2005
Berea Girls High - ,
Lee-Ann Pearson