Lisa Ward

My position was the first port of call therefore ensuring a high level of efficient service to all residents and facilitating key tasks. The Village accommodates 142 Sectional Title units and 20 Frail-care beds.

• Front Desk/Reception function ie; phone and general enquires, emails, photocopies, scans etc
• Meeting with new potential clientele and liaising with the public regarding general information about the village
• Updating resident information onto an excel spreadsheet and updating resident physical files ie Resident details, proof of address.
• Managing and assisting with resident enquires, complaints, emails, photocopies and letters.
• Issuing access cards to visitors for security purposes as well as scheduling access for contractors.
• Scheduling appointments with MD or Trustees.
• Ordering of stationery, cleaning supplies and uniforms for staff
• Compiling weekly/monthly domestic bookings and maintaining a schedule of services for the residents.
• Weekly meeting with 9 domestics
• Assisting with Management of the clubhouse facilities; games room, lounges, bathrooms and dining area. Overall check that the communal areas are clean and tidy.
• Attending Trustees meetings and take minutes ( distribution thereafter).
• Assist with administration of sales/rental of units ( Sectional Title).
• Preparing monthly newsletter & Distribution.
• Creating monthly Menu & distribution
• Updating Noticeboard.
• Co-coordinating events and functions for residents and year end functions. ie; birthday invitations etc (planning and set up) Liaising with the kitchen.
• Submitting insurance claims ie: Burst geysers

• Assisting Accountant
• General Administrative functions such as issuing and releasing orders in Foxpro (in-house system)
• Arranging all travel and office supplies
• Attending to customers and assisting staff wherever necessary
• Reception/switchboard duties
• Emails/Faxing/Typing

• Managed company schedule to coordinate calendar and arrange travel.
• Managed payroll, transactions &invoicing using Xero software.
• General Administration.

• Managed agendas and calendars
• Screened and transferred incoming calls, took down messages and transmitted information and documents to internal personnel.
• Computerized office activities, maintained customer communications and tracked records through delivery.
• Oversaw successful planning and execution of staff meetings, parties and events.
• Managed company schedule to coordinate calendar and arrange travel.

• Updating exchange rates
• Delivering Funds from UK to SA, NZ and Aus
• Answering all enquires via e-mail
• Submitting Refunds where necessary

• Having Invoices authorised before making payment
• Nominal ledger postings
• Matching purchase orders to invoices
• Coding, batching & posting invoices on SAGE line 50
• Preparing for month end, ensuring all invoices for the relevant month are accounted for
• Verifying employee expense claims and posting to SAGE
• General office administration & supplier queries
• Supplier Reconciliations

• Compiling invoices ready for payment – checking invoices are not duplicates; loading invoices into SAGE line 500; checking invoices have been paid
• Having Invoices authorized - persons responsible for the service or goods received sign off invoice for payment
• Issuing cheques- making out cheques for suppliers that have been authorised & signed off. Posting of cheques to relevant cost centres and invoices
• Handling any queries relating to payment or invoices- dealing with suppliers queries and recording any adjustments after obtaining authorisation from the company accountant
• Updating pre-payments/Accruals spreadsheet
• Petty cash- using Excel to create a petty cash journal which is updated on a monthly basis
• Filing and ad hoc admin duties - assisting the accountant with daily tasks

• Input of all Credit Committee decisions into In House Database (CATS) – Credit Approval Tracking System
• PCC (Post Committee Checks) – Check of CID (Customer Information Database) System 10 days after the date of Committee’s Final Decision to ensure that all that has been sanctioned at Committee is reflected accurately on the system
• E-mailing the RM (Relationship Manager) to provide an update on any amendments that have been made. Where a request is being made for the RM to make the necessary amendments, the diary system on CATS is utilised
• Printing, saving and collating Minutes and applications ready for input
• Producing Reports of outstanding minutes to request from Secretarial for CATS keying to meet month end deadline

Legal & General 3 month Project for Tax Year End.

• Unit Trust Administrator, dealing ISA’s (Individual Savings Account) and processing trades using RUFUS System (in-house system).
• Authorising contract notes to FSA regulations for direct despatch to private clients .
• Registering new client holdings .
• Ensuring full settlement of all daily ISA trades .
• Processing Direct Debit Mandates .

• Liaising with clients and candidates
• Updating database with candidate details
• Responding to emails from candidates applying for positions
• Outlining the basic requirements for an unfilled position to potential candidates
• Registering candidates on the web site
• General administration
• Ordering stationery
• Updating the site with new positions from our various branches
• Following up applications
• Answering telephone enquires
• Liaising with consultants
• Weekly and monthly reporting to consultants at various branches on new candidate registrations and candidate placements

• Advised clients on visa, passport and security requirements relating to destinations and confirmed flight details for each reservation.
• Arranging International/Domestic flights for clients by using Galileo/Focalpoint. Advising clients on special fares offered with airlines. Interacting with other travel consultants and Airline staff.
• Accommodation . Arranging accommodation for clients both locally and internationally.
• Arranging visa applications (specialising in the working holiday, ancestral and settlement visas for the United Kingdom).
• Phone enquires & Quoting fares, or any other information relevant to the client for his/her travel.
• Issuing insurance . Using Europe assistance travel insurance to accommodate our clients and offering our best advise on which policy to use.
• Liaising with Contiki and Busabout to arrange good packages for our clients.
• Ad-hoc duties
• Faxing/e-mailing, filing when necessary.
• Checking Q’s on a daily basis.

• Handling customer queries.
• Amending accounts when necessary.
• Opening and closing stock on a weekly basis.
• Liaising with different depots regarding orders.
• Working in the production department, handling invoices, processing reports from drivers deliveries.

• Telephone enquires and reservations.
• Domestic flight reservations.
• Coach reservations.
• Liaising with the public and tour operators.
• Promoting domestic tours – especially to tourists.