Monique Lemmens

Financial Administration & Accounts Receivable

• Sage Pastel Management: Daily processing of high-volume professional quotations and tax invoices, ensuring accurate VAT application and line-item precision.
• Payment Allocations: Performed meticulous reconciliation by allocating incoming client payments to specific invoices within Sage Pastel, ensuring debtor ledgers remained accurate and up-to-date.
• Statement Oversight: Generated and distributed comprehensive monthly accounts statements; responded to ad-hoc statement requests with a high degree of urgency and accuracy.
• Debtors Control: Managed the full-cycle collections process by professionally following up on outstanding balances via email, maintaining positive client relationships while reducing the company's "Days Sales Outstanding" (DSO).

Operational Support

• Technical Industry Liaison: Developed a working knowledge of solar and generator product specifications to ensure quotations accurately reflected technical requirements.
• Data Integrity: Ensured all financial records and client communications were archived systematically for audit readiness and internal review.

Executive Support & Office Operations

• Executive Liaison: Managed the Director's complex calendar, prioritizing high-value meetings and streamlining daily communication to ensure optimal time management.
• Office Coordination: Oversaw daily office operations, including vendor management, procurement of supplies, and basic technical troubleshooting for office equipment.
• Information Security: Maintained strict confidentiality and data integrity by managing secure digital filing systems (SharePoint/OneNote) and ensuring physical document security.
• Financial Reporting: Prepared comprehensive monthly expense spreadsheets and managed the end-to-end invoicing process to ensure timely client payments.

Client Relations & Business Development

• Lead Generation: Spearheaded outbound cold-calling and email marketing campaigns, successfully converting prospects into formal introductory consultations and Teams meetings.
• Client Engagement: Enhanced firm-client relationships through proactive check-ins, personalized milestone tracking (birthdays/reviews), and managing digital broadcast groups.
• Marketing Content: Conducted research and designed weekly social media content to increase brand visibility and engagement.
• Database Integrity: Managed the full lifecycle of client data within CRM systems, ensuring all contact lists, mail merges, and review cycles were 100% accurate.

Financial Administration & Compliance

• Technical Proficiency: Leveraged specialized industry tools including AtWork (FNA), Elite Wealth, and WealthBit to support financial planning and risk management.
• Documentation Specialist: Facilitated the onboarding and disinvestment process by preparing accurate quotations, applications, and legal forms for client signature.
• Compliance Management: Monitored and updated critical compliance records, including Wills, annual reviews, and updated client files on Practice Manager .
• Workflow Optimization: Compiled weekly performance reports and data spreadsheets to track administrative progress and operational goals.

Financial Administration & Sage Pastel Operations

• Full-Cycle Billing: Managed the end-to-end procurement and sales process using Sage Pastel , including the generation of Purchase Requisitions, Purchase Orders, Quotes, and Tax Invoices.
• Supply Chain Tracking: Monitored Purchase Order timelines against stock arrivals to ensure seamless invoicing upon delivery, verified by accurate delivery notes.
• Budgeting & Reporting: Prepared comprehensive weekly and monthly budget reports for year-end analysis, alongside detailed monthly expense tracking.
• Payroll Support: Maintained accurate employee timesheets and personnel files in strict accordance with company protocol and Labor Law requirements.

Logistics & Fleet Management

• Fleet Compliance: Administered day-to-day fleet activities, including incident reporting, licensing/vehicle renewals, and mandatory driver/vehicle inspections.
• Operational Efficiency: Improved delivery performance and customer satisfaction by optimizing driver schedules and routing for better time-on-task results.
• Asset Monitoring: Monitored vehicle GPS tracking and refrigeration cooling systems, ensuring all technical data was meticulously recorded and filed for quality control.
• Vendor Relations: Acted as the primary liaison for fleet service providers, vehicle dealers, and inventory suppliers to ensure uninterrupted service.

General Office Governance

• Systems Implementation: Designed and implemented a structured physical and electronic filing system that was adopted company-wide for improved record-keeping.
• Executive Support: Managed complex calendars and appointment scheduling for the Director tier while overseeing office inventory and equipment procurement.

• Create signature cocktails and traditional cocktails serving 150 guests.
• Assist customers' needs and preferences and make recommendations, creating a special customer service experience.
• Implemented smart up selling techniques.
• Comply with all food and beverage regulations.

• Greet and escort customers to their tables, seating over 200 people.
• Present menu and provide detailed information when asked (e.g. about portions, ingredients or potential food allergies).
• Prepare tables by setting up condiments and silverware.
• Inform customers about the day's specials.
• Offer menu recommendations upon request.
• Up-sell additional products when appropriate.
• Take accurate orders, using a POS ordering software, order slips.
• Check customers' IDs to ensure they meet minimum age requirements for consumption of alcoholic beverages.
• Communicate order details to the Kitchen Staff
• Serve food and drink orders.
• Check dishes and kitchenware for cleanliness and presentation and report any problems.
• Arrange table settings and maintain a tidy dining area.
• Carry dirty plates, glasses and silverware to kitchen for cleaning.
• Meet with restaurant staff to review daily specials, changes on the menu and specifications for reservations (e.g. parties).
• Follow all relevant health department regulations.
• Provide excellent customer service to guests.

• Contact potential or existing customers to inform them about a product or service using scripts.
• Answer questions about products or the company.
• Ask questions to understand customer requirements and close sales.
• Enter and update customer information in the database.
• Take and process orders in an accurate manner.
• Keep records of calls and sales and note useful information.
• Daily team meeting and weekly training to help sales performance.