Jem M. Email and Phone Number

*SUPPORTING SMARTSHARES C.E.O*- Collate & compile SMS Board Reporting for C.E.O - Proactively manage C.E.O calendar & meeting bookings, ensuring no meetings in conflict. - C.E.O inbox management - daily maintenance of C.E.O inbox. Flagging high priority emails and informing the C.E.O asap.- Manage meeting bookings for the Executives and the wider SMS team.- Provide support as required to the SMS Executives such as travel & meeting bookings and event coordination.- Communicate and liaise with a range of internal and external stakeholders as required.- General administrative support for the team.*UK PENSION*- Ownership of the SuperLife UK Pension Scheme management and inbox- Ensure that UK Pension queries and requests are answered and processed in a timely and quality manner.- Regularly update the Salesforce database to ensure it is accurate and up-to-date with new information. Also, validate existing data for accuracy and reliability to reflect on the UK Pension Dashboard.- Build and maintain a solid understanding of current HMRC legislation - Seek improvements to how we manage the UK Pension Scheme and lead efforts to get these in place.- Administration of the UK Scheme, including transfer documentation, setting up members, and follow-ups- Processing funds received from members' UK pension accounts and communicating with members.*SALES SUPPORT & DATABASE ADMINISTRATION*- Servicing existing and prospective customers, including investors, financial advisers and corporates. This includes managing meeting bookings, assisting in the preparation of sales materials, and ongoing corresponsence.- Working with Client Development team to ensure reporting and dashboard is up to date.*REPORTING*- Ensure daily metrics for Executive team is updated to reflect numbers in PowerBi.- Assist Institutional team for their daily & monthly reporting.- Run & submit HMRC monthly reports.

- Handles Key Accounts: CHH Woodproducts & Carter Holt Harvey (2696 members), OJI Fibre Solutions (1517 members); Fuji Xerox (1567 members) and other employer groups: Asaleo Care (332 members); The Skills Organization (117); Bidfood (2907); Reduced to Clear (86); Citibank N.A (39); Indevin (16).- Posting bulk payments/contributions for key accounts, other employer groups and individual members as lump sum (via automatic payment each week, fortnightly, monthly). Ranging between $20 up to Millions.- Sales Reps, Payroll, HR liaison for quotes, contributions, insurances, variances & induction packs.- Supporting the team with projects such as Annual Review for insurances (April each year)- Coordinate and peer review workflow processes.- Member record changes via email, post & phone.- Investigating and processing credit/refund request- Producing and compiling supplier reports, exception reports, variance reports & salary reports.- Research & investigate database to analyze if members are in arrears concerning their insurances.- Ability to step-up while colleagues are away sick or on annual leave & take over their workload.- Daily reconciliation of bank cash in (to ensure no variance between posting and cash book).- Deposit cheque to bank & post to members account on the same day it clears in SuperLife bank account.- Loading direct debits and dishonours follow-upIT PROJECTS (using SQL system)- Clearing sub-balance and correcting components in the system background.- Data cleansing project – negative account deducts, suspense balance, termination etc.- CHH & OJI new member’s category correction & clearing negative sub-balance.- Daily IT changes – correction of paid to date, insurance cover level, premium amount etc.ACHIEVEMENTS- NZX Delivery Champion 2017 (nominated multiple times)- Introduced new members/employees upload for CHH & OJI Fibre Solution via excel spreadsheet that reduced DI task procedure and time cost by 20%

* All schedules emailed to CB are printed and data entered accurately within the agreed timeframes – Volume of invoices to be entered weekly varies from 350-500+.* Keep a record of schedules received from dealers so that at the end of month we can confirm with the dealer what schedules are received. This will help eliminate the possibility of under or over payment.* Advise via email the dealer when we alter a rate or do not enter a job on a schedule and provide the reason why at the time of entering or not entering source data. Attach that email with said schedule.* Ability to know and understand the requirements of different insurance companies before invoicing out a claim e.g.: Some insurance company requires claim # & policy# and some only requires claim#.* Ability to spot any incorrect part code used & missing requirements on the schedules, we then communicate on behalf of the dealer with the Insurance companies and get the claim validated.* Ability to know & understand each insurance company has different contract agreement with Smith & Smith and shares that knowledge to our authorized dealer.* Once all source data is entered and we are confident we have received all schedules before the 20th of the month, provide dealers with a detailed statement of payment and at the same time confirm what the dealers owe Smith & Smith on the 20th.* Provide a schedule of payment to Credit Manager with recommendations of holding a payment for those dealers that continue not to pay Smith & Smith on the 20th of each month. Once approved by Credit Manager provide AP the schedule at least 4days prior to the 20th to make appropriate payments.* Follow up with those dealers who have held back payment and once they have paid organize AP to pay them.* Where possible attend to queries daily. Have all queries resolved within 4 working days. When further information is required report to Credit Manager of any unresolved queries on a weekly basis.

* First point of contact re: general customer queries, orders, commissions, vending machine problem, customer complaints & contact no# for the contractors.* Ability to follow up on work documents & making sure VMD (vending machine documents) is filled out correctly by customer & contractors.* Liaising both internally & externally with contractors, senior management and customers.*Ability to process variance reports and memos to meet set deadlines.* To have commissions for all regions (Northern, Central, Southern) paid monthly in a timely manner.* To ensure all machine installations, removals and change of ownerships are processed correctly and timely.* Is able to process daily banking – both from the contractors and cheque through the mail* Can process wholesale invoices whenever Wholesale Administrator is not available.* Ability to maintain and manage Support Team filing system, including Archives.* Working directly with Armourguard and resolving any banking issues as well as notes & coin discrepancies.* Ability to relay any explanations directly to the Operations Manager* Proactive in scheduling weekly meetings to update the Operations Manager on Vending Variances.* Ability to meet the standards set by BAT (NZ) for maintaining the EDGE database.* Ability to ensure the office and immediate external environments are clean, safe and secure at all times.

* Directly responsible for maintaining/updating clients file via phone, email & faxes.* Ability to quickly learn everything about the company and it's products.* First point of contact for customer complaint handling and Billing enquiries.* Ability to answer technical queries from client and dealing with technicians ie: ADT alarm system faults & problems, setting up appointments for technicians to service customers alarm system, putting new account into active & more.* Strong written & verbal communication. * Computer literacy (Microsoft excel, word, outlook) and problem solving.* Achieves KPI’s and is aware of the importance of achieving these indicator levels.