Mcayla Bosman Email & Phone Number

Alberton, Gp, Za

Bryanston, Gauteng, South Africa

As a Booking Agent at Capital Legacy, I'm on a mission to make the will-drafting process smooth and stress-free for our clients! Here's what I do:📅 Appointment Maestro: I schedule appointments like a pro, ensuring clients and consultants meet at the perfect time.🤝 Client Relations Expert: I work closely with both new and existing clients, gathering essential information and addressing their needs promptly and professionally.📧 Email Magician: I handle email… Show more As a Booking Agent at Capital Legacy, I'm on a mission to make the will-drafting process smooth and stress-free for our clients! Here's what I do:📅 Appointment Maestro: I schedule appointments like a pro, ensuring clients and consultants meet at the perfect time.🤝 Client Relations Expert: I work closely with both new and existing clients, gathering essential information and addressing their needs promptly and professionally.📧 Email Magician: I handle email correspondence with clients and brokers, making sure everyone is in the loop and informed.📊 Record Keeper: I maintain organized records of client information and appointments, leaving no detail unchecked.🤗 Consultant's Right Hand: I support consultants by preparing documents and information for client meetings, making their job easier.My passion lies in ensuring that our clients receive the best service possible while helping them secure their legacy. Show less

Germiston, Gauteng, South Africa

💰 Cash Flow Management: I closely monitored and managed cash flow, tracking incoming and outgoing funds to ensure liquidity and financial stability.💼 Handling Daily CODs: I efficiently handled daily Cash-on-Delivery (COD) transactions, maintaining accurate records and ensuring seamless payment processing.🧾 Invoicing: I was responsible for creating and sending invoices to clients, ensuring accuracy, and following up on outstanding payments promptly.📊 Reconciliations:… Show more 💰 Cash Flow Management: I closely monitored and managed cash flow, tracking incoming and outgoing funds to ensure liquidity and financial stability.💼 Handling Daily CODs: I efficiently handled daily Cash-on-Delivery (COD) transactions, maintaining accurate records and ensuring seamless payment processing.🧾 Invoicing: I was responsible for creating and sending invoices to clients, ensuring accuracy, and following up on outstanding payments promptly.📊 Reconciliations: I conducted regular reconciliations to verify and rectify any discrepancies in financial records, maintaining a high level of financial accuracy.📈 Client Credit Limit Management: I managed existing client credit limits, assessing creditworthiness and making recommendations to mitigate credit risks.💳 Payment Tracking: I ensured that client payments were up to date by monitoring accounts and following up on overdue balances.📋 CGIC Monthly Reporting: I collaborated in the preparation of monthly reports for the Credit Guarantee Insurance Corporation (CGIC), providing accurate financial data and ensuring compliance with reporting requirements.🤝 Customer Account Management: I maintained customer accounts, addressing inquiries and concerns promptly, and ensuring a positive client experience.My role at MD Steel was instrumental in maintaining the financial health of the company, optimizing cash flow, and ensuring that client accounts were managed efficiently and in compliance with financial regulations. Show less

83%

💻 The "Computer Literacy & Basics" course was a fundamental stepping stone in my journey to digital proficiency. Through this course, I.

Ultimate Microsoft Office; Excel, Word, Powerpoint & Access, 98%

📚 Throughout this comprehensive course, I acquired an extensive skill set in Microsoft Office, covering Excel, Word, PowerPoint.

Matric Certificate, Highschool

Activities and Societies: 🏑 Hockey Player: I was an active member of the high school hockey team, where I learned teamwork and leadership..