A simple solution to the filing and admin that you don't have time for in your home or business.Contact us for a personalised quote for:1. Sorting, filing and creation of hard copy or electronic documents (personal and business)2. Event coordination3. Protection portfolio4. Creation of filing/invoicing/petty cash systems5. Database management

• All reception and PA duties • Open all new transfer files, record in transaction history • Providing monthly stats • Maintaining the trust account spreadsheet for all transfers • Daily and monthly banking procedures • Business account and trust account payments • Collecting, sorting and filing all post • Assist bookkeeping company with all information and queries they need • Maintain and attend to all queries on dead files • Maintain office leave journal and petty cash • Marketing

• Administration – emails, phones, dealing with any visitors to the office• Assistant to MD• Organising events and volunteer opportunities• Volunteer coordinator (database, communication)• Updating of facebook page and website• Doing NPO assessments• Distribution of donations received• Compiling annual report• Completion of volunteer projects

• Sales Calls – making and confirming of appointments for Investment Specialist• Processing of investment deals• Client liaisons and servicing of queries with regards to investments, short term insurance, and wills (sales calls include all of these products)• Daily reporting (mostly excel formats)• Maintenance of Xplan (company computer system)• Develop and maintain relationships with Intermediaries and Sports Partnerships (Bowls Clubs)

• Capturing new employees and new client sites• Rostering Security staff• Capturing of daily rosters and changes, sick leave, and leave forms• Wage queries and payroll, earnings and deductions• Managing company asset register and office supplies• Personal Assistant to owner / CEO of the business• Personal and office filing