- Managing referrals, appointments, and queries.- Arranging, diarising, and planning client assessments.- Producing outgoing invoices and processing incoming invoices.- Answering and dealing with telephone calls.- Liaison with referrers, client’s families and other agencies by letter, email, andtelephone.- Inputting client data into database ensuring accuracy of records.- Undertaking email processing when required.- Alerting any error notifications promptly.- Inputting records and maintaining record retention system.- Researching and ordering of equipment and supplies as requested.- Managing office supplies and ordering as required.- Maintaining records, retention, and transfer of records.- Maintaining financial records for receipts.- Proof reading documents as required.- Producing cost tables for reports.- Producing excel tables/charts.- Keep practice manager informed of priorities and workflow and alert promptly toany areas of concern or difficulty.- Maintain all client files including correspondence and filing.- Undertake individual client tasks as directed by the Director, practice manager orcase managers.- Contribute to team effort by accomplishing results as needed.- Ensure high professional standard of communication with clients and other servicesis always maintained.

Duties Include:Signing up Mortgages and transfer documents. Assist the Litigation department with: Letters of demand, Notice to Vacates And Debt collecting.Opening of transfer and Mortgage filesWe are on the panel of the four-major bank’s i.e. ABSA Bank, FNB, Standard Bank and NedbankWe use a conveyancing tool called Ghostconvey. I also work on Stordoc and WebconveyWhere necessary, I attend to trust transfers and payments from two of the firm’s trust accounts, namely, Standard Bank and ABSA Bank. Take on of additional duties when staff are on annual vacationAcknowledging receipt of instructionsScrutinizing instructions from the bank and complying with the conditions of loans grantedContacting clientsDrafting of bond documents and arranging consultations with clientsPreparing documentation and arranging for clients to signUpdating electronic systems and bank milestone reportsFacilitating lodgement and registrationFinalising accounts and ensuring compliance with the bank's reporting systems and Service Level Agreements; Keeping up to date with the bank's processes and bulletinsGood interpersonal and communications skillsExcellent secretarial and typing skillsStrong organising skills, meticulous with a high attention to detailAbility to work toward meeting tight deadlines in a highly pressurized environmentTaking Initiative and assuming responsibility for ensuring expeditious processing of transactionsAbility to work independentlyAbility to do diverse and complex workWilling to work in a team and assist team members with instructions

I ran the finance department at the school. This included but was not limited to:Receipting of all monies. Banking and Petty Cash. Monthly statement runs and Debt collecting. Wages and salaries of all S.G.B. posts. Monthly statutory returns using SARS e-filing. Annual reconciliation and preparation of I.R.P. 5’s on EASYFILE. Workmen’s Compensation.Creditors. Procurement. Enrolments (data capturing). I reconcile the school’s bank account and close off on a monthly basis. I am a bookkeeper to trial balance. I worked on a in house school program – Edupac. The school year end was in December annually.I ensured that all documents were ready for the auditors to do the annual audit.