- Connect (Leonie Rousseau knows me)
- Colleague
- Weve done business together
- Weve worked together
- Met in person
- Interacted with online
- Classmate
- Friend
- Family
- Follow
Duties as a Membership Assistant
Underwriting of new members
Capturing new application forms on the system.
Compiling and sending out of correct billing schedules to clients.
Responsible for updating and billing client premium schedules.
Balances monthly billing statements for existing clients after changes are entered into billing system and make adjustments as necessary to the schedules.
Ensuring that amendment on existing membership data are processed on the system as per the client`s request within the agreed turnaround times with 100% accuracy.
Ensuring data integrity and that membership certificates are checked for accuracy prior to distribution;
Ensuring that all membership queries from internal and external clients are responded to within 48 hours;
Ensuring that customers are confident that fair treatment of customers is central to the company culture;
Assisting clients with queries via walk-in, telephone, fax and e-mail queries;
Ensuring that membership data is 100% accurate on the system and up to date at all times;
Filing, scanning and linking application forms;
Ad hoc requests from Team Leader and Manager.
Duties in Accounts Dept - Current
Office and Facilities Management
Oversee & delegate Maintenance employees
Oversee the maintenance of buildings and assets in general
Negotiate best prices with suppliers and oversee supplier performance
Purchase material / supplies for training and office use
Oversee and delegate the Maintenance employees
Provide HR Services support to the Financial Manager (leave forms, contracts, interns, etc.)
Proactively participate in creating a positive staff morale and office environment
Assist with the arrangements of employee motivational events
Assist with travel and accommodation arrangements
Provide any other support as may be required
Check request for invoice received via email / fax
Obtain necessary information either internally or from customer
Accurate billing allocation of revenue received on Mbase
Create and issue invoices, credit notes and statements on Pastel and Mbase
Submit to relevant department / customer
Obtain authorisation to credit over-stated revenue
Issue credit note to respective department / customer
Obtain and file supporting documents for updating / changes
Confirm changes on database with the respective department
Review of age analysis
Circulation of age analysis to respective departments
Send statements to customers as and when requested
Follow up on outstanding payments and send follow up emails on a monthly basis
Escalate 60 days plus accounts and / or disputes
Creditors Support
Create purchase orders on Pastel for suppliers
Allocate payments from bank statement to invoices raised on Mbase
Submit invoices and credit notes issued daily
Generate monthly age analysis report
Report unallocated deposits on a daily basis
Generate new members and termination reports monthly
Duties as a Membership Assistant
Underwriting of new members
Capturing new application forms on the system.
Compiling and sending out of correct billing schedules to clients.
Responsible for updating and billing client premium schedules.
Balances monthly billing statements for existing clients after changes are entered into billing system and make adjustments as necessary to the schedules.
Ensuring that amendment on existing membership data are processed on the system as per the client`s request within the agreed turnaround times with 100% accuracy.
Ensuring data integrity and that membership certificates are checked for accuracy prior to distribution;
Ensuring that all membership queries from internal and external clients are responded to within 48 hours;
Ensuring that customers are confident that fair treatment of customers is central to the company culture;
Assisting clients with queries via walk-in, telephone, fax and e-mail queries;
Ensuring that membership data is 100% accurate on the system and up to date at all times;
Filing, scanning and linking application forms;
Ad hoc requests from Team Leader and Manager.
Duties in Accounts Dept - Current
Office and Facilities Management
Oversee & delegate Maintenance employees
Oversee the maintenance of buildings and assets in general
Negotiate best prices with suppliers and oversee supplier performance
Purchase material / supplies for training and office use
Oversee and delegate the Maintenance employees
Provide HR Services support to the Financial Manager (leave forms, contracts, interns, etc.)
Proactively participate in creating a positive staff morale and office environment
Assist with the arrangements of employee motivational events
Assist with travel and accommodation arrangements
Provide any other support as may be required
Check request for invoice received via email / fax
Obtain necessary information either internally or from customer
Accurate billing allocation of revenue received on Mbase
Create and issue invoices, credit notes and statements on Pastel and Mbase
Submit to relevant department / customer
Obtain authorisation to credit over-stated revenue
Issue credit note to respective department / customer
Obtain and file supporting documents for updating / changes
Confirm changes on database with the respective department
Review of age analysis
Circulation of age analysis to respective departments
Send statements to customers as and when requested
Follow up on outstanding payments and send follow up emails on a monthly basis
Escalate 60 days plus accounts and / or disputes
Creditors Support
Create purchase orders on Pastel for suppliers
Allocate payments from bank statement to invoices raised on Mbase
Submit invoices and credit notes issued daily
Generate monthly age analysis report
Report unallocated deposits on a daily basis
Generate new members and termination reports monthly