Lucy Dunster

• Financial Record Keeping:

- Record and maintain monies received in FilePro and Excel.

- Paper copies of transactions stored in organised filing system.

• Invoice Processing:

- Process invoices for multiple clients.

- Ensure client invoicing requirements/guidelines are met.

- Invoicing for disbursements to be paid.

- Printing, scanning and saving all invoices to respective client file in FilePro.

- Cross reference client requirements before generating invoices.

- Prepare and upload invoices to Exigent platforms.

- Email client invoices.

• Receipting:

- Conduct daily receipting of client payments.

- Data entry on electronic files and printing hard copies to file.

- Maintain accuracy of data input.

• Creditor Payments:

- Input and maintain payments made to our creditors.

• Debt Collection:

- Calling and emailing clients to resolve payment issues.

- Record keeping of debtors.

• Communication and Problem Solving:

- Liaise with team regarding problem solving and pressure points to help to improve our work structure.

- Team meetings to suggest potential resolutions for all parties.

• Regulatory Compliance:

- Implement changes in policies and procedures when needed.

• Team Collaboration:

- Work collaboratively with my team to meet deadlines and provide assistance during peak periods.

• Preparing and finalising client invoices.
• Receipting monies received from clients through credit card/EFT transactions.
• Receipting monies received in company/client Trust Accounts.
• Handling and processing cash received.
• Email correspondence and liaise with clients and creditors.
• Assisting in management of staff in Business Services.
• Assisting with bookkeeping.
• Preparing numerous documents for clients and staff.
• Binding client lease documents and Wills.
• Preparing hardcopy client files.
• Entering client data on FilePro.
• Outside clerk work on occasion.
• General Office Duties: Scanning and printing of documents.
• Setting up hard copy filing systems.

• Production preparation
• Initiator
• Assembler
• Maintenance of equipment
• Restaurant hygiene
• Grill/fried station orientation
• Initiator and assembler station orientation
• Production wash up station orientation
• Close and wash up area preparation
• Conduct cleaning