Operations Administrator / Office Manager - Western Flat Roofing - St Columb
(2024-06)
- Answering incoming calls, passing enquiries to relevant individuals and making bookings.
- Programming/scheduling of operatives daily work lists
- Preparing quotes for the Sales Team
- Placing orders for materials, stock, consumables, office stationary, reconciling invoices to stock received
- Entering work list information onto the company Works in Progress spread sheet
- Booking in jobs and managing relevant correspondence including RAMS
- Invoicing completed jobs using Xero software, emailing then filing
- Take credit card payments over the telephone for outstanding invoices
- Applying for Manufacturers Guarantees, IBG's.
- Creating and sending Completion Packages which include product information, Guarantee and maintenance guides.
- Fleet maintenance – arranging MOT's and servicing, booking hire vehicles if required and Forklift annual inspection
- Maintaining holiday request diary for staff members
- Reviewing staff training, booking courses, updating records and applying for CSCS cards and DBS
- Ensuring accreditations are up to date by completing online assessments
Accounts/Sales Administrator - Powell Craft Ltd - Par, Cornwall
(2023-02 - 2024-03)
Reason for leaving - Redundancy
- Maintaining an accurate database of customer information including opening new accounts, agreed credit terms and preferred products.
- Processing orders via e-mail and telephone onto SAGE, liaising with warehouse to ensure timely delivery
- Checking credit status of account to enable shipment of order. Contacting customer if payment needed.
- Arranging delivery documents for UK and overseas shipments including Commercial Invoices
- Creating sales invoices, checking for accuracy, then filing.
- Organising returns, raising credit notes on Shopify and SAGE
- Assisting customers with missing/short deliveries.
- Taking credit card payments over the telephone for trade accounts and retail customers
- Reconciling monthly Credit Card statements and posting onto SAGE
- Assisting warehouse to check in large deliveries and booking onto SAGE
- Ordering office stationery and consumables, and taking monthly meter readings for tenanted and our own spaces.
- Ensuring Workplace Policies and Risk Assessments are reviewed and booking yearly compliance assessments.
- Completing all paperwork relevant to attending Trade Shows. Eg. Booking stand space, exhibitor passes, haulage, health and safety forms.
Administrator / First Aider - Mud Monsters Off Road Club Ltd - East Grinstead, Sussex
(2008 - 2022-08)
Reason for leaving – Relocation to Cornwall
- Designing, preparing, printing and collating all relevant paperwork for the smooth running of the Off Road and Mud Run events, including accurate detailed records of all Off Road Club members in line with GDPR
- Working in the field, greeting and booking in Off Road vehicles, taking payments, assisting with safety checking vehicles
- Designing, ordering and maintaining stock levels of club merchandise
- Organising multiple competitions, contacting suppliers for trophies and donations for prizes
- Attending every event to ensure Marshalls are briefed and safety procedures are in place
- Taking bookings by phone and e-mail for Off-Road competition entries, responding to any questions
- Attending to any medical emergency, liaising with outside emergency agencies
- Taking bookings by phone and e-mail for Mud Run entries, confirming race numbers and time slots
Pre-school Practitioner - Horley Row Community Pre-school / East Horley Playgroup - Horley, Surrey
(2008-01 - 2022-07)
Reason for leaving – Relocation to Cornwall
- Worked with up to 38 children aged between 2 and 5 years every day.
- Maintained detailed individual learning records to be able to identify any developmental concerns so they can be addressed as soon as possible, ensuring confidentiality and discretion at all times.
- Keeping up to date with industry standards by completing relevant qualifications ie, Safeguarding, Child Protection, First Aid. Also completed ad-hoc qualifications online and in house, SEND, Schema.
Purchase Ledger Clerk / Credit Control & Sales Ledger Supervisor - Wensum and Gatwick Handling - Crawley, West Sussex
(1990 - 2004)
Reason for leaving – Taking time off to raise my son
- Setting up new supplier accounts and managing existing accounts
- Checking, then processing supplier invoices, ensuring meticulous accuracy and timely payment
- Matching and coding invoices to purchase orders
- Reconciling supplier statements
- Liaising effectively with suppliers and staff, quickly addressing and resolving queries
- Preparing and running BACS payments to ensure timely payment
- Chasing customers ahead of payments deadlines
- Raising invoices on a regular basis and sending out to customers
- Posting receipts to the ledger in a timely and accurate manner, allocating to correct invoices and credit notes
- Handling incoming cash and cheques and preparing banking
- Reconciling bank accounts, ensuring accuracy
- Reconciling customer accounts to send monthly statements
- Liaising effectively with customers quickly, addressing and resolving queries
- Raising credit notes and issuing refunds
- Working with management to evaluate credit strategies and develop improvements
- Processing staff expenses and maintaining petty cash
