Lisa Scholtz

Resourceful and task-oriented Executive Assistant with 15 year’s experience in assisting the

CEO’s of varies companies, strong time management abilities, exceptional attention to detail,

excellent communication skills, able to multitask, professional at all times, working with discretion and confidentiality as well as being adaptable and flexible. A results-driven professional who uses sound judgement to determine priorities.

Executive Assistant to CEO at Bright Resources Pty Ltd (2024-05 – Present)

Family Office and Commercial Office

• Provide comprehensive professional and personal support to the CEO
• Act as gatekeeper, managing queries and ensuring efficient resolution
• Handle confidential information with discretion
• Conduct research, prepare reports, briefing papers, and presentations
• Assist legal teams as required and draft/manage agreements, contracts, and reports
• Provide support during business trips as needed, including arranging travel logistics
• Maintain CEO's schedule, appointments, and meetings
• Coordinate local and international meetings and conferences
• Prepare and distribute agendas, packs, and minutes
• Organize meeting logistics, including rooms, catering, and materials
• Arrange local and international travel, accommodation, visas, and itineraries
• Organize corporate events, functions, and catering
• Liaise with shareholders, legal teams, clients, and other stakeholders
• Maintain professional communication with clients, staff, and stakeholders
• Screen and manage emails and calls; correspond on CEO's behalf
• Oversee office administration, supplies, and facilities management
• Supervise office and personal staff including cleaners, drivers, and maintenance personnel
• Manage purchase orders, invoices, and authorize payments
• Handle banking tasks including EFTs and proof of payments
• Collect, verify, and process required documents (FICA, leases, etc.)
• Drawing up basic budgets
• Manage lease agreements and rental collections
• Conduct meetings with commercial tenants, existing and new
• Attend development meetings for new projects
• Collect plans, Titled Deeds – all information pertaining to existing and new properties
• Complete personal and business projects including errands, gift purchases, and executive support tasks

Executive Personal Assistant at Envision Investments Pty Ltd (2009-03 – 2023-12)

Reason for Leaving: CEO relocated to Cape Town

• Act as a trusted Executive PA providing comprehensive support to the CEO
• Organize and manage the CEO's schedule, appointments, and meetings
• Prepare the CEO for meetings with all necessary documentation
• Arrange local and international travel, accommodation, visas, and transport
• Occasionally travel with the CEO to take notes, dictation, or assist during presentations
• Draft, design, and produce reports, presentations, briefing papers, and correspondence
• Manage incoming emails, calls, and correspondence, often acting on the CEO's behalf
• Conduct research, prepare reports, and assist with specific projects, both personal and business-related
• Act as office manager: maintain office supplies, including stationery and groceries, ordering as needed
• Oversee daily office maintenance, cleaning staff, drivers, and other support personnel
• Organize corporate functions, events, catering, and breakfasts/lunches as required
• Ensure smooth operation of all offices on a day-to-day basis
• Load content and update company websites; liaise with advertising companies for print material accuracy
• Plan, coordinate, and attend meetings; take minutes, type and distribute documents and letters
• Manage document filing and record-keeping across the organization
• Act as a point of contact among executives, employees, clients, and stakeholders
• Handle banking tasks, including loading and releasing EFT payments
• Reconcile CEO's claims and process personal reimbursements
• Complete monthly invoices for the commercial property side of the business
• Collect outstanding rentals and carry out inspections for tenant move-ins and move-outs
• Draft and manage new and existing lease agreements
• Carry out ad hoc projects as directed by the CEO
• Ensure the smooth execution of office, personal, and business tasks

Personal Assistant at Bowring Estates (2003 – 2009)

Reason for Leaving: Got offer from bigger company / growth

• Act as a trusted Executive PA providing comprehensive support to the CEO
• Organize and manage the CEO's schedule, appointments, and meetings
• Prepare the CEO for meetings with all necessary documentation
• Arrange local and international travel, accommodation, visas, and transport
• Occasionally travel with the CEO to take notes, dictation, or assist during presentations
• Draft, design, and produce reports, presentations, briefing papers, and correspondence
• Manage incoming emails, calls, and correspondence, often acting on the CEO's behalf
• Conduct research, prepare reports, and assist with specific projects, both personal and business-related
• Act as office manager: maintain office supplies, including stationery and groceries, ordering as needed
• Oversee daily office maintenance, cleaning staff, drivers, and other support personnel
• Organize corporate functions, events, catering, and breakfasts/lunches as required
• Ensure smooth operation of all offices on a day-to-day basis
• Load content and update company websites; liaise with advertising companies for print material accuracy
• Plan, coordinate, and attend meetings; take minutes, type and distribute documents and letters
• Manage document filing and record-keeping across the organization
• Act as a point of contact among executives, employees, clients, and stakeholders
• Handle banking tasks, including loading and releasing EFT payments
• Reconcile CEO's claims and process personal reimbursements
• Complete monthly invoices for the commercial property side of the business
• Collect outstanding rentals and carry out inspections for tenant move-ins and move-outs
• Draft and manage new and existing lease agreements
• Carry out ad hoc projects as directed by the CEO
• Ensure the smooth execution of office, personal, and business tasks

Managers secretary at FNB (1991 – 1995)

Reason for Leaving: Started family

Secretarial certificate