Lisa Harvey

I was approached to return to the business to help Caroline.

• Monitored project timelines, ensuring deliverables met deadlines and quality standards.
• Assisted in preparation of presentations and reports, contributing to well-informed decision making.
• Maintained appropriate filing of personal and professional documentation.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Liaised with clients and vendors, maintaining strong professional relationships to support business objectives.
• Displayed absolute discretion at handling confidential information.
• Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.

• Return to previous place of employment temporarily part time, as AMLCO and assisting with administration duties.

• Responsible for day-to-day operation of businesses accounts payable/receivable and Trust Account
• Key responsibilities
• Processing contracts, receipting deposits through Trust, reconciling Trust
• Debtors and Creditors (Xero)
• End of month audit reports

• All aspects of administration – customer service internal and external; Inputting data; creating marketing material for listings; stationary orders; database maintenance; front of house presentation; dealing with suppliers; preparing presentations; dealing with conveyance transactions; preparing sales and purchase agreements; processing contracts; preparing property appraisals

• Overseeing all AML aspects of business including maintaining/updating Risk Assessment and Compliance Programme, Client Due Diligence, Training, Assurance, Reports and preparation for Audits
• Ensured compliance with regulatory standards and internal policies through thorough audits and assessments.

• Responsible for organising, creating, booking and submission of all marketing for the business and internal customers. Required organisation of sales team, meeting deadlines, accuracy, and management of digital, print design and scheduling of this.

• Ensure that Caroline was able to run her business as the company’s top sales agent with no distraction relating to the administration of her business, preparing paperwork, diarising appointments, supporting clients.

• Developed and implemented training programs to enhance employee skills and knowledge.
• Coordinated logistics for training sessions, ensuring all materials were prepared and available.
• Monitored participant feedback to continuously improve training effectiveness and engagement.
• Facilitated workshops and seminars, fostering a collaborative learning environment.
• Maintained accurate records of training attendance and completion for compliance purposes.