Oorvashi Chummun

• Assist the team in preparing set up packs for new clients.
• Fill in forms required for the incorporation of companies / funds.
• Prepare responses to correspondence containing routine inquiries.
• File and retrieve organizational documents, records and reports physical files & on DMS.
• Create and modify documents such as reports, memos, letters, spreadsheet.
• Liaise with the relevant authorities in an effective and efficient manner when dealing with ROC, Registrar General & the FSC.
• Assist in setting up and coordinating meetings and conferences.
• Prepare agendas, Board packs and make arrangements for meetings.
• Input data on the relevant internal systems- scan and upload documents on DMS/Cypress and/or any relevant system in place.
• Update information on Cypress/Interwoven and/or any other system in place on a regular basis.
• Open bank accounts for clients- completing the whole process as required.
• Prepare payment instructions.
• Filing of annual return and financial statements for domestic clients.
• Assist in the NAV preparation.
• Assist in preparing and circulating reports to investors, including drawdown notices;
• Draft simple resolutions for on-going matters;
• Prepare simple resolutions under the direction of the supervisor.
• Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.
• Responsible for a portfolio of clients as assigned by the Manager and acting as the direct point of contact.
• Liaise with external parties such as Bankers and Regulatory bodies.
• Develop and maintain relationships with internal departments of the Company including Client Services, Compliance, & Accounting to timely and effectively support the clients activities.
• Communicate effectively with all levels of management, other departments, business areas and clients.
• Maintain accurate data for all client enquiries and regularly update personal workload.
• Follow up on client correspondence such as letters, faxes, emails, client telephone calls.
• Additional tasks that may from time to time be required which are appropriate to the role and business requirements.

•Provides administrative support to ensure efficient office operations

• Prepare sales invoices and deal with the accounting department
• Responds to emails and other digital queries and correspondence
• Inputs and updates information in databases and spreadsheets
• Uses word processing and presentation software to create and edit documents
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.

• Developed and implemented departmental policies and procedures to ensure compliance with established standards.
• Monitored and evaluated employee performance, providing feedback to promote professional development.
• Conducted regular meetings with staff to discuss goals, objectives, and progress towards achieving them.
• Managing cash movement as Woolworths policies and procedures.
• Formulated annual budgets for the department, ensuring that resources were allocated efficiently.

• Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
• Oversaw daily activities of staff members including training and evaluating personnel performance.
• Maintain a high standard of Hygiene and Shopkeeping.
• Received, unpacked and stored incoming stock items.
• Verified inventory computations by comparing them to physical counts of stock.
• Reported any discrepancies between expected delivery quantities and actual arrival amounts to appropriate personnel immediately.
• Demonstrated great teamwork skills with staff members involved on sales floor.

• Greeted customers and provided assistance with product selection.
• Helped customers find specific products, answered questions and offered product advice.
• Accepted and completed cash, check and credit card payments.
• Monitored stock levels to facilitate restocking and replenishment of shelves.
• Provided customer service by answering questions, resolving problems, and responding to complaints in a timely manner.
• Answered incoming telephone calls to provide store, products and services information.