CURRICULUM VITAE OF LISA LITTLE

18 Disa Avenue Mobile: 079 514 5364 (cell)Fish Hoek Email: lisalittl@gmail.com7975

Identity no: 7807100071084Driver’s license: Yes

SKILLS

Computer/client courses Basic typing course Momentum products & client services course Microsoft Office 2000 (WS&L): Word (intermediate and advanced) Excel (intermediate and advanced) PowerPoint (intermediate and advanced) Peoplesoft system UCT Postgraduate Application processing training 3C's Communications, Checklists and Comments training

WORK EXPERIENCE

UCT Health Sciences: Postgraduate Administration 1 October 2014 to 31 March 2015 (contract)Duties and responsibilitiesI was assigned the position of Admissions Officer. This involved checking requirements for applications and downloading and printing the necessary documents. If there were outstanding requirements I was to note this and update the application status accordingly which then sent out a notification to the applicant to check their online checklist for documents needed and I further emailed them to advise them what is outstanding. Should all requirements be received, I updated the status to show we were waiting on a decision from the Head of Department and diarized this for follow up at a later date after sending the application to the convener. Once decision was made, I processed this and filed it. I have, very basically, assisted with registration of students in January through to March 2015.Among other things I do, I assist with applicant queries and convener queries.

UCT Faculty of Commerce – Senior Secretary 1 August 2014 to 30 September 2014 (contract)Duties and responsibilitiesI was assigned the position of Senior Secretary. I was sent on training to process postgraduate applications. This involved checking requirements for applications and downloading and printing the necessary documents. If there were outstanding requirements I was to note this and update the application status accordingly which then sent out a notification to the applicant to check their online checklist for documents needed. Should all requirements be received, I updated the status to show we were waiting on a decision from the Head of Department and diarized this for follow up at a later date. Once decision was made, I processed this and filed it.

UCT Faculty of Commerce - Personal Assistant 23 June 2014 to 31 July 2014 (contract)Duties and responsibilitiesI was the personal assistant to Mr. Devar Pillay. My duties included maintaining the Faculty Board list, updating the Short course database, general admin such as filing and typing. I also managed his diary and handled any catering and stationary orders. I was involved in submitting various UCT forms to the relevant departments after having them correctly completed and signed. Another responsibility was correlating the Handbook for the following year. I updated and submitted any sick leave applications and financial reimbursements to the relevant people. I process any External Examiner payment claim forms and send them off to the Examiners office for payment and keep a record of any forms submitted. Along with any payment claims I also kept a record of any External Examiner reports received and filed them. Later in my contract I was asked to assist with online applications. I did the Introduction to Peoplesoft course and had training in the office with processing applications and then applied this in practice.

Stepping Stones Addiction Centre – Receptionist and admin 28 April 2014 to 9 May 2014 (temp position)Duties and responsibilities

My duties included switchboard, taking messages, attending to patient queries and assisting with patient orders. I also used the program Clinexe to capture pharmacy orders, Pathcare bills and doctors invoices to patient’s bills. Along with this I assisted with general office management like shredding of paperwork and filing.

Michael McBride & Associates cc – Assistant and Client Relationship Manager October 2011 to 31 March 2014Duties and responsibilitiesMy duties include answering the phones, attending to clients that come into the office, handling any short term insurance referrals, existing business queries and changes requested on behalf of current clients. I manage client relationship management by sending personalized birthday wishes, updated assurance schedules, etc. to clients on a daily basis and obtaining authorization documentation to keep on file so that our files are up to date. Assistance with diary management and personal arrangements also falls under my portfolio of duties. Assisted with new business quotes when necessary. I am also responsible for the setup and maintenance of our company website, manual quarterly investment statements for clients and updating of our fund portfolio information. I maintained and kept track of the FPI points to keep his CPD (Continuing Professional Development) membership and was involved with the compilation of our annual newsletter every December that we sent off to clients along with a personalized desk calendar. I obtain any policy information and capture it on to our client database (Atwork online) and once that is done I compile a personalized client schedule.

Tappan Financial Solutions - Short term insurance consultant and assistant August 2008 to October 2011Duties and responsibilitiesMy duties included answering the phones and attending to clients that come into the office. Obtain short term insurance quotes from various companies and process the applications until issued. Processed renewals when they fall due. Processed requested changes to short term insurance portfolios. Processed short term insurance claims from submitting them and following up until finalized. Check and submit medical aid, life and investment application and do any necessary following up for clients. Submitted Section 14 transfers to various insurance companies. Processed all orders for stationery and office supplies. Actioned general queries and changes on clients investment and policy portfolios. Assist with diary management and personal arrangements on occasion.

Andre Conradie and Associates CC and Lulworth Investments CC.- Personal Assistant November 2003 to July 2008Duties and responsibilitiesMy duties were reception and answering the switchboard as well as obtaining insurance quotes and drawing quotes from the various systems of short term and long term insurance and investment companies for clients (once advised of selected fund, etc.). I carried out duties such as filing and general admin (sending brokers notes, letters to clients, any policy changes and updates). Checked policy documents and collate to send to clients. Another of my duties was to collate all documents together for client meetings and to send documents once completed to the chosen company. Obtained policy information and capture it on to our client database and once completed prepared a client schedule using Spotlight and Solutions Plus. Followed up on the progress of queries and applications. Made appointments for both of my current employers as well as organize the invitations and bookings for a monthly breakfast that one of my one employers hosts. I used various quotes packages and am able to adapt to any new quotes packages that I have not used before.

Pioneer International - Receptionist February 2003 to October 2003 (Contract)Duties and responsibilitiesReception and switchboard duties. Organized the Optiplan filing system as well as general admin (E.g. Sending brokers notes to various Insurance companies as well as sending letters to the Receiver of Revenue)

Southern Life/Momentum – Call centre consultant and claims clerk October 1998 to November 2002 (Retrenched)Duties and responsibilitiesCall Centre Consultant in customer services processing of all financial transactions (surrenders, interest bearing loan, interest free loan, optional cash value), processing of all alterations on existing policies, providing quotes for existing and new business policies, submitting requests for tax directive to the South African Receiver of Revenue. Multi-media client liaison (telephone, e-mail, faxes), correspondence with clients, brokers and branches. Team support. Meeting of team targets.

REFERENCESAdri Winckler – UCT Health Sciences 021 406 6327Devar Pillay – UCT Faculty of Commerce 021 650 4375Diantha – Stepping Stones Addiction centre 021 783 4230Mike McBride – Michael McBride & Associates 082 556 1611