Running a limited company - a five minute overview
ZOE 2
1. Curriculum
Vitae
Zoe Perkins
07955380323
PERSONAL DETAILS
Location: Bury
Notice Period: Negotiable
Minimum Salary required: £17,000
Systems Experience: Sage, Excel, Word, Opera
CAREER SUMMARY
Oct 2014 •Present Pension Matters Associates Limited Bury
Pension Administrator
Duties and Responsibilities:
• QA, checking packs I applications for transfer
• Booking appointments
• Speaking with schemes for valuations and documents
• Liaising with various receiving schemes
Mar2012-Oct2014 Microcare Telecommunications Systems,
Bury Accounts Assistant
Duties and Responsibilities:
• Credit Control, Chasing outstanding debt via email, phone, letter
• Allocation of all payments to relevant accounts
• Dealing with queries
• Reconciling the accounts
• Raising credits I debits
• Raising sales invoices
• Purchase Ledger, Processing purchase invoices onto the system
• Statement reconciliations
• Supplier queries
• Payments to suppliers
• Account Management
• Maintained Contracts
• Logged faults
Feb2011 -Mar2012 Medical Specialists Limited,
Bury Senior Admln
Duties and Responsibilities:
• General admin duties
• Data Input
• Order processing
• Telephone queries I orders
• Stock control / ordering
• Payments
• Covered in Managers absence
2. Oct2009-Jan2011 JH Lettings, Bury
Accounts
Administrator
Duties and Responsibilities:
• Chased outstanding rents via phone, email, letter
• Reconciled accounts I managed all direct debits
• Dealing with litigation on overdue debt
• Reports to management of aged debt I payment issues
• Leases and new tenant move in
• Handled cash I banking
Oct 2008-Aug 2009 Sella Office Seating, Bury
Sales Ledger/Credit
Control
Duties and Responsibilities:
• Chased all outstanding debts via phone, email, letter
• Raised invoices, credits I debits
• Dealing with queries
• Ran reports for managers and directors
• Helped with Purchase Ledger when required
• Raised credits
• Petty Cash (solely responsible)
• Updated system with all payments (included various spreadsheets)
Mar 2006 -Aug 2008 Tetrosyl Limited,
Bury Sales Co-
Ordinator
Duties and Responsibilities:
• Salary £15,000
• Assisted Sales Manager in International Export Department
• First point of customer contact
• Controlled orders from input to export
• Customer complaints
• Raised credits
• Dealt with UPS invoices and VAT
May 2002-Aug 2002 Yorkshire Bank Plus,
Bury Cashier/Chief
Cashier
Duties and Responsibilities:
• Cash transactions
• Cash balancing
• Ordered foreign currency - calculated exchange
• Dealt with customer enquiries
• Dealt with overdraft and charges reports
Personal Banker
Duties and Responsibilities:
3. • Credit checked for personal loan applications, business accounts, personal accounts and
visa cards
• Customer complaints
• Overviewed cashiers sales and progress
• Account management, advised on wealth management and bonds
Jul 1988- May 2002 CIS Limited,
Manchester Agents
AccountsClerk
Duties and Responsibilities:
• Data Input of all agents collections
• Chased agents for customers outstanding payments
• Calculated agents fees received and adjusted through salary when policies cancelled
within2 years
Investment Accounts
Administrator
Duties and Responsibilities:
• Read and checked new leases on investment properties before inputting all details and
rents onto system
• Ran reports and balanced rents weekly for directors meetings
• Calculated caretakers overtime, holiday and luncheon voucher allowance
• Supervised administration staff
Pension Review Analyst
Duties and Responsibilities:
• Contacted customers, finance companies, employers and various pension schemes
for details of benefits
• Calculated losses on mis-sold pension policies
• Part of Quality Assurance Team
Jun1988-Jul1988 YTS Henry Hargreaves,
Bury
• Invoicing
ACADEMIC EDUCATION:
1983 -1988 8 GCSEs (Grades B-D)