Gillian Forrest

Completing weekly rotas for all drivers and laundry team.

Liasing with the drivers daily and updating customers with any issues.

Checking bag numbers daily to ensure the vans were not overloaded.

Arranging booking ins with all customers.

Daily meeting with the laundry team with updates and staff placement.

Completing quarterly driver checks on their licences for points etc.

Overseeing weekly checks on all vehicles.

Scheduling new sites and arranging a route for them to be placed on.

Completed monthly financial analysis for directors to inform strategic decisions.

Prepared weekly financial reports and documented volume of work received for performance tracking.

Manage all aspects of credit control.

Performing account reconciliation.

Input of all purchase invoices and arranging payments according to our terms.

Recording expenses invoices daily, weekly, and monthly.

Use of Sage 50 and Xero daily.

Maintaining a monthly log of staff hours and generate wages reports.

Maintained a comprehensive record of staff holidays to manage leave effectively.

Manage all office supplies and orders.

Ensure the office operates smoothly and efficiently.

Oversee health and safety procedures.

Training 2 new employees in the day to day running of the retail department

Completing orders, getting costings, providing estimates

PA duties to the director

Dealing with all customer service issues

Overseeing driver schedules.

Daily meetings with drivers to ensure no issues.

Setting up a whatsapp group for daily updates from the drivers to ensure office staff had the most up to date information.

Creating the content for a new company website Recruiting/interviewing new members of staff

Creating spreadsheets for timescales and branch figures

Arranging and organising a new showroom

Organising lists for the letter cutters and then fixer's

Welcoming and greeting all customers, completing sales and communicating with them throughout the process

Completing permit applications for all orders

Managing the director's weekly calendar with appointments

Day to day filing and answering of phone calls

Using a database daily to input all the orders

Completing quarterly reports for all funeral director accounts Responsible for petty cash and listing monthly expenses

Ordering of memorials and checking final photos from the quarries Organising the decoration/presentation of the showroom, entrance and waiting area and CEO's office, and outside areas

Creating regular social media posts, responsible for advertising and website/brochures

Producing detailed job descriptions for the retail team

Implementing a fixed notification system for all fixed memorials before being invoiced to check for quality and discrepancies.

Liasing with the database company to make changes and improvements to the system to increase our information reports.

Organising weekly rota for 4 staff and covering holidays and Daily diary management • Arranging payments to all staff • Communicating daily with customers

- Responding to incoming calls and inquiries
- Managing account inquiries via post/email and providing timely responses
- Supervising an accounts assistant
- Processing international payments
- Managing petty cash and expenses
- Cataloging all incoming purchase invoices
- Generating sales invoices for service charge accounts and following up on payments
- Supervising the reception team
- Coordinating all office procurement
- Preparing monthly financial reports for the director, detailing cash flow
- Overseeing the procurement of items for showhomes