Part time Instructor and Receptionist
Sylvan Learning Center
Total des années d'expérience :6 years, 1 Mois
• Teaching according to the Sylvan Curriculum and given the tools to teach in a 3:1 setting.
• Currently teach Beginning Reading, Academic Reading and Academic Writing to the students.
• Assisting and greeting students and their families.
• Answering and directing telephone calls appropriately.
• Assisting with marketing campaign to promote Sylvan Learning Center.
• Booking in the fabric samples received from the clients into the Tig system.
• Typing out the test results received from the lab.
• Emailing and Posting clients the test results.
• Following up on payments with the accounts department from the clients.
• Communicating with the clients regarding test results or any other concerns.
• Filing and organizing all the testing paperwork.
• Updating templates with all the current testing methods accredited by the company according to the British Standards Institution.
• Setting up appointments for agents with clients using google mail and Microsoft outlook.
• Following up with agents after appointments, and collecting Letter of Authority from clients in order to put together information regarding client’s existing pension policies.
• Communicating with Pension Review Companies regarding client’s pension evaluation.
• General Office work such as scanning, answering phone calls, emailing and posting documents to clients.
• Vault key custodian, recording cash movements to or from the vault and making sure cash held in the vault and tellers till for both local and foreign currency are within the specified branch limit, and approved by the Operational Risk Committee
• Managing cash floats to respective tellers during the day.
• Authorising local and foreign currency transactions such as deposits, withdrawals and standing instructions.
• Reconciliation of physical cash and vault register cash balance at the end of the day and managing any shortfall.
• Authorizing internal transfers and cheques sent for clearing to Bank of Tanzania.
• Preparation of Bankers cheques, Counter cheques, and Demand Drafts upon request.
• Upselling customers with products offered by Diamond Trust Bank to set targets.
• Helping customers fill out account opening forms and printing out bank statements.
• Handling customer queries and complaints.
• Interviewed, processed, awarded and tracked financial aid funds in accordance with applicable regulations,
policies and procedures.
• Provided financial aid information, packaged and answered questions relating to financial assistance.
• Obtained information needed to determine financial need and eligibility and assisted students in obtaining
funds to meet financial needs.
• Compared data on applications with eligibility requirements.
• Determined amount of aid considering factors such as funds available and need of the student.
• Processed electronic data to receive funds and verify receipt of funds and submitted changes as needed.
• Authorised release of funds to students and prepared required reports as needed.
• Created Cash Promissory notes and APEX Promissory notes for the unpaid balance of tuition by the student
• Used Campus View and Class database to input all financial aid data.
• Maintained comprehensive accounting systems for all 113 student organization agency accounts.
• Advised and trained student organization treasurers by providing a range of accounting support.
• Assisted student organizations in all necessary paperwork, such as official function forms, W-9 Forms and
Invoice & Certification of Personal Services (ICPS) forms.
• Created special purchase orders, purchase requisitions and cheque requests for vendors to get paid and
individuals to get reimbursed.
• Trained professional staff and students in state and college fiscal policies.
• Prepared annual report showing the breakdown for the cash inflows and outflows from accounts.
• Prepared a budget spreadsheet for the Co-Curricular Funding account and reported directly to supervisor at
the end of every month.
• Used Banner database for all accounting matters such as, cheque payment status, student organization
account balances, transfer statuses from one account to the other.
• Kept track of the office revenues and expenses using Microsoft Excel.
• Provided excellent customer service to students, faculty, and staff members.
• Trained new employees on how to use One Step, a cash register system used to receive cash, credit, and
cheque payments.
• Created Campus Recreation fliers through Microsoft Word.
• Assist in advertising and budgeting for the Richard T. Castro Visiting Professorship Community Event
• Analysed and recorded the day to day transactions.
• Created necessary documents such as bill of ladings and invoices in QuickBooks.
• Prepared cheques to be paid to vendors.
• Reconciled bank statements with bank and credit card accounts in QuickBooks at the end of every month.
• Completed office task such as faxing approved order sheets, and emailing customers regarding payments
• Prepared individual tax returns.
• Aided in preparing corporate tax returns.
• Organized client’s tax returns with W-2 forms and other tax forms in a binder for client’s records
Currently studying for the TEFL Course (150 hour master certificate course)