Executive Assistant Manager

NOREEN GREEN

CURRICULUM VITAE

** ******** ****, **********, *** 2094 (011-***-**** 082-***-**** Date of Birth 23 May 1959

ID Number 590-***-**** 087

Nationality South African

Gender Female

Marital Status Married

Driver Licence Code 08

Email ******.*****@*****.*** / *************@*****.*** EDUCATION

Queens High School

Completed in 1976

OTHER EXTRA-MURAL COURSES ATTENDED

STC – Switchboard Programming

Philips – Advanced Word Processing

IBM – WordStar

WordPerfect for Windows - Advanced

Ms Office – Excel, Word, Outlook, Publisher & PowerPoint

Personal Improvement Plan – Superior Skills for Executive Secretaries

Personal Improvement Plan – Professional Conduct for Secretaries & Receptionists.

Hold a valid Department of Labour Accredited Level 3 First Aid qualification

Moonstone - FAIS

EMPLOYMENT HISTORY

EOH Advisory Services

Executive Assistant

1 April 2019 – 1 October 2019 (6 month fixed term contract) Imara Group

Group Administration Manager

February 2003 to 31 March 2019 (16 years)

JP Landman and Associates

JP Landman is a Political Analyst, I assist with admin on an ad hoc basis during my private time. April 1999 to current (19 years)

BOE Personal Stockbrokers (Private Client Stockbrokers)

(Formally part of BOE Securities which split into 2 stockbroking arms (Institutional & Private Clients)) Executive Assistant to:

Managing Director, Deputy Managing Director & Chief Operating Officer April 1997 to end January 2003 (5 1 2 years)

CURRICUMUM VITAE

NOREEN GREEN

Page 2

Soda-Club (SA) (Pty) Ltd.

Executive Assistant to:

Managing Director, Financial Manager, Sales Manager and Operations Manager October 1993 to 30 March 1997 (4 years)

Mathison & Hollidge Inc (Stockbrokers)

Executive Assistant to Managing Director and to the Chairman at that stage of the Johannesburg Stock Exchange February 1984 – July 1992 (8 years)

Davis Borkum Hare Inc (Stockbrokers)

Switchboard Operator / Receptionist

1981 – 1982 (1 year)

Nationwide Television Services

Switchboard / Receptionist / Girl Friday

1977 – 1981 (4 years)

Lanes Hair Clinic

Switchboard / Receptionist / Girl Friday

January 1977 – June 1977 (6 months)

DUTIES UNDERTAKEN DURING EMPLOYMENT AT:

EOH Advisory Services

COMPLIANCE MANAGEMENT - REPORTING TO EXECUTIVE HEAD/KEY INDIVIDUAL Manage and co-ordinate all compliance requirements for the business with external compliance company.

Facilitate and manage compliance policy procedure for employees to be FAIS compliant with the below requirements:

o CMS registrations

o Date of first appointment (FSB registrations)

o Honesty & Integrity Documents

o Section 13

o Disclosures

o Risk register

o RE certificates

o Supervision

Manage supervision implementation for representatives who are under supervision (who are not 100% accredited)

Manage implementation of supervision agreements that need to be signed and sent to HR as an addendum to their contract

Manage and Facilitate the monthly supervision meetings between the representatives and the supervisor

Screen and manage all call centre calls inbound and outbound to ensure they are giving factual information as per their supervision agreement and report back to supervisor with findings

Manage internal compliance policy – make sure It is in line with the FAIS requirements as per the FSCA requirements for financial service providers

Facilitate and coordinate annual compliance audit with compliance company, ensure all documents are correct and submitted on behalf of company

Ensure FSCA levies are paid on time

Register representatives who will write their RE exams and ensure payment is made to confirm booking (arrange training with external provider if approved by Business Unit Manager) CURRICUMUM VITAE

NOREEN GREEN

Page 3

Manage all renewals of Council for medical schemes for all representatives and the FSP’s renewal

Manage company Shared drive - ensure it is FAIS compliant as per the FSB’s requirements for the compliance folder

Manage compliance for client data on shared drive- all service level agreements are correctly received and saved on the shared drive and all confidential information is correctly documented and confidential

Manage client records - older than 5 years should be sent to metro file (offsite)

Ensure all service level agreements with medical schemes and service providers are up to date and not expired

Ensure all compliance documents for tender submissions are correct and sent to right person for submission HR FUNCTIONS – REPORTING TO EXECUTIVE HEAD

Manage all HR and payroll requests with head office on behalf of executive head

Prepare ATR’s for new employees

Communicate with employment agencies regarding job specs for vacant positions

Manage all on boarding documentation, signed offers and employment contracts

Ensure company equipment is documented, signed and sent to IT

Set up interviews for potential candidates

Submit Stannic card forms for employees who are offered this benefit

Request ESS and TXM registrations

Ensure all employees are set up with laptops, email addresses, desk phones and access tags

Submit salary advances approved by Executive Head

Submit salary increases approved by Executive Head

Coordinate BBBEE requests from HR for employees and submit to HR

Coordinate skills development and wellness offering spreadsheet with Executive Head

Prepare exit forms for employees who leave the company

Ensure all property equipment is returned if an employee leaves (i.e. laptops and accessories, Stannic cards, etags and access tags returned)

OFFICE MANAGEMENT – REPORTING TO EXECUTIVE HEAD

Manage all office requirements

Boardroom bookings for meetings

Printer management – sending counter reports, ordering toners etc.

Manage stationery orders

Arrange couriers, deliveries and collections

Coordinate catering for training, meetings etc when requested

Ensuring all proof of payments received from finance are correct and sent to the correct service provider ADMINISTRATION FUNCTIONS/SUPPORT – REPORTING TO EXECUTIVE HEAD

Manage and approve on behalf of the executive head flights and accommodation for all travel requests for employees in Business Units

Manage and approve on behalf of the executive head expenses submitted on TXM for employees in Business Units

Diary management and coordinating meetings that need to be set up

Coordinate agenda’s, minutes and action items for meetings

Consultant management

o Ensure consultants are prepared for meetings with clients – binding reports, formatting reports as and when needed, setting deadlines for quarter reports and facilitating the drop box for external providers who upload data for reports

o Presentation formatting and ensuring it is in line with the new EOH template o Ensure all year planners are up to date and signed o Facilitate scheme champ allocations with divisional head o Manage GCR reports received for schemes and send out to consultants

Year-end Revision support

o Preparing schedules/meeting requests for client visits for YER o Finalising presentations with divisional head, design and ordering of posters. o Approving travel requests and submitting claims on behalf of consultants and approving requests on TXM on behalf of Executive head.

o Facilitate report for YER expenses

CURRICUMUM VITAE

NOREEN GREEN

Page 4

o Upload all consultants regional attendance registers and prepare attendance register stats once YER is finalised

o Ensuring all compliance documents for consultants are correct and advice records and analysis documents are FAIS compliant and saved correctly and in the correct folder on the shared drive

SUPPORT THE NEW BUSINESS DEVELOPMENT EXECUTIVE

o Assist with formatting and prettifying documents o Support with new business tenders

o Assist with any other support needed by the executive The Imara Group:

February 2003 to current

Perform services not only for the SA Holding Company and Botswana Holding Company but also for any other company in the Group as reasonably required from time to time and as directed by either the Group Chief Executive Officer, (CEO), or Group Chief Financial Officer, (CFO).

Work for temporary periods, at such other places and in such other countries as the Group required, and as directed by either the Group Chief Executive Officer, (CEO), or Group Chief Financial Officer, (CFO).

Carry out the general duties of a Personal Assistant for both the Group Chief Executive Officer and the Group Chief Financial Officer and specifically to include secretarial support on an as required basis, travel bookings and arrangements, diary appointments and administrative duties.

To provide secretarial services, namely transcribe, prepare and format minutes for approval at meetings of directors of Imara Holdings Limited and at meetings of any sub-committee of the Imara Holdings Limited Board of Directors or at any meeting of any group subsidiary company;

Maintain Board files.

Board pack preparation and distribution.

Provide support to all Imara Group directors on an as required basis.

To liaise on a regular basis with the Company Secretaries to ensure that company statutory records are being adequately maintained.

To maintain and regularly update in electronic format, company and group templates relating to key management reports, letterheads and directories.

To maintain records and contact details of directors and members of the company and to be responsible for the circularisation and distribution of reports, minutes, agendas, board packs and other documentation to such persons under the direction of the CEO and CFO.

To maintain and regularly update the Group’s website.

Handle the Groups marketing and social media and brand awareness by providing templates, business cards etc.

To liaise on a regular basis with the Group’s Public Relations Consultants to ensure that significant Group events and achievements are given adequate and appropriate media exposure.

Assist with direct and indirect payroll administration on an as required basis.

To participate in specific group projects as directed by either the Group Chief Executive Officer, (CEO), or Group Chief Financial Officer, (CFO) from time to time.

To provide secretarial assistance to Investment Funds managed and administered by the Group, on an as required basis.

Involved in the production of the Monthly Communiqué published by Imara Asset Management South Africa.

Provide assistance with the Monthly Newsletter published by Imara SP Reid stockbrokers.

Assist in the layout and distribution of the Group Annual Report.

Supervise the Receptionist; maintain continuity at front desk with continuous staffing.

Supervise Driver and Cleaning Services.

Correspondence, memos, statistical charts, newsletters, forms, website content, etc. - Review materials for completeness, accuracy, format.

Work with vendors and service providers to keep office systems functioning smoothly at all times.

Manage office consumables including office supplies, postage system, kitchen supplies, printer and copier supplies, stationary, etc.

Building Manger – oversee all the security and maintenance in the building.

Authorise and release payments for the Holding company in Botswana, all SA bank accounts and Group Mauritius bank accounts.

Payment of creditors for the SA Asset Management Company.

The company moved premises on 2 occasions, I ran both projects, from dealing with designers, space planners, service providers and movers.

CURRICUMUM VITAE

NOREEN GREEN

Page 5

Imara Asset Management (SA)

February 2003 to September 2006

Diary management of the MD and 2 Directors.

Payment of creditors (electronic).

Preparation of the commissions schedule for payment to stockbrokers.

Ensuring client mandates are complete, checking FICA compliance, opening trading account on behalf of client with Stockbroking Company, provide client with website access.

Liaising with clients and scheduling appointments.

Handle client queries.

Printing monthly statements.

Stationery control and purchasing groceries for the office.

Ensuring FSB (Financial Services Board) compliance.

Typing of correspondence.

Preparing client proposals on MS PowerPoint.

Taking minutes of meetings.

Management of 2 secretarial/admin staff.

Reason for leaving : Seconded to Head Office

BOE Personal Stockbrokers (Private Client Stockbrokers)

(Formally part of BOE Securities which split into 2 stockbroking arms (Institutional & Private Clients)) April 1997 to end January 2003

Personal Assistant to:

Managing Director, Deputy Managing Director & Chief Operating Officer

Assisting Managing Director & Deputy Managing Director in varied and various duties.

Diary keeping.

Private & confidential typing of all documents / minutes and agenda for all Exco Meetings & management reports to the Merchant Bank.

Compilation and typing of various and varied documents for staff in the Personal Stockbrokers Division, including proposals for client’s investments.

Typesetting, layout, printing and distribution of all company brochures and product brochures and from time to time the monthly client’s newsletter.

Checking all branch expenses according to procedures before handing over for authorisation.

Liaise on behalf of Directors internally and externally when required, verbally and written.

Handle queries, enquiries and problems on behalf of the Directors, obtain relevant information and re-direct the query when necessary – follow up if necessary.

Request information from staff when required and follow up to ensure that it is submitted timeously.

Arrange all corporate lunches.

Arranging National Directors travel and accommodation.

Travel arrangements for Managing Director & Deputy Managing Director.

Arrange all matters relating to the company conferences.

Handle all ordering of stationery and promotional items.

Often used as ‘help desk’ for all branches queries relating to company procedures and practises.

Often help the branch with software support.

Various ad hoc duties.

Selective client contact.

Am the qualified emergency services (first aider) for the company. Reason for leaving : Take-over of BOE by Nedbank, moved with the Deputy Managing Director to Imara CURRICUMUM VITAE

NOREEN GREEN

Page 6

Soda-Club (SA) (Pty) Ltd.

October 1993 to 30 March 1997

PA to Managing Director

Secretary to Financial Manager

Secretary to Sales Manager

Secretary to Operations Manager

Assisting the Managing Director in various duties

Private & confidential typing of all monthly management reports sent to the holding company in Israel.

Compilation and typing of various and varied documents for all staff in the organisation.

Manage all company travel arrangements.

Handle the petty cash function.

In charge of ordering all printing, stationary, promotional giveaways etc.

Preparing proforma invoices and supporting documents for imports and exports and liaising with clearing and forwarding agents. Corresponding with offshore suppliers.

Various ad hoc duties.

Reason for leaving : To return to the financial markets. Mathison & Hollidge Inc (Stockbrokers)

February 1984 – July 1992

PA to Managing Director

PA to the then Chairman of the Johannesburg Stock Exchange

Personal Secretary to nine Directors

Private & confidential typing of all financial statements for the Financial Director on a monthly basis.

Handled the entire medical aid function for the company.

Compilation and typing of various and varied documents for the Office/Personnel Manager

General correspondence for the scrip department

Managed all company travel arrangements (organisation, bookings, hotels, both local and international).

Managed all catering arrangements and staff for the two executive dining rooms.

Did PR work for the company – organisation of all functions, golf days etc.

Various ad hoc duties.

Reason for leaving : Pregnant – stopped work to have my baby Davis Borkum Hare Inc (Stockbrokers)

1981 - 1982

Switchboard Operator / Receptionist

Worked a very large, busy Philips PABX, dealt with the client and large institutions, handled all the phones for the Directors on the stock market floor.

Reason for leaving : Pregnant – stopped work to have my baby. CURRICUMUM VITAE

NOREEN GREEN

Page 7

Nationwide Television Services

1977 - 1981

Switchboard / Reception / Girl Friday

Switchboard, telex, typing general correspondence, dealing with the 14 branches nationwide and doing the weekly branch figures. Answered to the operations director. Reason for leaving : Was offered a chance to go into stockbroking Lanes Hair Clinic

January 1977 – June 1977

Switchboard / Reception / Girl Friday – afternoons only

Answered to 2 Directors, made appointments, dealt with clients and did the usual administration work. Reason for leaving : Was offered a full day position REFERENCES:

Mr Dave Eliot : +27 (0-83-701-**** ****.*****@*************.**.** Mr Dave Stone : +27 (0-82-773-**** ****@******.**.** Mr Mark Tunmer : +263-***-***-*** ****.******@************.*** Mr Tom Gaffney : +44-790*-***-*** ***.*******@*****.*** Mr JP Landman : +27 (0-83-250-**** ******@*******.***

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