Toni-Joy Martin

Managed client intake, HubSpot CRM data and integrations, and coordinated executive calendars while building referral partnerships and running social media and SEO reporting to improve lead conversion and firm visibility.

Managed client intake and vetting, maintained HubSpot records, prepared intake packs and agreements, tracked missed calls and leads, and organized executive schedules to streamline operations and improve conversion.

Oversaw daily restaurant operations including staff scheduling, inventory and cash handling, trained new staff, and maintained customer service standards to ensure operational efficiency.

Handled order processing, daily reconciliations, customer service and general front-of-house duties to support smooth restaurant operations and accurate cash reporting.

Maintained bookkeeping, tracked and reported stock volumes, managed procurement and assisted with SARS submissions to support financial compliance and operational continuity.

Handled high-volume inbound customer calls, tracked parcels, processed returns and investigated payment issues to resolve cases within SLA and maintain customer satisfaction.

Processed and tracked reclaim claims, liaised with clients and financial institutions, investigated disputes and produced regular reports to ensure timely claim resolution and SLA compliance.

Assisted clients with account openings and digital banking, handled inbound/outbound calls, processed loans and card services, and provided financial product advice while ensuring KYC compliance.

Supported audit engagements by performing transaction testing, reconciliations, stock counts and preparing working papers to ensure accuracy and compliance with audit standards.

Pursuing a Certificate in Business Accounting through CIMA; coursework in accounting fundamentals and management accounting.

Completed the National Senior Certificate with general secondary education and subject credits required for graduation.