Operations Manual - August 2022

Domelia Kiewiet CAPE TOWN

Bookkeeper (International)

t | +27 (0) 21 201 1000
m | +27 (0) 76 113 8077
e | [email protected]

What do you do?

- Weekly capturing and processing of the international company cashbooks.
- Provide offshore commission invoices to providers on a weekly basis for all international companies.
- Invoice overrides for Directors.
- Process payroll journals for Carrick Investment Services, Zimbabwe and Malawi.
- Process petty cash cashbooks for Carrick Investment Services and Zimbabwe.
- Assisting with all audit-related queries.

Who do you support? FUN FACTS

Internal: Accountant, Finance Manager, Finance Director, I do jewellery design as a hobby
HR, Executive Assistant, Company Secretary, Private Wealth and enjoy writing, poetry and
Managers, Regional Managers. painting.
External: Debtors and creditors (Providers and other). I am a qualified kundalini yogi.

What to do if you are not around? In my previous career, I delivered
(Escalation points of contact) seven babies as a medical
student.
Please contact Nazley Hanekom, Senior Bookkeeper -
[email protected]. FAVOURITE QUOTE
“The future belongs to those
When do we contact you? who believe in the beauty of

Contact me with any accounting queries (International their dreams.”
companies).
- Eleanor Rooseveldt

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Wendy Abrahams CAPE TOWN

Accounts Administrator

t | +27 (0) 21 201 1000
m | +27 (0) 82 659 2287
e | [email protected]

What do you do?

- Process all supplier invoices for the Carrick Group.
- Ensuring the expense claim form and request to spend payments are approved by the Manager for all

payment requests.
- Managing the [email protected] mailbox and responding timeously to all queries for the Carrick

Group.
- Reconciliations of all supplier accounts.
- Assisting with management account queries.
- Assisting with audit-related queries.

Who do you support? FUN FACTS

Accountant, Finance Manager, Finance Director, HR, Food, food and more food makes
Executive PA, Company Secretary, Operations Manager, me happy and satisfied, and keeps
Compliance Manager, Marketing Manager, and Creditors.
me sane.
What to do if you are not around? I’m a people’s person and have the
(Escalation points of contact) most weirdest laugh but in overall

Please contact Rudolph Coetzer, Accountant - I’m very family oriented as my
[email protected]. kids keeps me on my toes and to
Please contact Accounts - [email protected].
relieve stress I listen to music.
When do we contact you? I love the outdoors mainly nature it

Please contact me for all payment requests or queries. eases my soul.

FAVOURITE QUOTE
“Most of the important things in the world have
been accomplished by people who have kept on
trying where there seemed to be no hope at all.”

- Eleanor Rooseveldt

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Marketing & Communications

417

Bianca Burch CAPE TOWN

Head of Communications

t | +27 (0) 21 201 1000
m | +27 (0) 73 820 5395
e | [email protected]

What do you do?

- Oversight of communications strategy and implementation for internal and external clients.
- Project management of informative and interesting press releases, press kits, newsletters, and related

marketing materials.
- Develop and implement effective communication strategies that build customer loyalty, brand

awareness, and customer satisfaction.
- Oversight of media relations and publications.
- Work with different departments to generate new communication strategies.
- Implementation of communication initiatives for clients, product providers and Carrick staff.
- Supervise projects to guarantee all content is publication-ready.
- Oversight of communication strategies for new products, launches, events, and promotions.
- Respond to communication-related issues in a timely manner.

Who do you support? FUN FACTS

The Carrick Group - local and international. I love art, reading and being
creative. My current hobby is
What to do if you are not around? learning how to sew. My ideal
(Escalation points of contact) weekend involves getting away
with family and friends and
For client communication queries, contact Rashay Makan, sleeping in a tent somewhere
Group Operations Director - [email protected].
For updates on current design jobs, contact Lisa Schronen, spectacular!
Graphic Designer, [email protected].
FAVOURITE QUOTE
When do we contact you?
“A comfort zone is a
Contact me for any internal, client, or provider communication beautiful place, but nothing
requests, media and publications queries, and internal or client
event briefs. ever grows there.”

48 - Unknown

Lisa Schrönen CAPE TOWN

Senior Graphic Designer

t | +27 (0) 21 201 1000
m | +27 (0) 60 528 7800
e | [email protected]

What do you do?

- Management of workflow within the Design team.
- Designing and updating all branded corporate documents and stationery (business cards, letterheads,

brochures, etc) within the Carrick Group of Companies.
- Designing and updating Carrick corporate stationery (business cards, letterheads, brochures, etc.).
- Preparing presentations, business proposals and supporting graphics for the CEO and Directors.
- Designing invitations for Carrick events (seminars, webinars and internal).
- Preparing Carrick and designing client newsletters, invitations and updates in MailChimp. Deploy using

mailing lists and databases. Management of contacts in the database.
- Designing of social media posts and elements, as well as online advertising banners.
- User interface for landing pages and Carrick websites and user experience for new pages.
- Updating and monitoring all Carrick Group websites (occasional changes, blog article uploads etc.)
- Preparing all design work for print and liaise with printers on quotes and print jobs.
- Updating and printing of Carrick handbooks, training manuals and prospectuses.
- Preparing job advertisements for internal and external vacancies for recruitment.
- Ensure the brand is consistent to the established Corporate Identity.
- Design and management of email signatures.

Who do you support? FUN FACTS

The Carrick Group - local and international I was a hair model for a professional
photoshoot for Carlton Hair and a
Who reports to you? giant portrait of ginger-me stares

Lanah Arnold, Graphic Designer down every person who walks up and
down the stairs at the academy in
What to do if you are not around? Johannesburg.
(Escalation points of contact)
FAVOURITE QUOTE
Please contact Lanah Arnold - [email protected].
“If you see someone without a
When do we contact you? smile, give them one of yours.”

When you are creating anything that requires Carrick branding. - Dolly Parton

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Lanah Arnold CAPE TOWN

Graphic Designer

t | +27 (0) 21 201 1000
m | +27 (0) 61 360 1418
e | [email protected]

What do you do?

- Designing and updating all branded corporate documents and stationery (business cards, letterheads,
brochures, etc) within the Carrick Group of Companies.

- Designing and updating Carrick corporate stationery (business cards, letterheads, brochures, etc.).
- Preparing presentations and supporting graphics for Directors.
- Designing invitations for Carrick events (seminars, webinars and internal).
- Preparing Carrick and designing client newsletters, invitations and updates in MailChimp.
- Designing of social media posts and elements, as well as online advertising banners.
- User experience (wireframes) for new landing pages or new pages on the Carrick websites.
- Uploading of blog articles and adding and removing employees off the Carrick website.
- Preparing all design work for print and liaise with printers on quotes and print jobs.
- Updating and printing of Carrick handbooks, training manuals and prospectuses.
- Preparing job advertisements for internal and external vacancies for recruitment.
- Ensure the brand is consistent to the established Corporate Identity.
- Management of email signatures.

Who do you support? FUN FACTS

The Carrick Group - local and international I enjoy camping under the stars and I
eat a lot more than people think.
What to do if you are not around?
(Escalation points of contact)

Please contact Lisa SchrÖnen - [email protected].

When do we contact you?

When you are creating anything that requires Carrick branding.

FAVOURITE QUOTE

My uncle used to say - “You
live by the choices you make”.

50

Simone Lazo CAPE TOWN

Marketing Co-ordinator

t | +27 (0) 21 201 1000
m | +27 (0) 74 418 8843
e | [email protected]

What do you do?

- Manage and oversee Carrick’s corporate brand style.
- Ensure that the Carrick team are aware of the corporate requirements for look, feel and tone of voice for any

marketing collateral.
- Manage marketing campaigns in conjunction with relevant third-party partners, engage team members as

appropriate and provide ongoing MI including planning, implementing, monitoring, and reporting.
- Engage team members as appropriate and provide ongoing MI including planning, implementing,

monitoring, and reporting on lead generation campaigns.
- Ensure compliance procedures are adhered to when releasing any financial promotions/advertising to the

market.
- Create and/or edit copy for all marketing materials. Have review and signoff responsibility for all marketing

materials and collateral, seeking appropriate approvals where required.
- Create or oversee prospect emails sent via our email marketing system.
- Assist in the creation and manage implementation of Marketing and Brand strategies.
- Co-Manage the Carrick Group websites on an ongoing basis, including refining content and updating as

required.
- Manage Carrick’s social media content across all platforms.
- Produce and manage content schedule.
- Planning, coordinating, and executing all webinars, seminars, and other marketing events.

Who do you support? FUN FACTS

The Carrick group of companies. I am vegetarian, but don’t like vegetables and
am allergic to avocado. I can solve a Rubix cube
What to do if you are not around?
(Escalation points of contact) in 2 minutes and I have dual citizenship in the
USA, even though I have never lived there.
Contact Scott Irving, Operations Manager -
[email protected]. FAVOURITE QUOTE
“If you don’t like something, change it. If
When do we contact you? you can’t change it, change the way you

Contact me for any marketing, event or digital think about it.”
media requests.
- Mary Engelbreit

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