Microsoft Excel
Anel De Klerk
Financial Advisor, HR, Payroll
Bloemfontein,FS
Summary
Hardworking individual with skills in word processing, time management and scheduling. Analytical problem-solver able to work in fast-paced environments with minimal oversight. Excellent skills in HRIS systems and file management systems.
Enthusiastic Human Resources Intern offering education in Human Resource Management N4-N6, with strong skill in communication, administration and multitasking. Well-versed in training, documentation and reporting. In-depth understanding of recruitment strategies, onboarding procedures and compliance requirements.
Overview
2
2
Languages
15
15
years of post-secondary education
6
6
years of professional experience
Work History
Executive Financial Advisor
Metropolitan
Bloemfontein, Free State
01.2019 - Current
- Managed over R3 million in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
Administrative Manager
A & P Plase
Maclear, Eastern Cape
01.2017 - 12.2018
- Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Initiated timely project management within budget constraints for multi-faceted problems concerning executive leaders.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Quickbooks software.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MS Office suite.
- Performed billing, collection and reporting functions for office generating over R20 million annually.
- Completed bi-weekly payroll for 100 employees.
- Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Article Clerk
Webbers Attorneys
Bloemfontein, Free State
01.2015 - 12.2016
- Drafted memoranda and legal documents under supervision of staff attorneys.
- Conducted interviews with clients and witnesses to establish key case information.
- Used HURU to conduct background checks on witnesses and clients.
- Answered most direct attorney phone lines to act as liaison between clients and attorneys.
- Met with clients to discuss upcoming depositions and arbitrations.
Education
Law - Law (Pre-Law)
University Of The Freestate
Bloemfontein 01.2010 - 12.2015
High School Diploma -
High School Hangklip
Queenstown 01.2001 - 12.2009
Diploma - HR
CTU
Bloemfontein 02.2021 - Current
Skills
Financial assistance
Oracle Peoplesoft Financials
Financial records management
Financial budgeting and reporting
Financial and estate planning
Financial Advisory Services
Documentation and control
Policy and procedure modification
Contract negotiations
Database administration
Bookkeeping
Office management
Software
Quickbooks pro
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Diploma - HR
CTU
02.2021 - Current
Executive Financial Advisor
Metropolitan
01.2019 - Current
Administrative Manager
A & P Plase
01.2017 - 12.2018
Article Clerk
Webbers Attorneys
01.2015 - 12.2016
Law - Law (Pre-Law)
University Of The Freestate
01.2010 - 12.2015
High School Diploma -
High School Hangklip
01.2001 - 12.2009