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
undefinedSoftware
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
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