Diary Management
Booking client appointments
Booking of medicals for prospective clients
Submission of health, life cover and insurance applications
Issuing of client’s policies and acceptance letters
Follow ups on queries with head office on behalf of the client
Arranging of payments for clients
Submission of compliance documents for branch audit
General admin duties
Reconciliation of tax for advisor
Reason for leaving – Financial Advisor Relocated
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Curriculum Vitae of
Client Care Consultant
SAGE ERP AFRICA
02.2014 - 10.2015
Printed by Inbox - 033-391 4643, Raising of Annual License Fee invoices in both ZAR, USD and CPI Rates
Creation of invoices for AUD Royalties
Preparing monthly Renewal Spreadsheets for Accpac and SES clients
Compiling of Commission spreadsheet on a monthly basis
Processing change of Business Partner and Company Name change documents
Compiling Credit Note Authorization sheets
Issuing of quotations on request by Business Partners
Ensuring paid invoices are timeously updated on Accpac
Compiling of End User
Reason for leaving – Contract ended
Project administrator and Global Resource Finance Administrator
SAB MILLER
05.2011 - 10.2013
Assist in administering Resource Information and Resource Planning information using tools
such as HP PPM and MS Excel
Data reconciliation and the ability to reconcile data using Excel formulas
Data Integrity assurance
Data manipulation, analysis and statistical analysis outputs
Administering and executing the Resource Planning Administration Process
Maintain key relationships within teams and with management in order to effectively
administer resource planning
Admin support to the team; Schedule and minute meetings
Send out and track completed deliverable for sign off
Arrange flights and accommodation for Vendors; Capture purchase orders on SAP
Putting support packs together; Updating deck on a weekly basis
Uploading monthly release documents on collaboration room
Capture and track team leave on the schedule; Uploading new demand items on CQ
Submitting functional design specs for sign off
Compiling audit documents for monthly releases;
Uploading and tracking RCA logs on SharePoint
Compiling PIR Reports; Tracking weekly problem log
Tracking of test scripts on HPQC; Logging of issues and risks on PPM
Weekly plan maintenance on MS Projects; Processing of expense claims
Completion of BIS online user access forms;
Completion of RICEFW’s on PPM for BAU team
Reason for leaving – FTC Ended
Customer Service Assistant
WOOLWORTHS
08.2009 - 01.2011
Customer Queries; Customer Complaints
Issuing of Visa cards; Completion and Submission of Fica documents
Assisting customers with Store cards and Loans
Processing of store cards and Loans; General Admin duties
Maintaining Mounties track and trace database; Creating gift registries online
Placing / issuing orders of garments & gift cards
Curriculum Vitae of
Teller
ABSA BANK
01.2008 - 12.2008
Ensuring quick and efficient customer service
Adhering to legislation and regulatory requirement
Balancing, controlling and managing float; Generation of leads to sales consultants
Reason for leaving – Was not placed within the learnership programme
Prive Executive Hostess
Tsogo Sun t/a Gold Reef City Casino
01.2002 - 07.2007
Data Capturing; General Admin duties
Customer Service; Organizing promotion and external events
Hosting Casino Functions; Processing membership cards
Compiling of in House and Shift Reports
Organizing travel arrangements for VIP guests
Reason for leaving – Better career opportunity
Education
MODULES - undefined
Varsity College
Skills
ADDITIONAL TRAINING COURSES COMPLETEDundefined
Certification
23 January 1983
Additional Information
Personal Details
IDENTITY NUMBER : , 830123 0208 088
Timeline
Personal Assistant
DISCOVERY FINANCIAL CONSULTANTS
06.2018 - 06.2022
Client Care Consultant
SAGE ERP AFRICA
02.2014 - 10.2015
Project administrator and Global Resource Finance Administrator
CLIENT RELATIONS/ADMINISTRATION at Shene' De Oliveira (Discovery Financial Planner/Advisor)CLIENT RELATIONS/ADMINISTRATION at Shene' De Oliveira (Discovery Financial Planner/Advisor)