Enthusiastic Personal Assistant with a natural ability to learn quickly and deliver fast results. Strong work ethic and positive attitude dedicated to providing exceptional support and ensuring seamless operations. Passionate about efficiency and attention to detail, effectively managing tasks and prioritizing responsibilities for overall team success.
Overview
22
22
years of professional experience
Work History
PERSONAL ASSISTANT
Capitec Bank
10.2022 - Current
Electronic diary management for Financial Management Team (one manager based in Johannesburg)
Travel arrangements and detailed itineraries for Executives and teams as and when required via on-line Travel IT system
Office management - ensure all machines and electronic equipment are in good working order and order various consumables
Organizing meetings, functions, strategy sessions and conferences - all logistics thereof
Receiving visitors and arranging access and parking when required
Minute taking, Agenda's as well as the distribution of minutes and monitoring of follow up actions
Client liaison - both internal and external stake holders
Payments - done online via SAP4 Hana system
Assist Management team with Personal Claims
Project administration - assist managers with various projects/arrangements
Maintaining office stationery requirements
Function as a helpdesk when Managers are not available - manage complaints and resolution thereof
Edited and finalised letters before distribution to check for clarity and accuracy
Gathered and compiled relevant information and materials to facilitate adequate briefing to employers prior to meetings
Maintained appropriate filing of personal and professional documentation.
Oversaw personal and professional calendars and coordinated appointments for future events.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Improved time management of the executive through effective prioritization and organization of tasks.
Displayed absolute discretion at handling confidential information.
Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
Coordinated events and functions with attention to detail ensuring successful execution.
Kept detailed track of household and maintenance inventory and schedules.
Monitored expenses closely, maintaining an organized filing system for easy access to financial records.
Managed travel arrangements including flights, accommodations, and itineraries for smooth business trips.
Participated in team meetings and staff training sessions.
EXECUTIVE ASSISTANT
Sanlam Financial Services
02.2021 - 10.2022
Electronic diary management
Travel arrangements and detailed itineraries for Executives and teams as and when required via on-line Travel IT system
Office management - ensure all machines and electronic equipment are in good working order and order various consumables
Organising meetings, functions, strategy sessions and conferences - all logistics thereof
Receiving visitors and act as Hostess
Minute taking, Agenda's as well as the distribution of minutes and monitoring of follow up actions
Client liaison - both internal and external stake holders
Payments - done online via SAP4 Hana system
Company Credit card - monthly recon and submission to Finance Department
Project administration - assist managers with various projects/arrangements
Maintenance of electronic information system - updating relevant documents and acting as a help desk for enquiries and customer complaints
Maintaining office stationery requirements
Function as a helpdesk when Managers are not available - manage complaints and resolution thereof
Managed information flow between senior executives and other members of staff, passing on information about policies, procedures, and directives
Offered logistical support to visiting executives in coordination with other assistants
Welcomed and greeted guests and customers, answered inquiries, or directed concerns to correct staff
Acted as primary point of administrative contact and liaison with other offices, individuals, and external organisations to streamline communications
PERSONAL ASSISTANT
Glacier Financial Holdings
11.2016 - 01.2021
Electronic diary management for 3 Exco Members
Travel arrangements and detailed itineraries for 2 managers and teams as and when required via on-line Travel IT system
Office management - ensure all machines and electronic equipment are in good working order and order various consumables
Organising meetings, functions, training, and conferences - all logistics thereof
Receiving visitors
Minute taking, Agenda's as well as the distribution of minutes and monitoring of follow up actions
Client liaison - both internal and external stake holders
Filing of Contract on Doc-IT system (previously Content Manager) and updating/renewing annually
Payments - complete requisition and take to Finance department for payment
Company Credit card - monthly recon and submission to Finance Department
Project administration - assist managers with various projects/arrangements
Maintenance of electronic information system - updating relevant documents and acting as a help desk for enquiries and customer complaints
Maintaining office stationery requirements
Relief of Reception as and when required
Act as a helpdesk when Managers are not available - manage complaints and resolution thereof
Prioritised workload and managed multiple conflicting deadlines with attention to detail and within set timelines
Edited and finalised letters before distribution to check for clarity and accuracy
OFFICE & PROJECT ADMINISTRATOR
Sanlam
02.2014 - 10.2016
Office management - ensure all machines and electronic equipment are in good working order - arrange for service and stationary
Electronic diary management for 3 Senior Managers via MS Outlook
Travel arrangements - 5 managers
Organising meetings, functions, training, and conferences - all logistics thereof
Receiving visitors, arrange access cards and reserved parking
Minute taking and distribution of minutes and monitor follow up actions
Client liaison - both internal and external stake holders
File management - paper based and electronic
Finance system - capture all payments and ensure paid in time - provide proof of payment to vendors as requested
Budget reconciliation - monthly - ensure all payments have gone off our E² finance system - ensure there is sufficient money available across all the cost centres
Mail and information management on Sanlam systems
Ordering and maintaining office stationery for all managers/staff
Project administration
Maintenance of electronic information system - updating relevant documents and acting as a help desk for enquiries
PERSONAL ASSISTANT TO REGIONAL MANAGER AND AREA MANAGER
Absa Bank
01.2010 - 01.2014
Electronic diary management via Outlook
Minutes of meetings and distribution thereof
Assist with any follow up actions - keep manager updated on progress
Collation of monthly statistics and various Regional Reports
Logging of original Wills drafted and forwarding for Safe Custody
Administration of Leads received from Estates department - follow up
Typing of discount letters
Reception duties
Screening of telephone calls and direct to correct contact person
Function as a helpdesk for client enquiries
Ordering of office stationery and maintenance of office machinery
Travel arrangements - local only
Reconciliation of invoices and payments
Typing and filing for managers
Preparation of training material and printing thereof for Area manager
Updating of team lists and departmental telephone lists
Updating client complaints and compliments on CCP system - follow up
Events management
Consult with Advisers and draw statistics from VIS system
Assist Area Manager with Power Point Presentations and printing of hand out material/bound presentations/meeting material
PERSONAL ASSISTANT
Sanlam Investments
04.2009 - 12.2009
Diary management via Outlook for 5 managers and team members
Payments
Client liaison and screening of telephone calls and referring to correct person
Events management
Minutes of meetings and distribution thereof
Drafting monthly reports and distribution thereof
Maintenance of office stationery and machinery
Departmental travel arrangements
Typing for team members
SECRETARY
Sanlam
10.2007 - 03.2009
Market Strategist and Head of Regional, Diary management via Lotus Notes
Correspondence on behalf of management
Collate monthly statistics, formulate reports, and distribute
Payments of invoices on E² Financials System
Screening of telephone calls for managers and team
Events management
Travel arrangements - local only
Ordering of office stationery and maintenance of office equipment
Assisted the 2 marketing coordinators with events management and ordering of marketing material via the online Inventory system
Handling of petty cash and reconciliation thereof
SECRETARY TO OPERATIONAL MANAGERS
Sanlam
05.2004 - 09.2007
Electronic diary management - Lotus Notes
Updating monthly statistics and reports for management
Events management
Team conferences - including sourcing of venues
Registration, refreshments, meeting material and certification
Updating expensed incurred on cost centre and updating on server
Minutes of meetings and distribution thereof
Minutes of disciplinary hearings
Handling of client complaints and ensuring they are satisfactorily managed
Screening of telephone calls for managers
Arranging tours of the Client Contact Centre
Presentation - update information
Preparation of folders for visitors
Receive visitors at main reception
Venue and refreshments
Purchase of kitchen requirements
Treasurer of the Secretary's Social Fund
SAP Administration - capturing of kilometres and telephone costs
PERSONAL ASSISTANT
Sanlam
01.2003 - 01.2004
Electronic diary management (Lotus Notes)
Travel arrangements for managers and 50 Technology consultants in field
General administrative duties
Assist managers and technology consultants with monthly reports and statistics
Preparation of contracts and typing thereof
Updating personnel folders as and when required
SECRETARY
01.2003 - 06.2003
Local and overseas travel arrangements
Preparation of board packs for meetings
Electronic diary management
Arranging of meetings
Departmental typing requirements
Preparation of PowerPoint Presentations (printing and binding thereof)
Education
National Senior Certificate - Grade 12
Sarepta Senior Secondary
Kuilsriver, Cape Town
Skills
Good communicator
Confident
People's person
Positive attitude
Detail orientated
Perseverance
Confidentiality and discretion
Executive calendar management
Excellent verbal communication
Strong Work Ethic
Valid Driver's License
Commitment to quality and service
Professional and mature
Personal Information
ID Number: 7303010216084
Notice Period: Available Immediately
Languages
English
Advanced (C1)
Afrikaans
Advanced (C1)
Timeline
PERSONAL ASSISTANT
Capitec Bank
10.2022 - Current
EXECUTIVE ASSISTANT
Sanlam Financial Services
02.2021 - 10.2022
PERSONAL ASSISTANT
Glacier Financial Holdings
11.2016 - 01.2021
OFFICE & PROJECT ADMINISTRATOR
Sanlam
02.2014 - 10.2016
PERSONAL ASSISTANT TO REGIONAL MANAGER AND AREA MANAGER
Absa Bank
01.2010 - 01.2014
PERSONAL ASSISTANT
Sanlam Investments
04.2009 - 12.2009
SECRETARY
Sanlam
10.2007 - 03.2009
SECRETARY TO OPERATIONAL MANAGERS
Sanlam
05.2004 - 09.2007
PERSONAL ASSISTANT
Sanlam
01.2003 - 01.2004
SECRETARY
01.2003 - 06.2003
National Senior Certificate - Grade 12
Sarepta Senior Secondary
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