Bridgette Hendricks
Client Manager
Cape Town
Summary
I have a keen interest to further my skills within the financial services sector and seek positions that will leverage my finely tuned, people-centred approach (with colleagues and clients), as well as my keen attention to detail – as a way of driving the corporate brand and foster meaningful professional relationships with relevant stakeholders.
Overview
31
31
years of professional experience
Work History
Manager and Front Desk Administrator
Bridge Collective Investments and Bridge Fund Managers
- Actively contribute to the company image and strengthen client relationships by promptly and accurately reacting to queries received via the client helpline and online channels (statements and disinvestment requests).
- Complying with client requests for information and retrieval of documentation, such as tax certificates, or preparing capital gains tax certificates.
- Safeguard both company and clients by scrutinising documents for accuracy, verify information and identify (and resolve) any irregularities, as well as ensuring that all documents meet FICA and FAIS requirements and conducting follow-up security checks - ensuring to maintain client confidentiality.
- Ensure accurate document management for client requests and provide the required information as per clients' communication needs (email, post, or courier).
- Patiently guide new clients through a complex application process, ensuring that errors are eliminated and updating clients throughout the process.
- Relied-on to perform any ad hoc administrative duties, and also other general support functions as required by the company (such as reception duties and administrative support to other teams).
- Validating new investment applications.
- Ensure that clients and FA's are FICA compliant.
- Check if any new investor is a Politically Exposed Person (PEP).
- Requesting updated FICA documents for investors who have not transacted in five years.
- Submitting daily transactions to Silica, for processing.
- Responsible for maintaining filing and managing client databases, as well as accurate email folder management, appropriately flagging emails and archiving requests.
- Submitting requests to Global Admin for all retirement related products.
- Maintaining client files - create new files for new investors. Submit paperwork to Prescient to ensure their records are updated.
- Generating and e-mailing advisor fee statements to FSP's.
- Daily recon for trades in all funds.
- Daily recon on cash received in the bank accounts.
- Compile banking sweep: bank recon including all payments and interbank transfers.
- Following up with FNB for depositors' details (when you are unable to link monies to the investor) where monies reflect in our bank account, but no paperwork was received.
- Identify and notify the Team of any huge in and outflows.
- Check the monthly debit order list before doing the debit order run.
- Check the monthly recurring withdrawal list before payments are made.
- Assist the Operations Manager with ad-hoc projects – i.e., changes to application forms, updates/changes to our terms and conditions (Client Notifications) etc.
- Assisting with events and communication around it when needed (specifically maintaining RSVP records and compiling Clients Lists needed for events), in collaboration with the marketing team.
- Checking whether Silica has uploaded instructions correctly on their internal client system from the previous day, and saving all records of the day, in accordance with our ISA E3402 Reporting Requirements.
- Assist the Business Development Managers with IFA related queries. This entails servicing investors, potential investors and financial advisors with transactions and queries.
- Report of flows, disinvestments, and new clients on board.
- Assist clients with online registration.
- Ensure that items in the Service Desk-Mailbox are directed to the responsible person and that client requests/instructions are actioned.
- Explaining transaction processes and turnaround times to investors/IFA's/Assistants.
- Assist Investors, IFA's and their Assistants with Admin related questions.
- Provide statements to Investors/IFA's/Assistants.
- Sending welcome letters to new investors.
- Assist with the drafting of any other letters that are needed (especially when there are Operational changes).
- Assist clients with completing application forms (telephonically or otherwise).
- Ensure that returned e-mails are attended to update their records - contact investors.
Education Facilitator & Office Admin
Gold of Africa Museum
01.2017 - 12.2017
- Assist with the development and delivering of curriculum-based school programmes. (Gr's 5, 7 & 10).
- Petty cash control.
- Website maintenance.
- Responsible for school bookings and communication packs.
- Arrange flights, accommodation and transport for Director and international delegates.
- Assist with exhibition set ups.
- Attend Trade Shows to market the museum.
- General administrative office duties.
- Purchase stock for boutique.
- Responsible for database management (SPARK).
- Stocktaking.
- Building maintenance: reporting all faults and getting relevant contractors on site.
- Liaising with guests.
Restaurant Management
Leinster Hall Restaurant
04.2000 - 09.2005
Food & Beverage Service
Cape Grace Hotel
12.1999 - 12.1999
Food & Beverage Service
Wooden Bridge Restaurant
08.1994 - 12.1996
Client Services Administrator
PRESCIENT FUND SERVICES
12.2022 - Current
Education
Matric - Bachelor's Pass
Southern Suburbs Youth Academy
Wealth Management NQF L5 - undefined
Felix Risk Training Consultants
Communication Excellence NQF L3 - undefined
Trilennium CC
Business Communication NQF L2 - undefined
Trilennium CC
Professional Photography - undefined
Don McKenzie School of Photography
Microsoft: Modules 1-5 - undefined
Access Computer College
Advanced Excel Level 2 - undefined
Dynamix Learning Solutions
Skills
- Excel
- Word
- PowerPoint
- Adobe Pro
- Pastel
- Xero
- Able to multi-task
- Highly organized and efficient
- Administration and organizational skills
- Work well under pressure
- Able to meet deadlines
- Gloo Database management
- Dynamix Learning Solutions: Advanced Excel Level 2
Timeline
Client Services Administrator
PRESCIENT FUND SERVICES
12.2022 - Current
Education Facilitator & Office Admin
Gold of Africa Museum
01.2017 - 12.2017
Restaurant Management
Leinster Hall Restaurant
04.2000 - 09.2005
Food & Beverage Service
Cape Grace Hotel
12.1999 - 12.1999
Food & Beverage Service
Wooden Bridge Restaurant
08.1994 - 12.1996
Manager and Front Desk Administrator
Bridge Collective Investments and Bridge Fund Managers
Matric - Bachelor's Pass
Southern Suburbs Youth Academy
Wealth Management NQF L5 - undefined
Felix Risk Training Consultants
Communication Excellence NQF L3 - undefined
Trilennium CC
Business Communication NQF L2 - undefined
Trilennium CC
Professional Photography - undefined
Don McKenzie School of Photography
Microsoft: Modules 1-5 - undefined
Access Computer College
Advanced Excel Level 2 - undefined
Dynamix Learning Solutions
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