Claudine Naidoo
Executive Assistant
Chatsworth
Summary
Dynamic individual with hands-on experience in all round Administration and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to leveraging meaningful contributions and advancing organizational goals to bring about team success.
Overview
29
29
years of professional experience
1
1
Language
Work History
Wealth Advisor Administrator
PSG Wealth Umhlanga
05.2023 - 06.2025
- Facilitate the full administration function of the banking facility.
- Receiving, telephonic verification and processing of instructions from introducers and clients relating to payments, statements, opening and closing of accounts, inter account transfers.
- Obtaining, recording and updating of FICA and FATCA requirements.
- Maintain accurate records and timeous filing.
- Product knowledge on different account options, structures, interest rates, fees and overall account terms, conditions and restrictions applicable.
- Resolve all queries – Email or telephonic
- General Administration.
- Processing of monthly office payments.
- Calculation of cash placement referral commissions and receiving monthly invoices for payment.
- Streamlined client onboarding processes, enhancing operational efficiency and improving client satisfaction through tailored support services.
- Developed and maintained comprehensive client portfolios, ensuring meticulous record-keeping and adherence to compliance standards.
- Collaborated with financial advisors to prepare investment proposals, facilitating informed decision-making for clients' wealth management needs.
- Implemented client feedback mechanisms, driving continuous improvement in service delivery and client engagement strategies.
Document Management / QS Administrator
Engen Refinery
05.2018 - 02.2023
- Accurately extract metadata from documents and capture/manage it onto a secure database.
- Streamlined document management processes by implementing electronic filing systems, enhancing retrieval efficiency and reducing processing time.
- Developed and maintained comprehensive quality assurance protocols, ensuring compliance with regulatory standards and improving operational accuracy.
- Coordinated cross-departmental communication regarding document workflows, fostering collaboration and minimizing delays in project timelines.
- Conducted regular audits of document control systems, identifying areas for improvement and ensuring adherence to industry best practices.
- Scanning of project documentation and indexing, QA and QC work packs, technical documents. Analyze P&ID’s
- Validation of refinery drawings.
- Design of standard drawing templates.
- Facilitating of old paper drawings and converting to digital use, linking documents to Sharepoint to Libwin.
- Extract data book information for Petronas validation.
- Administrator to the Quantity Surveyor dept using the SAP system.
- Acknowledgement, receipting and logging of claims for accounts on the claims log portal. Distribution to QS and accounts.
- Customer and staff liaison on regular basis to resolve payment discrepancies and issues.
- Retrenched
Creditors Clerk
Pyro-cote (Pty) Ltd
11.2016 - 04.2017
- Checking invoices against purchase orders – product breakdown/splits into designated allocation codes.
- Ensure all creditors are reconciled and ad-hoc payments are processed by monthly cutoff date. No open balances on creditors listing.
- Reconcile creditors to GL on Pastel.
- Generate weekly reports on Pastel for Accounting.
- Payroll and other adhoc payments on Standard Bank.
- Contract Ended
- Processed creditor invoices accurately, ensuring timely payments and maintaining positive supplier relationships through effective communication.
- Reconciled monthly statements and resolved discrepancies, enhancing financial accuracy and supporting operational efficiency.
- Implemented a new electronic filing system, improving document retrieval speed and reducing paper usage significantly.
- Assisted in the preparation of financial reports, contributing to informed decision-making and budget management.
Credit Control (Debtors)
Dawn Distribution Centre
08.2014 - 09.2016
- Ensure effective processing of Credit Applications
- To carry out tracing and collection of outstanding debtors
- Timeous collection of outstanding monies and maintenance of debts at an acceptable level within the companies parameters
- Liaising with internal and external sales dept
- Assist in printing and preparing of monthly statements
- Book value of approximately of R6 million
- To ensure collection targets are met. Issue reminders and final demands for non payments.
- Follow up with queries and ensure credits are passed timeously.
- Switchboard control.
- Current Position
- Streamlined credit control processes, enhancing collections efficiency and reducing overdue accounts across the portfolio.
- Developed and implemented debt recovery strategies, significantly improving cash flow and minimizing losses.
- Conducted regular account reconciliations, ensuring accuracy in financial records and timely reporting to management.
- Mentored junior staff on best practices in credit management, fostering a culture of compliance and accuracy.
National Creditors Clerk
Plumblink (Pty) Ltd
12.2008 - 06.2014
- Checking, registering and verifying invoices on Kerridge system.
- Ensuring stock received by branches is receipted in correctly.
- Scanning pods on kerridge in house system.
- Switchboard duties.
- Writing rebates cheques for plumbers.
- Filing.
- Book value ranging from 4 – 16 million.
- Dept relocated to Jhb
- Based on the provided job title of National Creditors Clerk and the employer Plumblink (Pty) Ltd, here are eight tailored resume experience statements:
- Managed the processing of creditor accounts, ensuring timely and accurate entries to maintain financial integrity.
- Conducted detailed reconciliations of creditor statements, identifying discrepancies and resolving issues to enhance accuracy.
- Collaborated with internal departments to streamline accounts payable processes, improving efficiency and reducing processing time.
Creditors Clerk
Freedom Stationery
10.2006 - 11.2008
- Manage full Creditors function for 3 companies:
- Compiling and processing of supplier invoices.
- Reconciling supplier accounts.
- Sorting price/stock variances and ensuring credits are resolved.
- Payment request vouchers are timorously prepares and submitted.
- Responsible for transporters accounts. Checking load confirmation sheets. Chasing up on overcharges/credits.
- Adjustments followed up, authorised and processed.
- Payments made on pre arranged terms to qualify for settlement discounts.
- Personal reasons
- Trained junior staff on accounting software, fostering skill development and improving team productivity in financial operations.
- Monitored and tracked payment schedules, ensuring compliance with contractual terms and reducing late payment penalties.
- Collaborated with cross-functional teams to streamline accounts payable processes, resulting in improved workflow efficiency.
- Developed strong vendor relationships through consistent communication and timely resolution of payment inquiries, enhancing service levels.
Production Clerk / Customer Care co-ordinator
Simmons SA (Pty) Ltd
02.2004 - 09.2006
- Production Clerk: Issuing of raw materials to completed jobs on the system (inventory).
- Regular updates of bill of material.
- Collecting, sorting and capturing of barcodes onto system with regards to finished goods (end products).
- Customer Care Co-ordinator: Customer liaison and call centre for Simmons.
- Daily maintenance of customer complaints database.
- Attending to customer complaints.
- Receiving of damaged goods, ensuring goods are either replaced or reworked.
- Dispatching.
- Goods returned for credit – sales of second hand products to public.
- Invoicing and order maintenance.
- General office administration.
- Switchboard control.
- Coordinated daily operations by efficiently managing inventory levels, ensuring timely processing of customer orders and requests.
- Streamlined customer service processes by implementing a new ticketing system, enhancing response times and user satisfaction.
- Assisted in the development of training materials for staff, improving onboarding efficiency and staff competence in customer care.
- Monitored production schedules and communicated with teams to ensure alignment with customer delivery timelines and operational objectives.
Multi Skilled Clerk
Techno Lounge (Division of Simmons)
01.2003 - 01.2004
- Reception/Secretary: Switchboard Control.
- Screening of incoming/outgoing calls/messages/correspondence.
- Attending to customers/visitors daily.
- Taking down of minutes, diary management.
- General administration/housekeeping.
- Liaising with Telkom with regards to applying/disconnection/faulty telephone lines.
- Stores/Assistant Buyer: Liaising with suppliers daily – placing orders and follow-ups thereafter.
- Purchasing of raw materials for production.
- Receiving, signing and endorsing of documents relating to deliveries.
- Filing of invoices and delivery notes.
- Wage/ Invoicing: Updating of daily register and submit to factory manager.
- Update employee clocking times on Accsys.
- Calculation of hours and updating leave/loans etc for permanent and casual employees.
- Ensure garnishee payments are deducted.
- Handling of Petty cash. Pay weekly staff.
- Processed data entries efficiently, ensuring accuracy and compliance with established procedures and internal controls.
- Coordinated team activities, improving communication and workflow efficiency across departments for enhanced operational effectiveness.
- Assisted in the development of standardized documentation, streamlining processes and reducing time spent on administrative tasks.
- Managed inventory records meticulously, facilitating timely restocking and minimizing discrepancies during audits.
Data Capturer
Hesto Harnesses
08.1996 - 01.2002
- Collating part nos from various customers such as Toyota, BMW, Mitsubishi, VW etc.
- Liaise with both suppliers local and oversees on a day to day to basis.
- Sourcing of prices quotation purposes.
- Follow ups pertaining to prices, queries and other info requested by engineers and managers.
- Assist engineers with cutting sheets and harness drawings.
- Responsible for maintaining export library.
- General office administration.
- Switchboard control.
- Secretarial duties.
- Accurately entered data into multiple systems, ensuring timely and precise information for operational reporting.
- Monitored data quality, identifying discrepancies and implementing corrective measures to maintain integrity.
- Collaborated with team members to streamline data entry processes, reducing turnaround times and enhancing efficiency.
- Conducted regular audits of data entries, leading to improved compliance with internal quality standards.
Education
Matric - English, Afrikaans, Accounting, Biology, Typing, Geography
01.1995
Skills
MS Excel
MS Word
PowerPoint
SAP
Kerridge
Ability
Sage
MS Outlook
Internet
Syspro
MS Accsys
Investec
My Practice
Elite
Education
1995, Stanger Secondary School, English, Afrikaans, Accounting, Biology, Typing, Geography, MS Excel, MS Word, PowerPoint, Kerridge, Ability, Sage, MS Outlook, Internet, Syspro, MS Accsys, Investec, My Practice
Personal Information
- Date of Birth: 16 February 1978
- Driving License: Code 08
- Marital Status: Married
References
- Engen Refinery, Dhevan Naidoo, Manager, +44 7471 606026
- Pyro-cote (Pty) Ltd, Alpesh Morar, Financial Manager, 079 040 4236
- Dawn Distribution Centre, Nicki Seou, Debtors Supervisor, 082 3374 927
- Plumblink SA, Alex Powney / Mukesh Inerjith, Financial Manager / Supervisor, 074 580 5787 / 084 588 8974
- Freedom Stationery, Champa Daniels, Financial Manager, 032 459 2820
- Simmons SA / Techno Lounge, Frankie Badat / Mohammed, Manager, 031 437 5709
- Hesto Harnesses, Deseree Naidoo, Engineer, 082 072 3592
References
- PSG Wealth (Pty) Ltd, Braam Fouche, Principal, 082 573 6000
- Engen Refinery, Dhevan Naidoo, Manager, +44 7471 606026
- Pyro-cote (Pty) Ltd, Alpesh Morar, Financial Manager, 079 040 4236
- Dawn Distribution Centre, Nicki Seou, Debtors Supervisor, 082 3374 927
- Plumblink SA, Alex Powney / Mukesh Inerjith, Financial Manager / Supervisor, 074 580 5787 / 084 588 8974
- Freedom Stationery, Champa Daniels, Financial Manager, 032 459 2820
- Simmons SA / Techno Lounge, Frankie Badat / Mohammed, Manager, 031 437 5709
Timeline
Wealth Advisor Administrator - PSG Wealth Umhlanga
05.2023 - 06.2025
Document Management / QS Administrator - Engen Refinery
05.2018 - 02.2023
Creditors Clerk - Pyro-cote (Pty) Ltd
11.2016 - 04.2017
Credit Control (Debtors) - Dawn Distribution Centre
08.2014 - 09.2016
National Creditors Clerk - Plumblink (Pty) Ltd
12.2008 - 06.2014
Creditors Clerk - Freedom Stationery
10.2006 - 11.2008
Production Clerk / Customer Care co-ordinator - Simmons SA (Pty) Ltd
02.2004 - 09.2006
Multi Skilled Clerk - Techno Lounge (Division of Simmons)
01.2003 - 01.2004
Data Capturer - Hesto Harnesses
08.1996 - 01.2002
Stanger Secondary School - Matric, English, Afrikaans, Accounting, Biology, Typing, Geography