Claudine Naidoo

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.

Summary

Overview

Work History

Wealth Advisor Administrator

Document Management / QS Administrator

Creditors Clerk

Credit Control (Debtors)

National Creditors Clerk

Creditors Clerk

Production Clerk / Customer Care co-ordinator

Multi Skilled Clerk

Data Capturer

Education

Matric - English, Afrikaans, Accounting, Biology, Typing, Geography

Skills

Education

Personal Information

References

References

Timeline

Similar Profiles

Buhle MatyobeniBuhle Matyobeni

Manani MotaungManani Motaung

RELEBOHILE MOTAUNGRELEBOHILE MOTAUNG

Jake KeenerJake Keener

Kelley MorrisKelley Morris