Dane van Tonder

• As an administrative clerk my responsibilities include financial transactions and record-keeping.
• Key duties include maintaining records, managing correspondence and assisting the financial advisor with admin.
• Dealing with financial companies like Ninety One, Ci collectives, Old Mutual, Discovery, BrightRock and Allan Gray. This also includes working on their platforms.
• Checking and sending monthly statements to clients.
• Scanning and uploading instructions onto the system.
• Filing instructions and monthly statements.
• Assisting clients with the necessary documentation for an instruction. Example: Preparing documentation and sending it via Quickly Sign for the client to sign digitally.

• Managed documents and filing them.
• Updated databases regularly for accurate employee records.
• Maintained clean and organised office environment through routine tidying tasks.
• Ordering and checking of stock.
• Dealing with companies like Husqvarna, Mospare, Lawnstar ,etc.
• Assisting clients with quotations and invoices.
• Cashing up the till at the end of the day.

Providing good customer services.

• My responsibilities include:
• Answering all incoming calls.
• Checking emails.
• Admin duties, filing invoices, etc.
• Ensuring that the reception area is tidy and clutter free.
• Monitoring stock and reordering when required.

• Working within a reception environment providing a telephone answering, admin and reception service as well as welcoming clients and providing hospitality towards clients.
• Answer all incoming calls.
• Check emails.
• Ensuring that the reception area is tidy and clutter free.
• Monitor stock and reordering when required.
• Capturing stock on the system.
• Managing the petty cash and ensuring that all products have prices.

• Checking stock from the suppliers.
• Taking stock out of GRV and packing it neatly on the shelves.
• Helping customers on the floor.
• Assisting with displays.
• Prepacking stock.
• General administration duties, filing, etc.
• Ordering stationary for the office.
• Assisting customers with prices.
• Merchandise the products in a way that it interests the customers.