Elisha Botma (nee Botes)
Broker Administrator
Alberton
Summary
My qualities
I am a confident, hardworking, and organized individual who believe in follow through and having a sense of urgency whilst remaining calm when it comes to co-originating multiple tasks. I can handle pressure very well and enjoy working with people. I enjoy a position where there is responsibility and variety; as well as an opportunity to grow. I have a positive, friendly attitude and is committed to client service excellence. Able to manage a first-hand role and work well under pressure, work fast without compromising quality of output. I can engage at all levels of seniority. I look forward meeting with you in an interview and trust you will be able to give me an opportunity to prove myself professionally.
Overview
25
25
years of professional experience
2
2
Languages
Work History
Broker Assistant and Full Financial Assist Specialist (Administrator)
JBL Wealth Management
03.2017 - 05.2025
- Client services / Problem solving.
- New Business administration
- Investments - Local & Offshore
- Retirement Ann, Endowments and Flexible Investments
- Unit Trust
- Preservation Funds
- Living Annuities
- Maturity Claims / Retirement Claims
- Transfers (Sec 14 and renewals, Sec 37, TFSA, Unit transfers, etc..)
- Switches - Local
- Switches - Global
- Office maintenance (IT, Telephones, Building etc.)
- Redemptions and Surrenders
- Wills and trusts
- Assisting with company seminars and functions
- Income changes and loading of new incomes.
- Quarterly fee audit
- Training of inexperienced staff members
- General administrations
- Reason for leaving - Contract ended.
- Reference: Tony Lochner 0826525225
Personal Financial Adviser
Old Mutual Insurance Company
Alberton
06.2014 - 12.2016
- Client services, problem solving.
- Planning of diary and appointments
- Marketing, new business and reaching targets.
- Risk, Investments, Unit Trust
- Life Products, Retirement Annuities, Investments and Savings
- Compulsory & Voluntary Annuities, Preservation Funds etc.
- Last Will & Testament
- New business administration
- Data capturing
- Reason for leaving - Permanent salary based as Old Mutual is commission based only.
- Reference: Pieter Koen - 011 861 3350
Personal Assistant to Managing Director, Accounts and Office Manager
Redruth Thatching
Alberton
02.2005 - 04.2014
- Personal Assistant to Managing Director and other Directors.
- Manage personal matters as and when required.
- Travel Arrangements
- Screening calls
- Client services / problem solving.
- Planning of diary and daily appointments / adhoc duties
- Assisting high profile clients with queries, reports, and monthly schedules
- Prepared documentation or reports for appointments.
- Record keeping / Data capturing.
- Daily typing (Client letters etc)
- Quotes / Invoices
- Debtors and Creditors (full function)
- Wages and HR
- Cashbook
- Internal sales
- Handling of confidential employer & employee matters & letters as well as disciplinary hearings
- Full bank reconciliation
- Vat to trial balance
- Stock control and ordering of short stock.
- Prepare commission reports for sales consultant.
- Scheduling and booking the teams jobs.
- Reason for leaving - better salary and fringe benefits.
- Reference: Lana De Jager - 011 907 3288
Reception, Accounts and Office Manager
Vasgo Engineering
Alrode South
01.2000 - 01.2005
- Personal Assistant to Managing Director and other Directors.
- Manage personal matters as and when required.
- Travel Arrangements
- Screening calls
- Client services / problem solving.
- Assisting high profile clients with queries, reports, and monthly schedules
- Prepared documentation or reports for appointments.
- Record keeping / Data capturing.
- Daily typing (Client letters etc)
- Quotes / Invoices
- Debtors and Creditors (full function)
- Wages and HR
- Cashbook
- Internal sales
- Full bank reconciliation
- Vat to trial balance
- Stock control and ordering of short stock.
- Reason for leaving: Due to company's financial position, salary could not be paid.
- Reference: Matie Coetzee 011 900 4108
Education
No Degree - RE5 - Writing 24th of June
Moonstome
Johannesburg 04.2001 - 01.1999
Skills
- Windows office (Word, Excel, PowerPoint, Internet, Outlook)
- Floorplan 3D
- QuickBooks
- Pastel
- AtWork
- Elite Wealth 3
Quickly-sign
Full Names
Elisha
Personal Information
- ID Number: 8108260083087
- Age: 44
- Number of Children: Two (aged 8 & 12)
- Health Status: Good
- Date of Birth: 08/26/81
- Gender: Female
- Driving License: 08 (own transport)
- Marital Status: Single
Timeline
Broker Assistant and Full Financial Assist Specialist (Administrator)
JBL Wealth Management
03.2017 - 05.2025
Personal Financial Adviser
Old Mutual Insurance Company
06.2014 - 12.2016
Personal Assistant to Managing Director, Accounts and Office Manager
Redruth Thatching
02.2005 - 04.2014
No Degree - RE5 - Writing 24th of June
Moonstome
04.2001 - 01.1999
Reception, Accounts and Office Manager
Vasgo Engineering
01.2000 - 01.2005
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