I have a keen interest in organizing events, developments and documentation of organizational policies
Gail Williams
Administration And Client Services
Brackenfell,WC
Summary
Talented goal driven individual with excellent marketing, customer service and facility oversight skills from years of experience. Highly effective and comfortable working with people at all levels in an organization and always looking forward to learn.
Overview
23
23
years of professional experience
4
4
Languages
Work History
Crèche Owner, and Transportation Industry.
Self-employed
01.2019 - 12.2024
- Successfully managed all aspects of a thriving creche business, including financial management, staff supervision, curriculum development, and regulatory compliance.
- Implemented effective marketing strategies resulting in increased enrollment and positive community engagement.
- Maintained a safe and nurturing environment for children while fostering strong relationships with parents and staff.
- Continuously improved operations through ongoing professional development and feedback-driven initiatives.
H/R Payroll Administrator / Sales Coordinator (Contracting)
Improve Business and Old Mutual
01.2015 - 12.2018
- Consult with role player such as the internal and external adjudicators on specific client queries.
- Suggesting solutions to meet the clients/intermediaries regarding product, work processes and procedures used by Glacier.
- Walk in dealing with clients who needs consulting on the portfolios.
- Provide investment and product information to IFA’S ad investors
- Ensure that the highest level of client service is provided to all clients (internal,IFA’S and investors)
- Ensure taht all communication mediums contains comprehensive first time solutions problems.
- Written/telephonic correspondence to clients/Intermediaries (telephone, faxes, emails) involve in adhoc client services projects.
Investor Services Admin
Maitland Fund Services
03.2009 - 09.2011
- Responsible for the processing of all daily clients insactions/instructions received via workflow;
- Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines;
- Responsible for ensuring that FICA requirements are complied with (where relevant);
- Responsible for confirming receipt of instructions with clients via email & telephonically;
- Responsible for ensuring all incoming work is captured within required turnaround times and before relevent cut offs;
- Responsible for attending queries from clients, CRM’s, IFA’a internal customers and responding to queries timeously and diligently;
- Shareholder Record-keeping
- Preparation of investment statements, distributions and other activity for the owners of units in a fund
- Amendments to existing static date (investors, brokers, employers)
- Required to liaise with clients/brokers regarding the correct implementation of instructions
- Monitoring of all new investors for compliance with KYC statutory requirements in terms of FICA
- Setting up & ensuring checklist and standards are adhered to
- Upload of daily prices
Customer Service Centre
Allangray
03.2004 - 08.2006
- Servicing clients and liaising with various departments to ensure optimal performance
- Compiling departmental documentation
- Processing investments on both local and offshore markets
- Dealing with unit trust investments
- Fron office consulting
- Preparing statements and sending fund fact sheets to clients
- Attending to incoming calls with client's queries
- Updating clients
Reception/ New Business Assistant/ Account Support Officer
STANDARD BANK Ltd
03.2002 - 08.2004
- Opening Accounts, Maintaining and closing them
- Obtaining mandates for all accounts, where required and ensuring that they are correctly completed and conform to legal standards
- Ensuring timeous processing and capturing of investment rollovers and all administrative work associated with this;
- Selling bank’s products to clients
- Liaise with internal and external clients of the bank.
Education
National Diploma - Human Resource management
Varsity Collage
Rondebosch, Cape Town01.2006
National Diploma - Public Management
University of Technology
Cape Town01.2001
Skills
Ms Excel, Word and PowerPoint
Presentation Skills
Web Research Skills
Workflow Software (Advanced)
Spread sheets
Finstream / Finswitch
Silica
Siebel
Oracle
Solid
Finance
Asset Management
References
- Keith, Goute, Manager, 021 9818095, Old Mutual
- Dumza Ntlokwama, 083 259 3881, Standard bank Ltd
- Mr Abdul, Laattoe, Team Leader, 021 415 2300, Allan Gray
- Judy, Johnson, Human Resource, 021 917 9000, Human Resource
Interests
EDUCATIONAL AND FORMAL TRAINING
- 2010 NQF LEVEL 4
- CIS Administration
- Retirement Funds
- Financial Planning
- Financial Services Environment
- Personal Finance
Timeline
Crèche Owner, and Transportation Industry.
Self-employed
01.2019 - 12.2024
H/R Payroll Administrator / Sales Coordinator (Contracting)
Improve Business and Old Mutual
01.2015 - 12.2018
Investor Services Admin
Maitland Fund Services
03.2009 - 09.2011
Customer Service Centre
Allangray
03.2004 - 08.2006
Reception/ New Business Assistant/ Account Support Officer
STANDARD BANK Ltd
03.2002 - 08.2004
National Diploma - Public Management
University of Technology
National Diploma - Human Resource management
Varsity Collage