Jacomi Van Heerden
Investment Team Assistant
Durbanville
Summary
Throughout my career, I have successfully implemented numerous processes and contributed to various projects, including the development and implementation of a new distribution division, where I was responsible for all operational processes. I am dedicated to inspiring team members and staff to reach their full potential and strive for continuous improvement. I believe in leading by example and fostering a culture of respect and celebration of achievements, regardless of their size.
My focus has always been on enhancing systems and processes for the overall betterment of the company. I recognize that even small changes can create significant positive ripple effects. I am committed to taking action, delivering results, and making a meaningful impact in every endeavor. Accountability for my actions and decisions is a core value I uphold. I set ambitious goals and am relentless in achieving them, both personally and professionally. I am a strong advocate for lifelong learning and actively seek opportunities to acquire new skills and knowledge, whether through mentorship, project involvement, or formal education.
Overview
22
22
years of professional experience
18
18
years of post-secondary education
Work History
Investment Team Assistant
RisCura Invest (Pty.) Ltd.
06.2023 - Current
- Facilitated successful meetings by preparing agendas, recording minutes, and following up on action items.
- Provided exceptional administrative support to senior leaders, enabling them to focus on strategic decisions.
- Streamlined team communication by implementing efficient scheduling and task management systems.
- Coordinated complex calendar management for executives, ensuring optimal time allocation for critical tasks.
- Optimized office workflows by identifying inefficiencies and proposing viable solutions for improvement.
- Improved office efficiency with the implementation of digital filing systems and document templates.
- Supported project completion by coordinating tasks, resources, and deadlines among team members.
Administrative and Operational Specialist
Discovery Limited
1 2008 - 5 2023
- Responsible for front line operations
- Coordinating and managing numerous small and large-scale corporate roadshows, conferences, webinars, meetings, and events.
- Managing of IFA operational queries and complaint resolution
- Training and upskill of Independent Financial Advisor admin staff
- Implement SOPs - straight through processing and ensuring adherence thereof
- Leading, mentoring, and managing of reporting staff
- Perform Bi-Weekly feedback meetings with the Sales Team to ensure that all Operational requirements are met and get feedback from Sales Managers on burning issues and urgent requirements
- Promoting teamwork to ensure optimal organizational output.
Business Consultant
Momentum
08.2004 - 04.2007
- Marketing Momentum to Nedcor and Independent Brokers
- Maintaining and development of Broker relationships
- Constant training and updating of Brokers' knowledge of new products and changes within Momentum
- Handling of queries
- After sale service.
Legal Assistant
Mutual and Federal Short Term Insurance
01.2003 - 05.2004
- Dictaphone Typing
- Lease with outside attorneys and other branches
- Handling of new matters and registration of same
- Travel arrangements
- Compiling month end/quarter end and year end reports
- Handing of queries
- Typing of confidential reports or attorneys
- Diary management
- Screening of calls and telephone management
- Handling of emails and incoming mail
- Liaising with both management and other employees.
Education
Certificate: Event Management - Event Management
Damelin Correspondence College
Correspondence College 01.2014 - 04.2016
National Certificate: Business Administration And Management - Business Management
Springs College
Springs, Gauteng 01.1998 - 05.2013
Skills
Operational Planning
Event Coordination
Document Management
SOP Adherence
Multitasking Abilities
Project Coordination
Meeting planning
Travel Arrangements
Problem-Solving
Quality Improvement
Compliance
Problem-solving aptitude
Adaptability and Flexibility
Effective Communication
Timeline
Investment Team Assistant
RisCura Invest (Pty.) Ltd.
06.2023 - Current
Certificate: Event Management - Event Management
Damelin Correspondence College
01.2014 - 04.2016
Business Consultant
Momentum
08.2004 - 04.2007
Legal Assistant
Mutual and Federal Short Term Insurance
01.2003 - 05.2004
National Certificate: Business Administration And Management - Business Management
Springs College
01.1998 - 05.2013
Administrative and Operational Specialist
Discovery Limited
1 2008 - 5 2023
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