Jill Leslé Andrews
Assistant Broker Consultant - Estate And Wills Administration
Cape Town
Summary
I am a highly skilled administrator within the legal profession as well as clerical administrative duties and functions in general. I have worked in secretarial & administrative roles for the past 15 years. I have recently obtained a Bachelor of Arts degree in Public Governance and Policing practice from the North West University (Cum Laude). I have good communication skills and have obtained a TEFL certificate to teach English as a foreign language, therefore I am a confident public speaker. I am a confident enthusiastic and creative person who is motivated positively. I work well in a team as well as on my own using initiative, whilst being able to delegate responsibilities where necessary to get the job done. I possess strong leadership attributes where necessary. I have extensive knowledge of conflict management practices and guiding aspects thereof for management within an organisation. My knowledge acquired from my Degree makes me competent in the following Public & Private Administration spheres:-
Overview
1
1
Language
1
1
Certification
16
16
years of professional experience
Work History
Assistant Broker Consultant
Capital Legacy & Sanlam Legacy
11.2024 - Current
- Managed client relationships, ensuring optimal service delivery and satisfaction.
- Will drafting on an inhouse platform, across the following platforms within Capital Legacy :- Sanlam and Liberty. This included custom Wills in both Afrikaans and English
- Premium enquiries - lapsed premiums and reinstatement processes
- Updating client information
- Broker transfers and Plan changes
- Quotes and policy application loading
- Complete and full understanding of the Fiduciary business within Capital Legacy - Estate administration from client onboarding to master reporting.
- Developed strong relationships with clients through proactive communication, fostering trust and loyalty over time.
- Assisted brokers with managing client portfolios, ensuring proper diversification and risk management.
- Provided excellent customer service while handling inquiries about account balances, trade executions, or related paperwork issues.
Estate Consultant Assistant
Capital Legacy
03.2023 - Current
- Full Estate Administration
- Client Intake Meeting Preparation
- Onboarding of new client information
- Master of the High Court reporting
- Collating of all required Estate documents for the Master
- Certifying of Original documents
- Obtaining divorce orders
- Lodging Liquidation & distribution accounts at Magistrate Courts
- Section 29 adverts in the Business Day & Government Gazette (Nationwide)
- Management of Company Driver – Schedules
- Diary Management for Estate Consultant Team
- Assisting in Management Reporting
Legal secretary
Lester & Associates Attorneys
05.2015 - 02.2022
- All court documents and correspondence
- Diary management for clients
- Diary management for Associates and experts
- Collating information for claim processes
- Liaising with hospitals and SAPS for documents
- All office stationery purchasing together with consumables
- Managing of frontline area
- Dealing with walk in clients
- Court file uplifting
- Letters and documents
- Drawing up and preparing Summons
- Making appointments for client’s (medico legal)
- Investigating matters
- All personal admin for owner
- Able to manage travel diaries of associates, (inclusive of flight bookings and airport transfers)
- Event management and planning – invitation management and overall co-ordination a strong point
- Office management
- Social media – updating, whatsapp group co-ordination, website updating
Credit Controller / General Administrator
David Green Eyewear
03.2013 - 05.2015
- Marketing - Website Full Maintenance, as in updating and loading of new customers and updating of current customers
- Cropping and compressing of images for use on the website. (High Resolution Images)
- Range updates – Price lists, for retailers, and internal sales reps
- Social media updating for all media related functioning
- Liaising with Public Relations for PR organization
- Competition organization and internal dealing with the stock and data for these competitions
- Contacting the winner and updating the social media sites with this information
- Updating of the customer database – with new details
- Monthly e-mailer of current and upcoming new releases of products
- Creditors – Main function in Pastel Accounting, pass and action all credits
- Batching and detailing all the credit notes received
- Maintenance of stock levels, within the warehouse and with reps
- Weekly reports of reps – checking and dealing with eminent problems before they arise
- Transferring of all stock
- Promotion follow up with database customers
- Monthly stock takes of all stock
- Answering the telephone
Sales Controller within Sales Department
Second Skins Manufacturing (Pty) Ltd
05.2010 - 02.2013
- Daily administrative duties
- Sales related to new products as well as existing products
- Customer services
- Dealing with MTO Custom made garments
- Fabric knowledge relating to sales
- Processing of Spread sheets
- Processing orders
- Invoicing of orders
- Detailed enquiry analysis
- Price Changes of ranges
- Updating of full company pricelist
- Follow up of correspondence (Internally and Externally)
- Liaising with all directors
Education
TEFL Teach English as a foreign language certificate -
TEFL – Professional Institute
Bachelor of Arts - Public Governance and Policing Practice
North West University
01-2022
Grade 12 (2000) - Matriculation Exemption - undefined
Sans Souci Girls High school
01-2000
Skills
Project Management
Public Financial Management Act – Budgeting, Reporting, and monitoring
Local & Provincial – Legislation & Policy procedures & implementation
Monitoring & Evaluation
Affiliations
Students’ Representative Council: SRC Distance Students’ Officer for the term 2021/2022
Certification
Teaching English as a Foreign Language Course (120 Hours) is presented as a Distinction to JILL LESLE ANDREWS for the successful completion of TEFL course at TEFL Professional Institute - Teacher Record
Interests
Reading, Socialising, Dancing and the outdoors
Personal Details
- Gender: Female
- Nationality: South African
- Driver’s License: Code 08
- Health: Excellent
- Marital Status: Married
- Career Aspirations: To be employed in a public or private organisation where I am able to utilise my degree for the organisations benefit.
Timeline
Assistant Broker Consultant
Capital Legacy & Sanlam Legacy
11.2024 - Current
Estate Consultant Assistant
Capital Legacy
03.2023 - Current
Legal secretary
Lester & Associates Attorneys
05.2015 - 02.2022
Credit Controller / General Administrator
David Green Eyewear
03.2013 - 05.2015
Sales Controller within Sales Department
Second Skins Manufacturing (Pty) Ltd
05.2010 - 02.2013
Grade 12 (2000) - Matriculation Exemption - undefined
Sans Souci Girls High school
Bachelor of Arts - Public Governance and Policing Practice
North West University
TEFL Teach English as a foreign language certificate -
TEFL – Professional Institute