Summary
Overview
Work History
Education
Skills
References
Work Availability
Timeline
Generic
LERATO PATRICIA SEFATSA

LERATO PATRICIA SEFATSA

Administrator
North Riding

Summary

Highly organized and resourceful administrative professional with 10+ years of experience in portfolio administration, client service, and support work. Proven ability to manage complex administrative tasks, streamline office operations, and build strong client relationships. Thrives in fast-paced environments and consistently delivers high-quality, results-oriented service.


Overview

22
22
years of professional experience
2025
2025
years of post-secondary education

Work History

Portfolio Administrator (Remote)

Qantam Risk Assessment
07.2011 - Current
  • Administrative support to portfolio managers and clients, ensuring accuracy and efficiency across all processes.
  • Maintain, capture and update client account data daily, perform control checks, and ensure reports are 100% accurate and submitted on time.
  • Act as a key liaison between clients, surveyors, brokers, and insurers—ensuring seamless communication and timely delivery of reports.
  • Manage client correspondence with urgency and professionalism; compile and submit comprehensive daily logs and month-end reports.
  • Proactively track and process all incoming work within strict turnaround times and cut-off deadlines.
  • Resolve client queries and complaints promptly, ensuring clear communication and client satisfaction.
  • Accurately register open orders and assign them appropriately to internal teams.
  • Research and provide up-to-date replacement values for clients’ household contents.
  • Oversee communication between internal teams, back office, and insurers to ensure smooth operations.
  • Successfully transitioned to and maintained full productivity in a remote work environment, ensuring consistent service delivery and communication with clients and team members.
  • Resolved complex client inquiries regarding account transactions or holdings promptly and professionally, maintaining high levels of customer satisfaction.

Filing clerk, data capturing & receptionist

FNB Private Clients
09.2010 - 04.2011
  • Updating client information, loading data on the system (metro filing system)
  • Handling file requests and storing files
  • Managing reception
  • Welcoming clients and operating the switchboard

Various assignments

UTI MOUNTIES and Jones Wagener Engineering & Environmental consultants
03.2010 - 09.2010
  • These were short assignments mainly doing admin work and mending the reception area.
  • Worked well in a team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Worked effectively in fast-paced environments.
  • Learned and adapted quickly to new technology and software applications.

Support worker- Project worker

Versa-Care
01.2008 - 01.2009
  • Safeguarded client well-being by monitoring health conditions, administering medications, and reporting any changes to appropriate medical professionals.
  • Helped clients manage and reach individual goals, supporting independent progression and social skills.
  • Enhanced the quality of care for clients by providing personalized support and assistance with daily living activities.
  • Promoted independence among clients through skill-building exercises and goal-setting initiatives.

Support Worker /Project Worker

Aldwyck Housing Association
01.2006 - 11.2007
  • Enhanced the quality of care for clients by providing personalized support and assistance with daily living activities.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Safeguarded client well-being by monitoring health conditions, administering medications, and reporting any changes to appropriate medical professionals.
  • Involved in dealing with issues regarding individual clients’ long-term care, contact with external agencies involved in reviews and planning meetings as required by the manager.
  • Helped clients manage and reach individual goals, supporting independent progression and social skills.

Switchboard operator/call centre consultant

Finrite Insurance Administrators
07.2003 - 06.2004
  • Answering up to 250 calls a day.
  • Working on vision computer system-credit life, Edgars, united, use of e-mail, receiving faxes electronically.
  • Administrative duties loading mobile insurance certificate
  • Handling customer complaints, data capturing and organizing files.
  • Providing the highest level of customer service

Education

Coding Certificates -

SheCodes

Proficiency Certificate - Public Relations & Marketing

Birnam Business College

Senior Certificate - Matric

William Hills Secondary School

Skills

Skilled in Microsoft Office tools

References

Vusi, Moyo, vusi@qantam.co.za, 011 568 7717, 073 343 3311, Qantam Risk Assessment

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Portfolio Administrator (Remote)

Qantam Risk Assessment
07.2011 - Current

Filing clerk, data capturing & receptionist

FNB Private Clients
09.2010 - 04.2011

Various assignments

UTI MOUNTIES and Jones Wagener Engineering & Environmental consultants
03.2010 - 09.2010

Support worker- Project worker

Versa-Care
01.2008 - 01.2009

Support Worker /Project Worker

Aldwyck Housing Association
01.2006 - 11.2007

Switchboard operator/call centre consultant

Finrite Insurance Administrators
07.2003 - 06.2004

Proficiency Certificate - Public Relations & Marketing

Birnam Business College

Senior Certificate - Matric

William Hills Secondary School

Coding Certificates -

SheCodes
LERATO PATRICIA SEFATSAAdministrator