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
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