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
Code implementation
Detail-oriented approach
Clear and concise report drafting
Effective written communication
Adaptability and flexibility
Portfolio management
Due diligence
Client relationship management
Competitive pricing evaluation
Collaborative teamwork
Effective problem resolution
Proficient in managing multiple tasks
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