Lucreshia Pietersen
Administrative Assistant
37 Aster Avenue Railton Swellendam
Summary
Community worker and ward committee member with extensive experience in local government and civic administration. Expertise in community-led development and managing stakeholder relationships, ensuring effective resolution of service delivery issues. Strong attention to detail in maintaining compliance records and enhancing operational efficiency. Proven ability to coordinate projects, ensuring timely completion and adherence to scope while fostering team collaboration.
Overview
2
2
Languages
31
31
years of professional experience
Work History
Financial Adviser
Old Mutual
04.2021 - 09.2023
- Provided comprehensive financial advice to clients, tailored to their individual needs and goals.
- Managed and maintained client financial records with high accuracy and confidentiality.
- Developed personalised investment and savings plans to enhance clients' financial security.
- Ensured compliance with financial regulations and company policies in all client interactions.
- Coordinated the preparation and organisation of financial documents to support client consultations and advisory sessions.
- Assisted in the scheduling and arrangement of client meetings, ensuring efficient time management and communication.
Administrative clerk
South African Police Service
12.2002 - 04.2016
- Provided comprehensive clerical support including data entry, document preparation and correspondence management.
- Organised and maintained accurate filing systems to ensure efficient retrieval of documents and information.
- Managed incoming and outgoing communications, including handling telephone calls, emails, and post in a professional manner.
- Assisted in the preparation of reports, presentations, and financial documents to support administrative operations.
- Ensured compliance with organisational policies and procedures, maintaining confidentiality and data integrity at all times.
- Maintained office supplies inventory and placed orders to prevent shortages and support smooth office operations.
- Supported the implementation of administrative procedures to improve workflow efficiency and reduce processing times.
Manager
Nor Video
05.1999 - 11.2002
- Coordinated daily operations, ensuring smooth functionality.
- Managed and mentored staff to enhance team productivity and ensure efficient business operations.
- Organised and maintained office resources.
- Liaised with external clients and suppliers.
Library assistant
Swellendam Municipality
12.1992 - 05.1998
- Assisted library patrons in locating and borrowing books, ensuring a positive and efficient user experience.
- Organised and maintained library resources, including cataloguing new acquisitions and shelving returned items accurately.
- Managed the library's digital database, updating records and assisting with electronic resource access.
- Provided administrative support by preparing reports on library usage and managing membership records.
- Coordinated and supported library events and educational programmes to promote community engagement.
- Handled enquiries and correspondence promptly, maintaining professional communication with visitors and suppliers.
- Maintained and monitored library inventory, ensuring the availability and condition of resources.
Education
Matric - undefined
Swellendam Secondary School
SwellendamClass of Business Investments -
Milpark Education
Cape Town Class of Business Longterm Insurance -
Milpark Education
Cape Town Skills
Communication effectiveness
Analytical thinking
Detail orientation
Strategic planning capabilities
Administrative skills
Microsoft Office proficiency
Problem-solving expertise
Ability to multitask
Written and verbal communication
Organizational proficiency
Client relationship management
Building relationships
Interpersonal effectiveness
References
- Gladwyn, Lindemann, PFA, GLindemann@oldmutual.com, 0834875101, Old Mutual, Hermanus
- Francois, Du Rand, Mayor, mayor@swellenmun.co.za, +27820817942, Swellendam Municipality, Swellendam
- Elton, Green, 0832869139, South African Police Service, Swellendam
Interests
Reading, Travelling, Cooking, Volunteering, Writing, Board games
Accomplishments
- Maintained client financial records with 100% accuracy and confidentiality, ensuring compliance with industry regulations.
- Developed and managed personalised investment and savings plans that improved clients' financial security.
- Provided tailored financial advice to over 100 clients, resulting in an increase in client satisfaction and retention.
- Streamlined administrative processes, reducing document retrieval time through improved filing systems.
- Managed office communications and inventory, contributing to the improvement in overall administrative workflow efficiency.
- Ensured strict adherence to financial regulations and company policies, resulting in zero compliance issues during tenure.
- Provided comprehensive clerical support, including data entry and correspondence management, ensuring timely and accurate administrative operations.
- Supported compliance monitoring by regularly reviewing data accuracy and confidentiality, reinforcing organisational standards.
- Managed office supplies inventory proactively, ensuring uninterrupted administrative operations.
- Trained and mentored junior staff members, improving team productivity and knowledge retention within the office.
Courses
- Customer service May 2003
- Equity in the workplace Oct 1996
- OPAM (Operational Planning and Monitoring)
- BI (Business Intelligence)
- Class of Business investment planning
- Longterm Investments
- Retirement Planning
- FAIS
- Market Conduct
- POPIA
- Treating Customers Fairly
- Anti Money Laundering
Affiliations
Ward committee members
ECD School Trustee
Soupkitchen coordinator
Community group creator and facilitator
Timeline
Financial Adviser
Old Mutual
04.2021 - 09.2023
Administrative clerk
South African Police Service
12.2002 - 04.2016
Manager
Nor Video
05.1999 - 11.2002
Library assistant
Swellendam Municipality
12.1992 - 05.1998
Matric - undefined
Swellendam Secondary School
Class of Business Investments -
Milpark Education
Class of Business Longterm Insurance -
Milpark Education