Maré Denton
Senior Wealth Assistant
Bellville
Summary
Punctuality is very important to me. I am always committed and loyal to my employer. I am proud of my work and always dedicated to go the extra mile to ensure successful operations in the workplace. My work is always of a high standard and completed on time. I am very eager to gain more knowledge to ensure a better future for myself. My specialties lie within administration work and client service. I am very good at handling queries and solving problems. I am skilled in administrative tasks and have the ability to handle pressure well. Given the opportunity, I can definitely make a positive and meaningful contribution to your company.
Overview
16
16
years of professional experience
6018
6018
years of post-secondary education
2
2
Languages
Work History
Senior Wealth Assistant
Efficient Wealth
07.2021 - Current
- Ensure all documentation and information is prepared in accordance with company policies
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
- Handling of retirement claims and transfers with various ensurers
- Assist with the review of clients' Wills in consultation with the Wealth Manager/Advisor
- Make payments on behalf of clients through the Investec corporate saver account
- Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor
- Ensure that client documentation complies with FICA & FAIS legislation
- Recording of client interaction and updating of client records upon completion of the interaction
- Maintain client records and database according to company policies
- Attend to Death Claim processes and documentation
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Assistance with Wealth Special Projects on an ad-hoc basis;
- Actively building relationships with clients via telephone, in person, and via email
- Proactively managing tasks and ensuring that all instructions are attended to in an efficient way
Administrative Assistant
Incresco Wealth Management CC
06.2009 - 06.2021
- Overseeing administration (senior in the office)
- Daily feedback on general queries from clients
- Submission and finalization of all requests
- All preparation for new and existing clients
- Doing all related administration for the retirement process
- Requesting quotations for new business cases, life insurance, disability cover and severe illness as well as guaranteed investments
- Death claims and assisting with the drafting of wills
- Assisting the financial advisor with various preparations
- Portfolio review meetings and advising clients when the senior financial advisor is not available
- 5 years experience working with Discovery Health and, to a lesser extent, with other various medical schemes
Education
RE1 Regulatory Examination - FSPs And Key Individuals in All Categories of FSPs
Moonstone Business School of Excellence
04.2001 - 09.2009
First Level Regulatory Examination - Representatives
Moonstone Business School of Excellence
06-2015
Advanced Certificate - Financial Planning
Millpark Business School
12-2014
Higher Certificate - Financial Planning
Milpark Business School
12-2012
National Senior Certificate -
President High School
Goodwood, Cape Town 01.2025 - 12.2004
Skills
- Clear communication skills
- Confident and friendly manner
- Ability to work under pressure
- Teamwork
- Leadership
- Problem solving
- Initiative
- Clear communication skills
Hobbies
I love spending time with my family and friends, especially to go camping and hiking. I love to cook and bake. I also enjoy reading, crafting and solving Sudoku puzzles.
Awards
- Financial Advisor assistant of the month, December 2014, Ninety One Asset Management
- Financial Advisor assistant of the month, April 2016, Ninety One Asset Management
- Financial Advisor assistant of the month, October 2017, Ninety One Asset Management
References
Carl Büchner from Incresco Wealth Management CC
carl@incresco.co.za
(021) 975 - 1115
Arend De Waal from Efficient Wealth
arend@efw.co.za
(021) 914 - 8030
Timeline
National Senior Certificate -
President High School
01.2025 - 12.2004
Senior Wealth Assistant
Efficient Wealth
07.2021 - Current
Administrative Assistant
Incresco Wealth Management CC
06.2009 - 06.2021
RE1 Regulatory Examination - FSPs And Key Individuals in All Categories of FSPs
Moonstone Business School of Excellence
04.2001 - 09.2009
First Level Regulatory Examination - Representatives
Moonstone Business School of Excellence
Advanced Certificate - Financial Planning
Millpark Business School
Higher Certificate - Financial Planning
Milpark Business School
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