Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matshediso Leeuw

Remote Virtual Administrative Clerk
Johannesburg

Summary

I am a versatile and detail-oriented professional with a strong background in finance, administration, and customer service. I hold a Diploma in Accounting and Financial Computing, and I’ve recently earned certifications in Virtual Assistance and Professional Foundations through ALX. I’m currently expanding my technical skill set by studying Data Analytics, also with ALX, to stay competitive in today’s digital economy.


In my current role as a Virtual Administrative Clerk at Nexgen Financial Services, I apply my skills in a fully remote environment to manage financial records, handle invoicing, and support operational efficiency. I bring over five years of experience across financial services, training, and administrative support, and I’m known for being adaptable, proactive, and results-driven.


I’m passionate about using technology to streamline processes and deliver exceptional service, and I’m eager to contribute to a forward-thinking team where I can continue to grow and make a meaningful impact.

Overview

11
11
years of professional experience
5
5
Certifications

Work History

Virtual Administrative Clerk

NexGen Financial Services
01.2024 - Current
  • Provided remote administrative support including data entry, document management, and calendar coordination.
  • Managed email correspondence and scheduled virtual meetings..
  • Maintained digital filing systems and ensured accurate record-keeping.
  • Prepared reports, presentations, and internal communications.
  • Conducted online research and compiled data for decision-making support.
  • Processed and reconciled invoices, credit notes, and payments.
  • Monitored accounts receivable and followed up on outstanding payments.
  • Maintained accurate records of customer and supplier accounts.
  • Assisted with monthly reconciliations and financial reporting.
  • Liaised with clients and vendors to resolve billing and payment queries.

Financial Advisor

Telesure Investment Holdings
01.2023 - 12.2023
  • Conducted comprehensive financial needs analysis to assess client goals, risk tolerance, and investment preferences.
  • Developed and implemented customized financial plans, including retirement, investment, tax, and estate strategies.
  • Advised clients on a range of financial products including mutual funds, annuities, insurance, and retirement accounts.
  • Monitored client portfolios and provided regular performance updates and rebalancing recommendations.
  • Ensured compliance with financial regulations and maintained accurate documentation for audits and reporting.
  • Built and maintained long-term client relationships through regular reviews and proactive communication.
  • Collaborated with tax professionals and legal advisors to support holistic financial planning.
  • Utilized CRM systems and financial planning software to manage client data and track progress.

Administrative Clerk

Accounting Blueprint
08.2018 - 12.2019
  • Provided administrative support to accountants and auditors by preparing, organizing, and maintaining financial documents.
  • Managed client files, processed invoices, and ensured accurate data entry into accounting systems.
  • Scheduled meetings, coordinated calendars, and handled internal and external correspondence.
  • Assisted with the preparation of financial reports, tax documents, and audit files.
  • Maintained confidentiality of sensitive financial information and adhered to compliance standards.
  • Performed general office duties including filing, scanning, photocopying, and ordering office supplies.
  • Liaised with clients to collect documentation and respond to basic account-related queries.
  • Utilized accounting software (e.g., Pastel, QuickBooks, Sage) and Microsoft Office Suite for daily tasks.

Booking Clerk

Hyundai Motors
11.2017 - 07.2018
  • Scheduled and coordinated vehicle service appointments via phone, email, and online booking systems.
  • Acted as the first point of contact for customers, providing information on service offerings, pricing, and availability.
  • Maintained accurate service calendars and ensured optimal technician scheduling to maximize efficiency.
  • Verified customer and vehicle information, recorded service requests, and updated job cards in the dealership management system.
  • Followed up with customers regarding service reminders, appointment confirmations, and post-service satisfaction.
  • Collaborated with service advisors and workshop staff to ensure smooth workflow and timely service delivery.
  • Handled customer inquiries and resolved booking-related issues in a professional and timely manner.
  • Utilized dealership software (e.g., CDK, Automate) and Microsoft Office tools for daily operations.

Claims Administrator

Santam
02.2016 - 07.2016
  • Registered and processed insurance claims within agreed service level agreements (SLAs).
  • Verified policy coverage and ensured claims were registered under the correct policy section.
  • Liaised with brokers, clients, assessors, and internal departments to facilitate smooth claims resolution.
  • Managed a portfolio of claims, including diary management, document filing, and correspondence updates.
  • Processed payment requests, updated reserves, and ensured accurate data entry in the claims system.
  • Drafted settlement agreements and appointed assessors/investigators as per instructions from Claims Specialists.
  • Monitored service levels and escalated issues in line with internal protocols.
  • Ensured compliance with internal processes, regulatory requirements, and documentation standards.
  • Responded to client and broker queries, resolving issues within scope of authority.
  • Performed general administrative duties including archiving, document management, and system updates.

Sales Agent

IMasFinance
10.2014 - 01.2016
  • Promoted and sold financial products including life insurance, credit solutions, and savings plans to clients in the retail mass market.
  • Built and maintained strong client relationships through consistent follow-ups and personalized financial advice.
  • Conducted needs analysis to match clients with appropriate financial solutions aligned with their goals.
  • Generated leads through networking, referrals, and outreach within designated corporate partnerships.
  • Ensured compliance with FAIS and FICA regulations in all sales and client interactions.
  • Maintained accurate records of client interactions, applications, and sales activities using CRM systems.
  • Participated in ongoing financial wellness training and product knowledge sessions.
  • Collaborated with internal support teams to ensure smooth onboarding and servicing of clients.

Education

Diploma - Accounting And Finance

The Independent Institute of Education
Pretoria
04.2001 -

High School Diploma -

Hoerskool Die Adelaar
Johannesburg, South Africa
04.2001 -

Skills

  • Remote communication and collaboration
  • Proficiency in Microsoft Excel, accounting software (eg, Sage, QuickBooks), and Google Workspace
  • Time management and multitasking
  • Confidentiality and attention to detail
  • Proficiency in digital tools and cloud-based systems
  • Customer service & communication
  • Appointment scheduling & coordination
  • Microsoft Office Suite (Excel, Outlook, Word)
  • Attention to detail & problem-solving
  • Regulatory compliance (FAIS, FICA)
  • CRM systems & digital sales tools
  • Communication & negotiation

Certification

Professional Development Skills for the Digital Age, alx

Timeline

Professional Development Skills for the Digital Age, alx

04-2025

Virtual Assistance in the Digital Age

11-2024

Virtual Administrative Clerk

NexGen Financial Services
01.2024 - Current

Financial Advisor

Telesure Investment Holdings
01.2023 - 12.2023

Class of Business (Long Term Insurance)

01-2023

Administrative Clerk

Accounting Blueprint
08.2018 - 12.2019

Booking Clerk

Hyundai Motors
11.2017 - 07.2018

RE05 – Regulatory Examination for Representatives (Category I)

04-2017

Claims Administrator

Santam
02.2016 - 07.2016

NQF Level 4: Short-Term Insurance Qualification

09-2015

Sales Agent

IMasFinance
10.2014 - 01.2016

Diploma - Accounting And Finance

The Independent Institute of Education
04.2001 -

High School Diploma -

Hoerskool Die Adelaar
04.2001 -

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Matshediso LeeuwRemote Virtual Administrative Clerk