MONIQUE PRETORIUS
Personal Assistant
Port Elizabeth,EC
Summary
Dedicated Personal Assistant with over 10 years of diverse administrative and client relations experience. Proven expertise in diary management, expense handling, and efficient communications, complemented by a Diploma in Public Relations. Successfully supported senior executives in streamlining operations, organizing meetings, and managing sensitive employee information. Demonstrated ability to implement effective problem-solving techniques, build robust client relationships, and exceed expectations. Eager to leverage skills to contribute to a dynamic team environment.
Overview
11
11
years of professional experience
2
2
Languages
Work History
Business Administrator and Receptionist
Mutual Financial Analysts
05.2015 - 03.2018
- Arranged interviews, ensuring a smooth candidate experience.
- Conducted interviews, evaluating potential candidates for suitability.
- Executed errands as needed to support office operations.
- Managed ordering of office supplies to support daily activities.
- Collaborated closely with HR manager to enhance departmental efficiencies.
- Oversaw employee onboarding processes, ensuring seamless integration into the company culture from day one.
- Facilitated smooth communication between departments during times of organizational change or restructuring.
Quality Assurer (Internship)
Mutual Financial Analysts
05.2015 - 03.2018
- Evaluated sales and non-sales calls for quality assurance purposes.
- Assessed calls and provided rating for consultants' performance.
- Conducted coaching sessions with sales consultants to enhance their skills.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked effectively in fast-paced environments.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Paid attention to detail while completing assignments.
Personal Assistant to the Director
UMFA GR/WC Business Trust
09.2022 - Current
- Dealt with welcoming atmosphere by greeting visitors professionally at reception.
- Oversaw diary management to streamline daily schedules.
- Oversaw office maintenance requests ensuring clean working environment for all employees.
- Organized and coordinated meetings and appointments to optimize directors' time management.
- Compiled detailed reports for stakeholder review.
- Documented meeting minutes to ensure accurate record-keeping.
- Curated comprehensive meeting packs for efficient discussions.
- Arranged flights and accommodation, ensuring cost-effective travel solutions.
- Administered all director expenses and processing requests, contributing to budgetary compliance.
- Managed traffic fine obligations efficiently.
- Oversaw employee leave requests, maintaining staffing levels.
- Supervised overtime management to optimize workforce productivity.
- Facilitated communication with shareholders and clients, maintaining key relationships.
- Handled phone calls and email correspondence professionally.
- Maintained confidentiality while managing sensitive employee information.
- Supported both Admin and Financial Departments in daily operations.
- Employed effective management techniques to enhance productivity.
- Coordinated personal affairs of the Director, ensuring a balance between professional and personal commitments.
- Streamlined record-keeping processes within the department by transitioning to digital storage, improving accessibility and organization of files.
- Supported the Director in decision-making processes by conducting thorough research and presenting relevant data.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Answered high volume of phone calls and email inquiries.
- Processed travel expenses and reimbursements for executive team and senior management group.
Client Relations Consultant
Old Mutual Finance
04.2018 - 08.2022
- Served as the primary point of contact for clients, fostering a welcoming environment.
- Took incoming calls and routed them to appropriate departments and consultants with professionalism.
- Engaged with clients to discern their specific needs and expectations.
- Addressed inquiries promptly and effectively.
- Resolved client issues and complaints in a timely manner, ensuring high satisfaction levels.
- Performed follow-ups on logged claims to maintain client confidence.
- Prepared thoroughly for branch audits, ensuring compliance with standards.
- Managed all filing tasks to enhance office efficiency.
- Created new consultant files with meticulous attention to detail.
- Documented minutes for all meetings to ensure accurate record-keeping.
- Updated training files ensuring all materials were current.
- Handled branch administration and various ad hoc duties as needed.
- Provided financial education to clients and companies, enhancing financial literacy.
- Cultivated client relationships by consistently exceeding expectations and demonstrating professionalism.
- Served customers promptly and courteously, ensuring a positive experience.
- Utilized effective interpersonal and communication techniques to enhance interactions.
- Demonstrated tenacity and energy in achieving established targets within deadlines.
- Oversaw implementation of new CRM software systems and processes.
- Managed customer accounts to ensure positive experience and long-term satisfaction.
- Evaluated market trends while demonstrating adaptability as required.
- Worked closely with product development teams to incorporate customer feedback into future offerings.
- Identified trends in customer feedback data, implementing changes to address common concerns and improve overall satisfaction ratings.
- Implemented effective communication strategies, fostering strong relationships with both clients and team members.
- Collaborated with internal teams to streamline processes and improve overall customer experience.
Payroll Administrator
Mutual Financial Analysts
05.2015 - 03.2018
- Maintained employee files, including updating personal information and salary changes.
- Coordinated with Human Resources to process new hires, terminations, and transfers within the company.
- Assisted in preparation of monthly financial reports for management review.
- Processed salaries through the computerized payroll system (VIP), ensuring accuracy and timeliness.
- Calculated payroll based on timesheets and performed general payroll administration duties.
- Maintained precise records of sick leave, annual leave, maternity leave, and family responsibility leave.
- Incorporated new employee details into the VIP payroll system efficiently.
- Addressed queries from staff and external bodies promptly to maintain rapport.
- Completed UIF forms, EP201, and UIF filing accurately and in compliance with regulations.
Education
Diploma - Public Relations
Damelin
Port Elizabeth02.2013
High School - undefined
Sanetor Secondary High School
Port ElizabeSkills
Scheduling
Microsoft Teams
Sage VIP Payroll
Time management
Interpersonal Skills
Document handling
Executive & Diary Management
Travel & Accommodation Coordination
Meeting Planning & Minute Taking
Expense & Budget Administration
Client & Stakeholder Relations
Confidential Information Handling
Payroll Administration (Sage VIP)
Microsoft Office (Word, Excel, Outlook, Teams)
Reporting & Documentation
Multitasking
Database management
Problem Solving & Adaptability
Chat GPT (AI)
Personal Information
Nationality: South African
Timeline
Personal Assistant to the Director
UMFA GR/WC Business Trust
09.2022 - Current
Client Relations Consultant
Old Mutual Finance
04.2018 - 08.2022
Business Administrator and Receptionist
Mutual Financial Analysts
05.2015 - 03.2018
Quality Assurer (Internship)
Mutual Financial Analysts
05.2015 - 03.2018
Payroll Administrator
Mutual Financial Analysts
05.2015 - 03.2018
High School - undefined
Sanetor Secondary High School
Diploma - Public Relations
Damelin