Monyah Van Niekerk

• Collaborated with cross-functional teams to successfully deliver comprehensive solutions for our top supporting IFA's and assistants.
• Provided ongoing support regarding instructions received proactive communication of practice notes and other business process changes.
• Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
• Build strong business relationship with the IFA assistant to ensure an understanding of each others business processes.

Additional appointed period: 01 March 2010 ‑ 31 March 2012

• Preparing of all accounting and reconciliation related work for the
  product.
• Preparation of daily accounting journals generated from
  administration system and bank statements.
• Updating general ledger by posting journals to accounting systems ‑ AccPac.
• Updating and preparing bank reconciliation and control accounts on daily basis.
• Allocation of clients' deposits to client investments. Identifying and
  resolving any differences with unit creations with Back Office.
• Reviewing and investigating reconciling items and escalating to relevant senior and or departments for resolution.
• Preparation of monthly accounting files including reference to trial
  balance and relevant documentation.
• Reviewing of manual payments.

• Negotiated favorable terms for clients in various transactions, maximizing profits while minimizing risks.
• Collaborated with colleagues to develop innovative investment solutions catering to diverse client portfolios.
• Maintained thorough knowledge of financial products and services, ensuring informed recommendations for clients'' unique situations.
• Established long-term relationships with clients through consistent communication and exceptional customer service.
• Assisted clients in reaching their financial goals through strategic planning and asset allocation.
• Participated in industry conferences and networking events to stay current on best practices.
• Guided clients towards suitable investments based on their risk tolerance profile.
• Ensured compliance with all regulatory requirements by maintaining accurate documentation and records.

• Additional appointed period : 01 Aug 2015 ‑ 31 December 2015
• Validate new investment applications.
• Processing New Business investments.
• Confirm receipt of requests telephonically or email.
• Drafting of Section 14 Transfer documents.
• Process Compulsory Transfers.
• Follow up with Transferring companies on a weekly basis.
• Maintaining record of all interactions with Financial Advisers and clients.
• Ensure that all work is completed within the relevant deadlines
  Support team members and Team Coordinator
• Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.

• Roles included ‑ Process Assistant, Client services Representative Benefit Payment Specialist / IFA Consultant Assistant
• Process client requests, policy information.
• Loading cessions. Add/remove beneficiaries.
• Debit order request/amendments.
• Policy services
• Queries concerning terminations, redemptions, loans, refunds, stop orders.
• Receive correspondence requests from client services representatives and process assistants of unusual complexity or events that require high level of authorization.
• Processing instructions within appropriate service level agreements. This included immediate resolution of service requests in quality manner to ensure client satisfaction.
• Provide Administration and Sales Support to Broker Consultant and Brokers.
• Process and monitor new business investments.
• Communicate latest product information.
• Monitoring outstanding premiums.
• Process Medical documents to Underwriters