Natasha Chandra Krige
Administrative Assistant
Bellville
Summary
Dedicated administrative professional with successful experience in fast-paced environments. Hardworking team player with expertise in completing various administrative tasks and offering staff support. Responsible and productive professional when working with little to no supervision.
Overview
2025
2025
years of professional experience
2012
2012
years of post-secondary education
2
2
Languages
Work History
Administrative Assistant
Subventum Financial Services
3 2020 - Current
- Company Overview: Permanent Position in Financial / Insurance Sector
- Answering incoming calls, responding to emails, respond to client inquiries and scheduling of meetings
- Processing all administrative tasks relating to life insurance, investments, medical aid and group life schemes
- Processing of all new client on-boarding processes, new business applications, servicing changes, member benefit changes, transfer instructions, portfolio switch instructions, withdrawal instructions and claims
- Preparing and maintaining of all client policy information schedules
- Updating client information and updating of all compliance registers
- Following a range of checklists to ensure accurate administration of tasks
- Liaising with and responding to queries from product providers and investment houses
- Ensuring that our filing system on OneDrive is always updated and organized
- Understanding and updating of all FICA & Risk compliance documents
- Processing of all client due diligence, as well as the due diligence on FSP, product providers and outsourced functions
- Processing off all ongoing due diligence and monitoring of existing business relationships
- Upload all clients on the Efica system
- Adhere to POPIA and the relevant regulations on anti-money laundering and countering financial crime and complying with the company's Anti-Money Laundering & Counter-Terrorist Financing Risk Management Compliance Program (RMCP)
- Processing the regular due diligence checks on the FSCA website, CIPC, JSE & Council of medical schemes website
- Adhere to the regular checks of the FIC's targeted financial sanction list & UN security council Consolidated Sanctions list
- Adhere to the checks that must be done on the FATF list
- Assist the Compliance Officer with all queries
- Ensuring that the adviser's commission statements are correct and that all commission queries are resolved
- Ensure that all credit control notifications are sent to clients
- Follow up and keeping track of all daily tasks
- Submit monthly reports
- Permanent Position in Financial / Insurance Sector
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Billing Specialist Agent
4R Technologies
07.2018 - 12.2018
- Company Overview: Permanent Position in Healthcare/ Insurance Sector
- Daily and timely follow up of set processes on assigned projects and accounts within an automated work list
- Obtain accounts status (resolved, legal or disputed) and payment resolution information
- Maintain patient, account and client confidentiality at all times, with adherence to HIPPA and compliance policy guidelines
- Following established guidelines, professionally communicate with Gaffey Healthcare (verbally, telephonically, electronically via email and Skype)
- Process all accounts/ claims
- Process adjustments and adjustment logs on all accounts/ claims
- Contact hospitals to enquire the reason why the medical aid did not pay the account and process letters to members to inform them accordingly
- Escalate obstacles encountered while processing accounts to the manager or appropriate client contact in the United States
- Ensure that the daily target for working all accounts has been met
- Permanent Position in Healthcare/ Insurance Sector
Unit Administrator
360 Degrees IFA Solutions
02.2015 - 09.2017
- Company Overview: Permanent Position in the Financial / Insurance Administration Sector
- Administration and uploading of all Liberty new business
- Submit all underwriting requirements to the relevant underwriting department and brokers, including corporate underwriting
- Correspond with Liberty Medical Group Nurses and schedule appointment for clients with Path Care or preferred doctor's
- Administration of all new Liberty Medical Scheme policies
- Process and submit all portfolio switches and servicing changes on Blueprint Online
- Submit all disbursements, surrenders and advances
- Provide brokers with servicing changes quotes, comparison quotes, special quotes and new business quotes
- Process and submit policy retentions, transfers, paid up requests and cancellations
- Submit all claims to the relevant department
- Ensure that all policies, processes and procedures are efficiently followed and finalised
- Administration of Wills
- Ensuring that all commission queries are resolved and that all submitted cases reflect on financial adviser's commission statement and on SRS
- Provide the brokers with unpaid and credit control reports
- Processing of Reinstatements of policies
- Liaising, understanding and resolving all brokers calls and queries
- Ensuring that all escalations are attended to and resolved
- Maintain excellent service to all brokers and assistants
- Ensuring that the broker consultant is updated daily on the unit administration and all instructions are followed
- Follow up and keeping track of all daily tasks
- Permanent Position in the Financial / Insurance Administration Sector
Administrative Assistant to 4 Financial Advisers
Venn-Sure Consulting
01.2012 - 01.2015
- Company Overview: Permanent Skilled Level position in the Financial/Insurance Administration sector
- Administration and uploading of all new business
- Process all underwriting requirements to the relevant underwriting department, including corporate underwriting
- Correspond with Liberty Medical Group Nurses and schedule appointment for clients with Path Care or preferred doctor's
- Administration of all new Liberty and STANLIB investments
- Administration of all new GAP cover policies, Own Your Life Rewards policies and Liberty medical scheme policies
- Process and submit all portfolio switches, adhoc payments, Section 14 transfers, transfers of pension/ provident funds and withdrawals
- Submit all servicing changes on Blue Print Online
- Prepare servicing quotes and adjust benefits accordingly
- Process policy retentions, surrender and cancellations
- Compile, update and keeping record of all new and current client files
- Ensure that all policies, processes and procedures are efficiently followed
- Administration of Wills
- Ensuring that all commission queries are resolved and submitted cases reflect on Financial Adviser's commission statement (SRS)
- Provide clients with Contribution Certificates
- Liaising, understanding and resolving all queries with clients and maintain excellent client service
- Submit a weekly sales report
- Follow up and keeping track of all daily tasks
- Permanent Skilled Level position in the Financial/Insurance Administration sector
Administrative Assistant to Financial Adviser
Absa Private Bank
08.2010 - 09.2011
- Company Overview: Permanent Junior Level position in the Financial/ Insurance sector
- Manage diary and arrange daily appointments
- Capture, update and regulate all new and current client data on AtWork System on a daily basis
- Process all new and updated Wills to Absa Trust
- Process policy Retentions, surrender and cancellations
- Compile, update and keeping record of all new and current client files
- Ensure that all policies, processes and procedures are efficiently followed
- Process all underwriting requirements to the relevant underwriting department
- Request quotes from various companies and liaise with broker consultants
- Maintaining quality client services at all times
- Submit a weekly sales report
- Follow up and keeping track of all daily tasks
- Permanent Junior Level position in the Financial/ Insurance sector
Education
Commercial Law Paralegal Diploma - Criminal Law & Procedure, Business Law, Civil Litigation, Debt Collecting, Wills & Estates, Property Law & Conveyancing
South African School of Paralegals
Rondebosch, Western CapeGrade 12 - undefined
Monument Park High School
Kraaifontein, Western CapeSkills
Filing
Microsoft Excel
Microsoft Word
Computer Proficiency
Time Management
Appointment Scheduling
Customer and client relations
Sharepoint, OneDrive, Google Workspace
Attention to detail
Confidential Document Control
Problem Solving skills
Spreadsheet Management
Administrative Support
Data Entry
File Organization
Calendar Management
Verbal Communication
Reception oversight
Documentation And Reporting
Recordkeeping
EE/AA status
Coloured Female
Dependants
2
Driving licence
Code B - First Issue 17/05/2014
Personal Information
- Date of Birth: 04/01/87
- Nationality: South African
- Marital Status: Married
References
- 4R Technologies, Manager, Shana Hawtrey, 073 194 5667
- 360 Degree IFA Solutions, Manager, Lynette Valentine, (021) 914 9440 / 084 555 0420
- Venn-Sure Consulting, Financial Advisor, Julian Brookstone, 072 152 2551
- Absa Private Bank, Financial Adviser, Arnold Gelderbloem, 076 153 3211
Fullnames
Natasha Chandra Krige
Timeline
Billing Specialist Agent
4R Technologies
07.2018 - 12.2018
Unit Administrator
360 Degrees IFA Solutions
02.2015 - 09.2017
Administrative Assistant to 4 Financial Advisers
Venn-Sure Consulting
01.2012 - 01.2015
Administrative Assistant to Financial Adviser
Absa Private Bank
08.2010 - 09.2011
Grade 12 - undefined
Monument Park High School
Administrative Assistant
Subventum Financial Services
3 2020 - Current
Commercial Law Paralegal Diploma - Criminal Law & Procedure, Business Law, Civil Litigation, Debt Collecting, Wills & Estates, Property Law & Conveyancing
South African School of Paralegals
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