Nicole Dawood
Senior Investments Administrator
Johannesburg,Gauteng
Summary
I am a self-driven, results-oriented individual with a positive outlook on life. I am a dynamic person who can basically hit the ground running, an out of the box thinker who is not scared of hard work. I believe in patience while teaching others and enjoy sharing knowledge. I have a clear focus on high quality when it comes to my performance and productivity in a role. I am a natural forward planner who will use my own initiative to maximize productivity in the workplace, paying keen attention to detail, with high level of accuracy and completeness in a timeous manner. I believe in patience while teaching others and enjoy sharing knowledge.
Overview
16
16
years of professional experience
Work History
Senior Investments Administrator
Hollard Investments
10.2020
- To manage and develop relationships with partner services and their clients, their business consultants, financial advisers and direct clients
- Receiving, indexing and processing all client instructions
- Performing KYC and Sanction Screening Checks
- Providing the correct and relevant information
- Compliance with privacy acts and customer verification
- Investment servicing which includes but is not limited to the following: New Business, withdrawals, Switches and Ad hoc contributions
- Submission of Business needs to be accurate and in line with service level
- Attention to detail
- Feedback to clients on progress of requests - within SLA
- Accountability and responsibility for process from start to finish
- Dealing with day-to-day client queries or client services such as beneficiary changes, recording/cancelling cessions, debit order amendments, billing/payment queries, withdrawals
- Email etiquette must be maintained
- Query resolution within SLA
- Information provided must be accurate and concise
- Demonstrate knowledge of products and processes
- Client follow up to resolution essential
- Maintain internal and external relationships with all customers to ensure service delivery falls inside the Service Level Agreements
- Maintaining the existing and new products in terms of servicing customers and contractual processing
- Providing excellent client services
- Adhoc administration and project functions
- Develop our knowledge of our clients and their needs.
Office Manager
Hollard Investments
02.2020 - 09.2020
- All PA duties including typing, filing, minutes and general administration
- Screening mail, calls, e-mails responding where appropriate
- Organize internal meetings - arrange venue, catering and minute taking
- Electronic Diary management
- Coordinate travel arrangements both local and internal (flights, hotels, currency, public commute)
- Preparation of Business presentations
- Arrange tele and video conference calls
- Collation of management reports and board packs
- Process payments for staff, partners and suppliers
- Projects and research activity
- Formatting of Legal Documents
- Creating online product forms
- Archiving and filing of legal documentation
- General administration and ad-hoc projects
- Organize and assist in logistics of events within department
- Broker Intakes & Exits
- Updating COI register.
Executive Personal Assistant
Hollard Investments
10.2017 - 02.2020
- All PA duties including typing, filing, minutes and general administration
- Screening mail, calls, e-mails responding where appropriate
- Organize internal meetings - arrange venue, catering and minute taking
- Electronic Diary management
- Coordinate travel arrangements both local and internal (flights, hotels, currency, taxis)
- Preparation of Business presentations
- Arrange tele and video conference calls
- Collation of management reports and partners board packs
- Process payments (-+30pw) for staff, partners and suppliers
- Projects and research activity
- Formatting of Legal Documents
- Creating online product forms
- Archiving and filing of legal documentation
- General administration and ad-hoc projects
- Organize and assist in logistics of events within department.
Office Administrator/Personal Assistant
Hollard Life & Investments
04.2017 - 09.2017
- Personal Assistant to the Chief Financial Officer, Chief Operating Officer, Head of Marketing, Head of Product/Technical/Customer/Analytics & Head of Investments
- Office Administrator support to 10 teams which consist of Product, Technical, Customer, Analytics, Finance, Operations, IT, Strategic Projects, Marketing & Investments
- All PA duties including typing, filing, minutes and general administration
- Screening mail, calls, e-mails responding where appropriate
- Organize internal meetings - arrange venue, catering and minute taking
- Electronic Diary management
- Coordinate travel arrangements both local and internal (flights, hotels, currency, taxis)
- Preparation of Business presentations
- Arrange tele and video conference calls
- Collation of management reports and partners board packs
- Process payments (-+18pw) for staff, partners and suppliers
- Projects and research activity
- Formatting of Legal Documents
- Archiving and filing of legal documentation
- General administration and ad-hoc projects
- Organize and assist in logistics of events within department.
Personal Assistant
Hollard Insurance Partners
01.2015 - 03.2017
- Personal Assistant to 3 principals, support and back up to 3 principals and 1 Managing Director
- All secretarial duties including typing, filing, minutes and general administration
- Compiling employee starter pack and assisting employees with completion of documents and handing completed packs to payroll
- Screening mail, calls, e-mails responding where appropriate
- Organize internal meetings - arrange venue, catering and minute taking
- Electronic Diary management
- Coordinate travel arrangements both local and internal (flights, hotels, currency, taxis)
- Visa applications
- Preparation of Business presentations
- Arrange tele and video conference calls
- Collation of management reports and partners board packs
- Process payments (-+30pw) for staff, partners and suppliers
- Projects and research activity
- Formatting of Legal Documents
- Creating online product forms
- Archiving and filing of legal documentation
- Process of sub-agency agreements
- Client complaints and follow-ups
- General administration and ad-hoc projects
- Control of stationery and office equipment
- Receive and screen visitors
- Assist is streamlining services to clients (both internal and external)
- Organize and assist in logistics of events within department.
Personal Assistant
Hollard Select Brokers and Underwriters
10.2011 - 12.2014
- Personal Assistant to 1 General Manager, 2 Principals and support to 3 Broker Consultants
- Processing and tracking expense claims and managing corporate cards
- Orgainising of events
- Filing system management
- Setting up new users
- Create Payment Requisitions
- Processing of sub-agency agreements
- Maintenance of conflict of interest register and brokers visitation schedule
- Travel arrangements (flights, car hire, accommodation)
- Diary management of 1 general manager and 2 principals
- Minute taking at partner board meetings
- Booking meeting rooms/conference calls, refreshments, presentations equipment
- Typing of all documents
- Creating power point presentations to shareholders both internal and external
- Receive and screen Visitors
- Manage maintenance of office area equipment
- Order stationery and expense control
- Personal errands (dry cleaning, cobbler and tailor)
- Log calls to IT support and follow ups
- Back up support to 3 personal assistants within the department
- Adhoc projects and assignments.
Personal Assistant
Hollard Insurance Partners
06.2008 - 06.2011
- Personal assistant to 1 general manager, 1 finance manager, 1 principals and support/back up for finance team of 6 accountants
- Housekeeping/floor maintenance
- Process sub-agency agreements
- Personal errands (Concierge, cobbler, tailor)
- Organize events such birthday parties, baby showers etc
- Within the department
- Research 4x suitable team building events for a period of 12 months and organise
- Process payments for staff, partners and suppliers on Fraxion and via requisition
- Coordinating of diaries
- Filing System Management
- Booking of meeting rooms, refreshments, projector
- Minute taking at monthly meetings and board meetings.
Telephonist
Hollard Insurance
06.2006 - 06.2008
- Handle all incoming calls to the main switchboard in a professional, empathetic, polite and courteous manner and accordance to a group wide approved consistent corporate salutation
- Inform caller of call status offering the caller the option to continue holding or take down a descriptive message and pass onto to the team member or business unit concerned via email
- Adherence to individual and team performance targets
- To continually familiarize myself and maintain a personal master file on all company information (manually or on the prescribed systems), pertaining to staff movements and business units product information as provided in brief by the business unit and group frontline customers services manager
- Regular check and attend to email requests and communications
- Listen attentively to all customer complaints and escalate as per procedure
- Share and communicate, received information with colleagues including CRO and group frontline customer service manager as requested
- Adherence to Hollard's company values and performs as a brand ambassador for Hollard.
Switchboard Operator
Hollard Commercial and General
04.2004 - 06.2006
- Operate telephone/switchboard service
- Provide information and assistance regarding telephone numbers
- Enquire as to the nature of the calls in order to refer to appropriate person or department
- Answer internal and external calls (local and long distance) transfer's calls
- As required, takes and relays messages
- Greet and direct visitors
- Provides assistance to them as required
- Receives messages by fax, informs intended recipient or sends messages by internal mail
- Send messages by fax as required
- Correct and update electronic telephone directory.
Education
Bachelor of Business Administration -
Milpark Business School
Higher Certificate in Financial Planning Level 5 -
Milpark Business School
Higher Certificate in Management -
Milpark Business School
Business Administration Level 4 (140 Credits) -
Siyanoba Seminars
Project Management -
College Campus
Meeting Managements and Minute Taking Course -
Siyanoba Seminars
Microsoft Office (Word, PowerPoint and Excel) Intermediate Level -
Training Excellence
Diploma in Office Administration -
College Campus
Higher Certificate in Management -
Milpark Business School
Business Administration -
Siyanoba Seminars
Project Management -
College Campus
Diploma in Office Administration -
College Campus
Meeting Management and Minute Taking -
Siyanoba Seminars
High School -
Nirvana Secondary School
Complaints Management Training -
Hollard
06.2016
Introduction to Insurance Module -
Hollard Academy
09.2010
Introduction to Insurance -
Hollard Academy
09.2010
Turning Irate Clients into Lifetime Supporters, Business Presentation Skills -
08.2006
Skills
- Capable of all secretarial and personal assist skills
- Minute taking and dairy management
- Verbal and written communication skills
- Excellent skills in coordinating events and functions
- Highly organized, with strong administrative ability
- Project management
- Task management
- Business and office administration
- Telephone skills
- Computer skills
- Problem solving
- Decision making
- Teamwork
- Timeous
- Confidentiality
- Due Diligence
- Cash Management
- Know Your Customer
- Investor Relations
- Client Relationship Building
Timeline
Senior Investments Administrator
Hollard Investments
10.2020
Office Manager
Hollard Investments
02.2020 - 09.2020
Executive Personal Assistant
Hollard Investments
10.2017 - 02.2020
Office Administrator/Personal Assistant
Hollard Life & Investments
04.2017 - 09.2017
Personal Assistant
Hollard Insurance Partners
01.2015 - 03.2017
Personal Assistant
Hollard Select Brokers and Underwriters
10.2011 - 12.2014
Personal Assistant
Hollard Insurance Partners
06.2008 - 06.2011
Telephonist
Hollard Insurance
06.2006 - 06.2008
Switchboard Operator
Hollard Commercial and General
04.2004 - 06.2006
Bachelor of Business Administration -
Milpark Business School
Higher Certificate in Financial Planning Level 5 -
Milpark Business School
Higher Certificate in Management -
Milpark Business School
Business Administration Level 4 (140 Credits) -
Siyanoba Seminars
Project Management -
College Campus
Meeting Managements and Minute Taking Course -
Siyanoba Seminars
Microsoft Office (Word, PowerPoint and Excel) Intermediate Level -
Training Excellence
Diploma in Office Administration -
College Campus
Higher Certificate in Management -
Milpark Business School
Business Administration -
Siyanoba Seminars
Project Management -
College Campus
Diploma in Office Administration -
College Campus
Meeting Management and Minute Taking -
Siyanoba Seminars
High School -
Nirvana Secondary School
Complaints Management Training -
Hollard
Introduction to Insurance Module -
Hollard Academy
Introduction to Insurance -
Hollard Academy
Turning Irate Clients into Lifetime Supporters, Business Presentation Skills -
References
- Michelle Govender
Client Experience and Administration Manager
Hollard Life & Investments
Contact: (C) 082 566 4512 (L) 011 351 5176
- Shawn Smith
Executive: Investments
Hollard Life & Investments
Contact: (C) 083 644 2001 (L) 011 351 5544
- Shawn Smith
Chief Operating Officer
Hollard Life & Investments
Contact: (C) 083 644 2001 (L) 011 351 5544
- Hugh Napier
Principal (Jan 2015 to Mar 2017)
Hollard Insurance Partners
Contact: (C) 073 958 8727
- Daniel Stevens
Head of UMA’s (Oct 2011 – Dec 2014)
Hollard Select Brokers and Underwriters
Contact: (C) 082 466 8367
- Lee-Ann Dobrescu
General Manager (Jun 2008 – Jun
2011)
Hollard Insurance Partners
Contact: (C) 082 855 7966 (L) 011 351 1306
- Kay Maharaj
Manager of Customer Centricity- Frontline
Hollard Insurance
(C) 076 175 7634
- Tasneem Omar
Administration Manager
AngloGold – Ashanti
(C) 082 373 3744
Hobbies and Interests
- Reikei
- Self-development
- Community and social work
References
- Reinhardt Roets, Siyanoba Seminars, 082 297 4493
- Portia, College Campus, 011 647 9800
- Celeste Martins, Training Excellence, 011 433 3392
- Business Presentation Skills, 011 444 3680
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