Puleng Ann Motilene

Co-ordinate & Facilitate the following on a Daily, weekly, Monthly & BI Monthly basis

• SAP4HANA GL ACC - Check anomalies
• IRON Mountain champion for GL
• BRIAR champion for GL
• Monitor COUPA request
• Monitor Securities validation and vetting, follow ups with Fulfilment and NSC
• Monitor Training for Bankers
• Upload CQL463 Listings
• Upload E-Channel Listings
• Linking journals from ESTPM and Recovering fees once Facilities are loaded
• Perform ROA Spot checks
• Manage Footprint
• Conduct 6 Monthly checks on Bankers Profile
• Perform daily, Weekly and Monthly listings and update the Paper

Mandate quarterly and Yearly

• Co-ordinate feedback from all Business Units

Maintain the below

• Telemari Opulence Telephone list
• CIPC - Making sure that the account is not depleted of funds
• CCM - CUSTOMER COMPLAINTS
• Drive Circulars - Policies and Procedures
• Monitor Stamp registers.
• Attend the AREA'S Sales Meeting and share the best practice to enable Bankers
• Assisted in the development of new administrative systems, procedures and policies.
• Answered incoming calls and responded to customer inquiries.
• Managed office supplies inventory and placed orders when necessary.
• Maintained filing system for important documents such as contracts and invoices.
• Provided general administrative support to staff members.
• Prepared reports on various projects for management review.
• Created presentations using Microsoft PowerPoint for senior management team members.
• Monitored emails, sorted mail and distributed correspondence accordingly.
• Supported departmental activities by providing clerical assistance as needed.
• Ensured that all paperwork was completed accurately before submission deadlines.
• Responded promptly to customer complaints in a professional manner.
• Answered telephones to take messages or redirect calls to appropriate colleagues.
• Improved office organization by developing filing system and customer database protocols.

Assist walk-in clients with queries relating to the below.

• Drafting of Wills
• Reporting Estate late
• Quoting clients for Life policies & Funeral policies
• Reinstatement of policies that had lapsed
• Book Appointments for the Broker
• Calling existing clients for reviews
• Capturing new Business
• Attending DAS meetings on behalf of the Broker
• Performing all Administrative Tasks