Riaan Gouws

When working at Balanced Financial Planning I obtained extensive experience in the financial services industry.

I had dealings with the following companies:

- Ninety One Asset Management

- Old Mutual Wealth

- Old Mutual International

- Momentum Wealth

- Momentum International

- Marriott Asset Management (Local and Offshore)

- Sygnia

- Discovery Invest

- Liberty Life

- Allan Gray

- Sanlam

- Morningstar Managed Portfolios (Discretionary Fund Managers)

I assisted in the following areas:

- New Business

- Day-to-Day administrative requirements for existing clients

- Retirement Annuity and Living Annuity transfers between various FSP providers

- Facilitating forex transfers for clients through Mercantile Bank

- Assisted in the drafting of wills for clients

- Assisted in the creation of Employee Benefits Schemes and Group Retirement Annuities for companies

I am proficient in the following systems:

- Microsoft Office Suite

- Client Relationship Management Software (Responsibilities include Systems Administrator)

- AtWork

- Xplan

- AdviceTech

I have product knowledge in the following investment types:

- Discretionary Investments

- Endowments

- Sinking Funds (Life Wrappers)

- Share Portfolios (Local and Offshore)

- Direct Unit Trusts

- Exchange Traded Funds

- Tax Free Savings Plans

- Pension Funds / Preservation Pension Funds

- Provident Funds / Preservation Provident Funds

- Retirement Annuities

- Living Annuities

- Offshore Investments

- Global Investment Portfolios

- Global Endowment Structured Portfolios

- Global Share Portfolios

Staff Management:

- All HR functionality

Marketing:

- Management of Facebook Business page as well as creating and running of adverts and generating leads for sales.

Purchasing:

- Responsible for all purchasing of stock

Training:

- Responsible for all staff training on products, HR and systems as well as client behavior.

Sales:

- Assisting with closing of sales and customer satisfaction and complaints

- Contract management, negotiation, finalization as well as renewal of contracts

- Generating sales leads

- Managing sales targets and planning and implementing of achievement methods

Finance:

- Responsible for all invoicing to clients

- Income and expense management

- Yearly and Quarterly Budgets

- Monthly Statements

Talent & Effectiveness System Admin

- The receiving and setting up of client surveys with online questionnaires.

- Feedback Reports to be confirmed and sent through to account managers for the client meetings as well as individual feedback with candidates.

ConfirmIt

- Receiving and reviewing of completed Organizational Information on a daily basis and following up

Compensation Reports

Compiling of the Compensation Reports after all individual benchmark reports have been provided for client feedback sessions which happens in country.

Pay Analysis

- Analysis done of each companies data received and in accordance with SLA’s and delivering this data to the processing center for the Benchmark reports to be compiled and sent back.

International Data Collection Centre

- Weekly checking on all data collected internationally , analysis of the data and queries to be resolved timeously.

Paynet Administrator

- Creating and assisting clients with all relevant product account information and support

- Receipt and investigation of client issues in accordance to the internal SLA's.

- Making sure that the quality standards set by management are adhered to.

- Logging and managing of all client queries.

- Escalations from client support

- Assist the department members with appropriate training in accordance of the IDP and make sure that there are no unidentified training needs as well as short comings within the skills process.

- Identify and recommend changes in line with common issues.

- Tending to client queries at the clients offices and ensure that client satisfaction is maintained at all times.

Staff Management:

- Was involved in resourcing, training and over-seeing of all kitchen staff

- Was responsible for negotiating and finalizing wage packages

- Assisted staff in daily cash-up’s and banking

Marketing:

- Responsible for the sourcing of new catering, contracts as well as attracting new clientele. Marketing also required the continuous tying with existing clients to effectively monitor the level of service was satisfactory

Purchasing:

-Responsible for all purchasing of stock that was needed and follow up of everything that was used to ensure that there were no shortfalls.

Call Centre:

- Loop closure through activation signals to all new fitments

- Capturing of changes over the recorded line as requested by the fitment centers

- Maintaining of the loop non-closure report

- Notification of any discrepancies to Management

Finance:

- Monitoring the amount of outstanding hardware invoices

- Informing co-workers when hardware invoices should be prepared for invoicing and ensure that they are closed timeously

- Report any discrepancies to management on hardware invoices and measure the amount of invoices closed on a weekly basis

- Maintain and correct the service order report to ensure that all sales and services orders are raised through the automation process

- Manually raise sales and purchase orders when needed and controlling the quantities (Fitment Centre Debtors/Creditors Controller Queries)

- Report on the reason of the non-creation of service orders to management for deal type or job correction

- Sorting out fitment centre stock queries relating to replacement stock

- Managing the financial exception report

- Fitment Centre/Franchise stock orders

- Goodwill order creation

- Raising annual invoices

- Weekly back order report and feedback to Reps and sales office staff

- Authorizing of any manual documentation when needed

- Weekly report on manual documentation used

- Daily recon on C.O.D. account and collecting all cash held by technicians and sales office staff

- Daily sales report and collection of all outstanding P.O.D’s for the previous day

- Weekly feedback on top 20 customers

- Daily banking on recons to balance all cash and cheques received

- Weekly confirmation and reasoning for all work still in progress

- Raising purchase order requests when needed

- Monthly PAC

- Handling all complaints and follow ups

- Ensuring that sales office and branch petty cash is available when needed

Data Capturing:

- The correct assessing and processing of claims as per daily targets

- Corresponding with and updating of provider information, service locations and billing information

- Duties also included assessing and processing of API’s (Pharmaceutical claims) for which a 100% no-fault rate was required)

Achievments:

Due to the ability to access and capture claims with a minimum amount of faults during the initial 3 month probation period, I was permanently appointed within less than two months

Captured the highest amount of claims with the lowest faults for 3 months consecutively

Assisted team members to make target during staff shortages and bottlenecks

Always made daily set targets and higher incentive based targets