Summary
Overview
Work History
Education
Skills
Timeline
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Sonia Louw

Fiduciary Administrator
Johannesburg

Summary

Proven Fiduciary Administrator with a solid background at First National Bank, adept in office administration and customer service. Demonstrated excellence in maintaining data confidentiality and attention to detail, significantly enhancing team productivity and operational efficiency. Skilled in MS Office, with a strong commitment to achieving company goals and exceeding stakeholder expectations.

Overview

21
21
years of professional experience

Work History

Fiduciary Administrator

First National Bank
Johannesburg
06.2010 - Current
  • Closing of deceased clients' accounts.
  • Preparing certificate of balances on behalf of attorneys and various trust services on deceased estates.
  • Preparing interest statements and tax certificates.
  • Handling of inbound and outbound call center queries.
  • Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
  • Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.

DEBT REVIEW AGENT

FIRSTRAND DEBT REVIEW CENTRE
01.2009 - 06.2010
  • Capturing of Certificates of Balances.
  • Capturing proposals received from debt counselors.
  • Liaising with other business units within the FirstRand Group.

QUERY/SOLUTIONS CLERK

FIRST NATIONAL BANK
01.2008 - 12.2008
  • Handling of queries and complaints.
  • Maintained filing system and organized customer documents for easy retrieval of information.
  • Enhanced office organization with regular maintenance of files, records, and supplies inventory.
  • Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
  • Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.

SIGNATURE VERIFICATION CLERK

FIRST NATIONAL BANK
12.2005 - 12.2007
  • Signature verification.
  • Technical verification.
  • Fraud prevention,
  • Special Clearance Investigation.
  • Data Capturing
  • Demonstrated exceptional attention to detail when reviewing identification documents, preventing potential fraud or misinformation from entering company records.
  • Trained new team members on proper verification techniques and procedures, contributing to their rapid acclimation into the role and increased productivity levels overall.

STATEMENT CLERK

FIRST NATIONAL BANK
02.2004 - 11.2005
  • To ensure work is sent out to customers and branches.
  • Splitting of customers' checks and statements.
  • To ensure statements are sent to customers within SLA.
  • Maintained filing system and organized customer documents for easy retrieval of information.
  • Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
  • Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.

Education

High School Diploma -

Willow Crescent Secondary School
Eldorado Park, South Africa
04.2001 -

Skills

Office Administration

Team Collaboration

Attention to Detail

Administrative Support

MS Office

Customer Service

Office Administration

Timeline

Fiduciary Administrator

First National Bank
06.2010 - Current

DEBT REVIEW AGENT

FIRSTRAND DEBT REVIEW CENTRE
01.2009 - 06.2010

QUERY/SOLUTIONS CLERK

FIRST NATIONAL BANK
01.2008 - 12.2008

SIGNATURE VERIFICATION CLERK

FIRST NATIONAL BANK
12.2005 - 12.2007

STATEMENT CLERK

FIRST NATIONAL BANK
02.2004 - 11.2005

High School Diploma -

Willow Crescent Secondary School
04.2001 -

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Sonia LouwFiduciary Administrator