Storm Hendricks
Trust Officer Assistant
25 Andrews Road Newfileds, Athlone
Overview
13
13
years of professional experience
2011
2011
years of post-secondary education
Work History
Trust Officer Assistant
Personal Trust Pty Ltd
06.2018 - Current
- Investment Administration:
Collate and manage all documentation related to local and offshore investment instructions, including redemptions, switches, and share dealing. Ensure appropriate authority is obtained, and all transactions are accurately prepared and recorded on internal systems (Fundamental, Climan/CRM). - Payments Processing:
Process daily and monthly EFT payments on behalf of clients, including verification, preparation, and system capturing (Cashman/CRM). - Account Monitoring:
Review client debit balances and assist the Trust Officer in initiating corrective actions where necessary. - Client Onboarding & Documentation:
Prepare client onboarding packs and handle the full onboarding process. Responsible for the completion and loading of all client take-on documentation into internal systems. - Fee Administration:
Generate and manage quarterly invoices for ad hoc fees. - Trust Administration:
Assist in preparing documentation related to trust administration and process all associated payments. - Client Communication & Support:
Act as a liaison for clients, ensuring timely responses and resolutions to all queries. - Document Management & Compliance:
Maintain both electronic and physical filing systems for investment administration and advisory records, ensuring compliance with relevant financial services legislation. Verify that all investment and payment instructions meet regulatory requirements. - Internal Coordination:
Work closely with internal investment administration and support teams to ensure seamless operations. - Reporting & Tax Documentation:
Collate and distribute monthly and quarterly client reports, as well as annual tax documentation. - Event Planning:
Coordinate client events, managing logistics, invitations, venue arrangements, and client communication. - Secretarial & Administrative Support:
Provide general administrative support, including typing, filing, faxing, diary management, and correspondence handling.
Trade Settlement and Income Collection Assistant
Personal Trust Pty Ltd
06.2016 - Current
- Company Overview: www.ptrust.co.za
- Reconciliation of corporate actions and dividends for all clients on the system to ensure correct and accurate information
- Transfer and opening of new share portfolios for individuals and Trusts, liaising with outside companies and ensuring that portfolios are opened or transferred correctly
- Dematerialising of share certificates with various companies
- Reconciliation of dividends for each client’s account with outside company’s records to ensure that each client is allocated the correct amount
- Loading and importing of information for the above on in-house systems
- Assisting with quarterly reconciliations for all outside companies with our in-house system records to ensure that client statements are correct
- Assisting with reconciliation of our Nominees bank statement when manager is on leave
- Www.ptrust.co.za
Offshore Administrator
PERSONAL TRUST INTERNATIONAL
06.2015 - 06.2016
- Company Overview: www.ptrust.co.za
- Updating of exchange rates on the system by creating a spreadsheet and importing it onto Fundamental
- Daily processing of investments, repurchases, transfers, receipting and sending funds offshore and then updating Fundamental with the various transactions
- Final dealing of instructions once all paperwork has been prepared
- Daily pricing for the offshore team
- This is done by extracting data off the various fund websites, creating an excel spreadsheet and importing onto Fundamental
- Daily filing as well as Metro-filing for Offshore and Life departments
- Any ad-hoc duties when team experiences high volume of work
- Www.ptrust.co.za
NFS Department
UNION LIFE
08.2013 - 04.2014
- Updating system for new clients
- Adding extended members to new and existing policies
- Filing numerically according to the clients policy number
- Ensuring all details and documents are there and is correct
Premium Collections
UNION LIFE
08.2013 - 04.2014
- Captured 2000 manual receipts for payments that clients made on their policies on a daily bases
- Ensured each policy number is correct
- Correct agent code for each manual receipt
- Ensured the correct amount is paid, and for the right client
- Responsible for checking each agent code is correct so that the right agent gets his/hers commission
- Reference: Jody- Ann Dearham
- Ph: 021 975 1010
Filing Clerk
UNION LIFE
07.2012 - 05.2013
- Filing Alphabetically
- Responsible for year-end filing, archiving documents that are highly important and legally important, must be stored appropriately and securely in Metro-file date, in case files are needed to be brought back to the company for any reason I would make it easier to find in date and per client record
Sales assistant
WOOLWORTHS
12.2012 - 01.2013
- Greeting customers, helping them when needed
- Stock taking
- Helping with visual merchandising
- Ph: Wayne Johnson - 083 617 2668
Education
MATRICULATED AT - English, Afrikaans, Mathematical Literacy, Business studies, Geography, History, Life Orientation
Athlone High School
Skills
Key Skills & Competencies:
- Exceptional Communication Skills: Articulate and clear in both verbal and written communication, with the ability to tailor messaging to diverse audiences
- Cross-Cultural Presentation Ability: Experienced in delivering effective presentations across different organizational levels and cultural backgrounds
- Strong Interpersonal Skills: Skilled at building rapport and maintaining positive working relationships in one-on-one settings
- Collaborative Team Player: Contributes effectively in group settings, fostering a cooperative and productive team environment
- Analytical Thinking: Capable of evaluating complex information to support data-driven decision-making
- Tech-Savvy: Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook
- Professional Demeanor: Maintains a high standard of professionalism and integrity in all business interactions
- Punctual and Reliable: Consistently meets deadlines and honors commitments with a strong sense of responsibility
Personal Qualities
- Approachable
- Responsible
- Reliable
- Honest
- Displays initiative
- Sense of humour
- Loyal
Timeline
Trust Officer Assistant
Personal Trust Pty Ltd
06.2018 - Current
Trade Settlement and Income Collection Assistant
Personal Trust Pty Ltd
06.2016 - Current
Offshore Administrator
PERSONAL TRUST INTERNATIONAL
06.2015 - 06.2016
NFS Department
UNION LIFE
08.2013 - 04.2014
Premium Collections
UNION LIFE
08.2013 - 04.2014
Sales assistant
WOOLWORTHS
12.2012 - 01.2013
Filing Clerk
UNION LIFE
07.2012 - 05.2013
MATRICULATED AT - English, Afrikaans, Mathematical Literacy, Business studies, Geography, History, Life Orientation
Athlone High School
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