Microsoft Office: Outlook, PowerPoint, Excel and Word
Tersia Lombard
Personal Assistant And Divisional Administrator
Alberton
Summary
- Dynamic professional with a proven track record of success and stability.
- Strong interpersonal skills and exceptional organizational abilities.
- Experienced Personal Assistant/Executive Assistant, skilled in working both independently and as part of a team.
- Known for a strong work ethic, integrity, and the ability to prioritize tasks effectively.
- Quick and accurate typist with a professional and courteous communication style.
- Thrives under pressure and maintains composure in challenging situations.
- Fully computer literate and a versatile professional ready to make an impact.
Overview
31
31
years of professional experience
10
10
years of post-secondary education
Work History
Personal Assistant and Divisional Administrator
South African Institute of Chartered Accountants (SAICA)
06.2017 - Current
- Personal Assistant and Divisional Administrator to the Brand & Marketing Division
- Coordinate administrative functions, including arranging meetings, compiling agendas, and distributing materials for reports and presentations
- Ensure the integrity of documents through detailed review, formatting, and archiving to maintain accuracy and consistency
- Administrative efforts for key submissions, including: Quarterly CEO Reports, Stakeholder Map Reports, B&M Manco Weekly Status Reports, Monthly Integration Session Reports
- Manage travel arrangements for Senior Executive and team members, ensuring timely and efficient engagements with stakeholders
- Oversee the planning, scheduling, and execution of departmental staff meetings, including presentation preparation and comprehensive minute-taking
- Develop and manage the Divisional Budget Tracker to ensure accurate financial oversight.
- Oversee the financial management processes within the B & M Division, ensuring alignment with budgetary goals.
- Manage the B & M budget and cost codes to prevent both under- and overspending.
- Take overall responsibility for timely and accurate financial administration.
- Prepare, issue, and track POs, ensuring they feed into the monthly management accounts.
- Handle day-to-day financial inquiries and efficiently manage financial processes to minimize overdue payments.
- Skills Demonstrated in This Role: Organisational Support & Administrative Coordination, Strong Financial Acumen & Financial Analysis, Travel Coordination & Logistics Management, Document Management & Report/Presentation Support, Meeting Planning, Scheduling & Execution, Adaptability & Team Collaboration, Problem Solving & Process Improvement
Executive Assistant to Managing Director - IARCS
KPMG South Africa
10.2006 - 03.2015
- Managed call screening, applying discernment to guide callers effectively
- Orchestrated diary management and facilitated internal and external meetings
- Oversaw the arrangement of domestic and international travel planning
- Lead planning of international and local conferences, and group meetings
- Managed the coordination of Strategy Conferences, monthly IARCS National Partners meetings for 30 Internal Audit partners, and weekly Markets meetings for the Managing Director
- Prepared partner meeting packs and presentations, attending and recording minutes as required
- Demonstrated expertise in designing and formatting presentations, reports, and related materials
- Compiled data from CRM (Internal Audit system) to assess client opportunities, targeting prospects, and work-in-progress reports
- Efficiently managed expense capturing in Oracle finance system
- Ensured consistent submission of timesheets on a weekly basis, maintaining meticulous oversight
- Adapted flexibly to evolving job responsibilities and an expanding role
- I supervised a team of four Junior Executive Assistants and also contributed to the mentorship program for junior assistants, providing guidance and support in their professional development.
- Led enhancement of the Support Staff structure, improving partnership and staff service
- Identified essential tasks to achieve optimal service levels for the IARCS business unit partners and staff
- Addressed potential obstacles and challenges, proactively seeking solutions to maintain seamless service delivery
- Promoted continuous and reliable communication within the support staff structure
- Offered consistent backup and assistance as needed
- Tracked and followed up on delegated tasks to ensure adherence to deadlines
- Assumed the role of Project Administrator for Audit staff on significant projects, including Murray & Roberts and The JD Group (Aug'10 to May'11)
- I oversaw the planning and execution of the department's annual internal strategy session, held over 2-3 days, which included coordinating all logistics, travel arrangements, and preparing session packs and presentations. Additionally, I organized the department's annual year-end function for a staff of 320 people.
- Skills Demonstrated in This Role: Leadership & Supervision, Communication Proficiency, Stakeholder Engagement, Time Management, Event Planning & Coordination, Problem Solving, Organisational Excellence, Proven Record of Adaptability, Technical Proficiency, Detail Orientation, Project Management, Mentorship & Team Collaboration, Documentation Management
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Personal Assistant to Director
Alexander Forbes Risk Services (Pty) ltd.
09.1998 - 04.2006
- ISO 9001 Quality Administrator
- Executive diary management
- Meeting coordination and documentation
- Document and system management
- Report generation and formatting thereof
- Transcription proficiency
- Senior and consultant travel coordination
- Presentation preparation
- Comprehensive secretarial duties
- Mail Management
- Financial administration
- Stationary procurement
- Call redirection, mainly to senior consultants
- Confidentiality and administrative expertise
- Skills Demonstrated in This Role: Secretarial Proficiency, Financial Administration, Confidentiality, Customer Service, Quality Control, Problem Solving, Leadership, Attention to Detail, Time Management
Personal Assistant to Q.K. Quait & B. Walls
Liberty Life Insurance Company
11.1994 - 09.1998
- Financial analysis and client data management
- Prepared financial analyses and captured client details using specialised software (Blueprint)
- Managed the seamless coordination of medical appointments for clients
- Correspondent excellence (precision in typing and drafting)
- Underwriting process management (from receiving requirements to meticulously following through until policy acceptance)
- Expense claims administration (managed monthly expense claims)
- Secretarial proficiency (including filing, faxing, typing, and mail handling)
- Skills Demonstrated in This Role: Client Data Management, Written Communication, Process Management, Expense Claims Administration, Software Proficiency
Assistant Manager & Sales Consultant
Panasonic Solutions for Business
01.1994 - 11.1994
- Retail shop management and dealer redistribution
- Managed the operations of the retail shop while ensuring seamless redistribution to authorised dealers
- Financial management (banking activities, reflecting precision, and responsibility for financial transactions)
- Administrative proficiency (filing, faxing, typing account for dealers)
- Internal sales coordination (managing processes for streamlined operations)
- Active meeting participation (dedicated attendee in meetings, offering valuable insights, and contributing to team discussions)
- Skills Demonstrated in This Role: Retail Management & Logistical Coordination, Distribution Coordination, Sales Coordination, Customer Relationship Management
Education
National Senior Certificate (NSS) -
Die Varing (Now Dinamika)
Alberton 01.1989 - 01.1993
Tertiary Education - undefined
Randhart Primary School
01.1982 - 01.1988
Skills
- Organisational Support & Administrative Coordination
- Strong Financial Acumen & Financial Analysis
- Travel Coordination & Logistics Management
- Document Management & Report/Presentation Support
- Meeting Planning, Scheduling & Execution
- Adaptability & Team Collaboration
- Problem Solving & Process Improvement
- Leadership & Supervision
- Communication Proficiency
- Stakeholder Engagement
- Time Management
- Event Planning & Coordination
- Organisational Excellence
- Proven Record of Adaptability
- Technical Proficiency
- Detail Orientation
- Project Management
- Event planning
- Time management
- Administrative support
Software
Oracle, Microsoft GP, Pastel, Sage 300, CRM
Interests
Outdoors
Hiking and Cycling
Interior decorating
Cooking
Additional Information
References:
Quinton Quait - Liberty Life (now at Oracle Brokers)
082 441 7266
Ashley Smith - KPMG - Head of Internal Audit
011 647 7111
Serge de Castro - KPMG
011 647 7111
Willi Coates - SAICA
082 777 9414
Pondo Belot - SAICA
011 621 6600
Timeline
Personal Assistant and Divisional Administrator
South African Institute of Chartered Accountants (SAICA)
06.2017 - Current
Executive Assistant to Managing Director - IARCS
KPMG South Africa
10.2006 - 03.2015
Personal Assistant to Director
Alexander Forbes Risk Services (Pty) ltd.
09.1998 - 04.2006
Personal Assistant to Q.K. Quait & B. Walls
Liberty Life Insurance Company
11.1994 - 09.1998
Assistant Manager & Sales Consultant
Panasonic Solutions for Business
01.1994 - 11.1994
National Senior Certificate (NSS) -
Die Varing (Now Dinamika)
01.1989 - 01.1993
Tertiary Education - undefined
Randhart Primary School
01.1982 - 01.1988
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