Summary
Overview
Work History
Education
Skills
Certification
Driver License
Personal Information
Vaccinated For Covid
References
Timeline
Teacher
Thandokazi Pearl Zozi

Thandokazi Pearl Zozi

Project Resource Planner

Summary

Detail-oriented professional with a proven history of streamlining processes and delivering valuable administrative support. Provides accurate and thorough production paperwork. Prioritizes deadline adherence with timely responses to complex production concerns. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

9
9
years of professional experience
4
4
Certifications
3
3
Languages

Work History

Project Resource Planner

BDO
7 2022 - Current
  • Responsible for the planning and overseeing of all projects to ensure they are completed timely and within the specified budget
  • Monitoring the progress of staff and keep all parties informed the entire time, including liaising with BDO United Kingdom Offices to ensure deadlines are met
  • Responsibility for managing the performance and development of the team
  • Responsible for planning, overseeing, and ensuring projects are done on time
  • Client invoices and credit notes processing
  • Financial year budgeting & forecasting for the department
  • Biweekly & Monthly Invoicing/ Billings.

Executive Assistant to General Manager

Assupol Life
09.2018 - 06.2022
  • Review proposals, invoices, travel claims and submit for approval
  • Provide input in the planning and compilation of the regions annual budget aligned to the delivery plans to support the implementation of set objectives
  • Ensure the effective implementation, management, monitoring of the regions budget, and mitigate and report on any changes
  • Make Payments and Monthly audits on the region's expenditures
  • Daily reporting on regions performance
  • Ensure that all queries from clients and staff are addressed and resolved as per the Standard Operating Procedures and Service Level Agreements
  • Business analysis with the use of business intelligence
  • Handle all sponsorship requests (internal and external)
  • Ensure the compilation and review of branch reports to measure success and inform the business decision-making process
  • Ensure that filing is done accurately and timeous.

Client Services Administrator

Assupol Life
11.2017 - 09.2018
  • Fostering strong rapport, retention, and client satisfaction
  • Maintained accurate record-keeping with proactive attention to client information updates
  • Updated stakeholders on client account information and newly acquired accounts
  • Effective liaison between clients and internal departments
  • Liaise with relevant departments to gather information to resolve clients' queries
  • Verify claims documents as per standard procedure
  • Keep claims register up to date
  • Prepare monthly statistical reports for audits
  • Keep record & filing systems up to date
  • File and keep documentation for a period as required by the legislation (FSCA).

Internship

Alexander Forbes
04.2015 - 02.2017
  • Provided effective, efficient, and professional service to all our clients both telephonically and through written correspondence
  • Accurately identified problems and proactively resolved them
  • Accurately captured and checked new business documentation
  • Collated, compiled, and distributed documents to the required standards timorously
  • Attended to all queries in a professional and friendly manner to provide an excellent client experience
  • Screened and routed all queries received to appropriate stakeholders
  • Accurately captured client information on the relevant system
  • Compiled and checked the relevant document to process policy amendments within service agreement and authority levels.

Education

Master of Business Administration -

Unicaf university of Zambia

Advanced Diploma in Financial Markets and Investments - undefined

University of Johannesburg

Honors in Administration: Public Administration - undefined

University of Zululand

Bachelor of Administration - undefined

University of Zululand

Matric (Grade 12): Accounting, Economics & Business studies - undefined

Pinehill Private school

Skills

undefined

Certification

Advance certificate in business and entrepreneurship development, UNISA school of business leadership, Pretoria, GP, 12/2018

Driver License

Code 8 - Code B

Personal Information

  • ID Number: 9212241201088
  • Gender: Female
  • Nationality: South African
  • Marital Status: Single

Vaccinated For Covid

Yes

References

  • Deputy Head of Sales, Assupol life, Malala Ndlazi, Marketing & Sales, 083 254 9146/ 012 366 3700, malalan@assupol.co.za
  • Senior manager, Alexander Forbes, Leanne Harrington, Financial services KZN, 031 573 8000, harringtonle@aforbes.co.za

Timeline

Executive Assistant to General Manager

Assupol Life
09.2018 - 06.2022

Client Services Administrator

Assupol Life
11.2017 - 09.2018

Internship

Alexander Forbes
04.2015 - 02.2017

Project Resource Planner

BDO
7 2022 - Current

Master of Business Administration -

Unicaf university of Zambia

Advanced Diploma in Financial Markets and Investments - undefined

University of Johannesburg

Honors in Administration: Public Administration - undefined

University of Zululand

Bachelor of Administration - undefined

University of Zululand

Matric (Grade 12): Accounting, Economics & Business studies - undefined

Pinehill Private school
Thandokazi Pearl ZoziProject Resource Planner