Xenia Abrahams
Gqeberha
Summary
Professional office administrator with 12-years experience. Skilled in office administration, business communications, team collaboration and qualitative and quantitative analysis. Proven to bring streamline complicated operations in fast-paced environment. Manages diversified office administrative functions, manage events, offer customer assistance and provide team support.
Overview
14
14
years of professional experience
Work History
Administrator & Financial Planner
Marlin Financial Services t/a Marlin Bluestar
Gqeberha
03.2012 - Current
- Contribute towards the maintenance of existing customer relationships with the company; in-line with the company service process and the differentiated service model accepted by the company to ensure maximum customer retention is achieved.
- Ensure all procedures,documentation and business meets the compliance requirements of FAIS.
- Organized special events such as company events or trips for directors.
- Prepared reports on various projects for management review.
- Created presentations using Microsoft PowerPoint for senior management team members.
- Developed spreadsheets to track project progress, budgets and other related data.
- Conducted research on requested topics using reliable sources.
- Compiled statistical data from a variety of sources for analysis purposes.
- Ensured that all paperwork was completed accurately before submission deadlines.
- Designed forms and templates to streamline workflow processes within the organization.
- Appraised, forecasted and determined conditions and strategies to achieve goals and objectives.
- Maintained positive working relationship with fellow staff and management.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Set specific goals for projects to measure progress and evaluate end results.
- Determined consumer needs to provide products and services appealing to larger market.
Administrative Assistant
The Meadow Group
Gqeberha
01.2011 - 02.2012
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Handled confidential documents in an organized manner according to established protocol.
- Scheduled appointments between clients, advisors and internal staff members.
Sales Agent
Altech Autopage
Gqeberha
06.2009 - 12.2010
- Generated leads through cold calling, online searches, and referrals from existing clients.
- Developed relationships with customers by providing excellent customer service.
- Followed up with prospects on a regular basis to ensure satisfaction with services provided.
- Negotiated contracts with customers to secure sales deals.
- Provided product demonstrations to potential buyers.
- Performed daily analysis of sales figures to identify areas of improvement within the team's performance.
- Identified opportunities for cross-selling additional products and services.
- Evaluated competitor offerings regularly to stay ahead of the competition.
- Regularly met or exceeded established sales goals by implementing strategic closing techniques.
- Drove sales through development of successful promotional strategies and product placement.
- Processed orders through company system and coordinated product deliveries.
Education
Wealth Management NQF 5 Certificate - Financial Planning & Wealth Management
INSETA
Gqeberha06.2017
Financial Planning Certification - Financial Planning And Services
GqeberhaGqeberhaGqeberhaGqeberhaGqeberhaAutopageSanlam Distribution Academy
Cape Town10.2015
First Level Regularity Examinations - RE1
Moonstone
Gqeberha05.2015
High School Diploma -
Gelvandale Senior Secondary School
Gqeberha12.2003
Skills
- MS Office
- Stakeholder Relations
- Performance Improvement
- Project Management
- Resourceful and Analytical
- Events Coordination
- Customer Service
- Documentation and Reporting
- Personable and Approachable
- Administrative Support
- Team Collaboration
- Work Planning and Prioritization
Languages
English
First Language
Afrikaans
Proficient (C2)
C2
Timeline
Administrator & Financial Planner
Marlin Financial Services t/a Marlin Bluestar
03.2012 - Current
Administrative Assistant
The Meadow Group
01.2011 - 02.2012
Sales Agent
Altech Autopage
06.2009 - 12.2010
Wealth Management NQF 5 Certificate - Financial Planning & Wealth Management
INSETA
Financial Planning Certification - Financial Planning And Services
GqeberhaGqeberhaGqeberhaGqeberhaGqeberhaAutopageSanlam Distribution Academy
First Level Regularity Examinations - RE1
Moonstone
High School Diploma -
Gelvandale Senior Secondary School
References
References available upon request.
References
References available upon request.
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