Experience

Netto Invest (Pty) Ltd
• South Africa
• Financial Services
• 1 - 100 Employee
• Client Portfolio Administrator

  • Oct 2017 - Present


Great Expectations Maternity Transition Coaching Consultancy

• Personal Assistant

  • Apr 2017 - Oct 2017

  I am responsible for providing administrative support to the CEO. As personal assistant my role focuses on: - Diary management – this includes arranging weekly appointments and managing any changes. - Organisation of documents and creating templates – I have developed a filing system on Dropbox to ensure that documents are up to date and easily accessible. I have created administrative templates to make work processes consistent and more efficient. - Client reporting – I am responsible for collating data and compiling this information into monthly client reports. Key skills: - Communication: I communicate with clients daily, providing helpful and prompt feedback in a professional manner. - Organisation and efficiency: I have created an efficient work system to create and access client documents; I make any last-minute changes to the CEO’s diary, making sure that these changes are accurate and seamless. - Accuracy: compiling client reports requires attention to detail to ensure accuracy and consistency. Show less



African Agenda

• South Africa
• Events Services
• 1 - 100 Employee

• Conference Co-ordinator Assistant

  • Jul 2015 - Apr 2017

  I was responsible for the programme management of several local and international conferences, collectively involving several thousand delegates each year. As programme manager my role focuses on: Planning and coordination of each conference programme – this included the intricate detail of planning each conference proceedings down to the last minute, and communicating, liaising and managing each speaker’s abstract, invitation and session details. Attendee coordination – I have managed 300 accommodation bookings over a 6-week period for a particularly challenging conference. This involved handling ongoing change requests that required a very keen eye for detail and a lot of patience. Key skills: - Planning: I have planned and organised 10 conferences for local and international clients. - People and communication skills: my role requires that I work well in a team and communicate professionally and effectively with clients and delegates. - Proactive, efficient: I am known for getting the job done - I approach my work efficiently and diligently. Show less



Maitland

• South Africa
• Financial Services
• 100 - 200 Employee

• Fund Accountant - Traditional Funds

  • Oct 2014 - Jun 2015

  I was part of the Unit Trust pricing team. This was a deadline-driven role that required the accurate and timely calculation of 23 unit trust funds’ on a daily basis. Pricing of Unit Trust funds: this includes the thorough checking, and re-checking of each fund’s pricing within a tight deadline. This sometimes involved dealing with last minute changes, queries that required a high attention to detail, patience and the efficient handling of any deadlines not met. Client communication: Communicating and responding to all queries promptly, professionally and resolving any problems before the end of each day. Key skills: - Accuracy: I have a keen eye for detail and this was necessary to ensure the accurate pricing of funds. - People and communication skills: I worked in a small team of 6 members and it was necessary to work well together to ensure that the fund prices were accurate and distributed to the client on time. Show less



Curo Fund Services

• South Africa
• Financial Services
• 100 - 200 Employee

• Portfolio Administrator

  • Mar 2012 - Sep 2014

  I was a Team Specialist on the Unit Trust trade team responsible for the processing of international and local trades. Trade processing: my role focused on the daily processing of trades for some of South Africa’s largest fund managers. Team specialist: I provided supervisory support to team members, identified areas of risk and implemented new risk reduction processes. Key skills: - Accuracy: completing and authorising trades that involved millions of Rands required an incredible degree of accuracy. - Careful time management: on occasion we would need to complete high volumes. Show less



Aurum Research Limited

• Canada
• Research Services
• 1 - 100 Employee

• Junior Fund Administrator

  • Mar 2010 - Dec 2011

  I was a member of the Fund Administration team, which was responsible for all administrative tasks relating to the Aurum Funds. Monthly pricing check: at month-end, I would reconcile three of the Aurum funds – reconciling the shares and cash for each portfolio. Processing of monthly and foreign trades: I was responsible for processing market trades and foreign currency trades for the funds allocated to me. General administration of funds: on a daily basis, I completed a cash flow reconciliation and projection, answered client queries and collated the daily prices for underlying funds. Key skills: Eye for detail: fund price checking was a meticulous process that required a keen eye for detail; anomalies needed to be communicated to clients quickly and efficiently. Professional communication: providing helpful and prompt feedback was important part of my role and key to maintaining our client relationships. Show less



ResAfrica

• 1 - 100 Employee

• Travel Consultant

  • Feb 2008 - Feb 2009

  I processed and managed online accommodation and car hire bookings. We were the booking agent for approximately 500 accommodation establishments and two car hire companies across South Africa. I processed and managed online accommodation and car hire bookings. We were the booking agent for approximately 500 accommodation establishments and two car hire companies across South Africa.