Global Business Administrator

• Sep 2019 - Present

Global Support Leader

• Mar 2019 - Jul 2019

Executive Assistant to Vice President- International Pensions and New Business

• Jan 2018 - Feb 2019

Business Administrator/ PA to Senior Wealth and Tax Consultant

• Aug 2017 - Dec 2017

Freelance Open-Source Librarian

• Jun 2017 - Aug 2017

Administrator

• Mar 2014 - Jun 2017

Job Overview: Responsible for providing administrative support to the Area Managers and Consultants in terms of the following: * Process new business applications * Maintain the client database on NAV Global * Wash and resolve leads on the Contacts Washing System (CWS) * Maintain a reasonable, well-updated pipeline and ensure pending requirements are addressed at the earliest time to issue the business * Ensure that all dealing instructions, fund switch form and professional portfolio management requests placed. * Scan and file all relevant client documents ( from Fact Finds to latest change of Credit Card details and change of agencies) * Process policy documents before sending out to servicing consultants * Generate valuations and illustrations if required and necessary * Book medicals for clients when required. * Disseminate premium arrears * Submit reports as required * Other duties assigned Show less

Sales Administration Assistant

• Mar 2011 - Mar 2014

Job Overview: Responsible for providing administrative support to the Sales/ District Manager and the District itself; Carries out a wide range of organizational and administrative tasks, and to liaise confidently with colleagues and clients face-to-face, on the telephone and in writing. KEY DUTIES & RESPONSIBILITIES: • Scheduling appointments with prospective clients. • Preparing and checking completed paperwork for clean new business applications. • Tracking the ‘new business pipeline’ and following up with items as required. • Maintaining records and computer files and ensures updated client database. • General clerical duties e.g. dealing with correspondence, scanning and e-filing. • Scheduling servicing appointments with existing clients. • Handling routine servicing requirements. • Attending appropriate training courses. • Any other administrative duties as required to ensure the smooth and efficient running of the sales team. • Cold calling and fixing appointments for prospective clients (ave. 40-60 calls per day). • Monitoring team sales target and achievement. • Keeps track and collates monthly fund performance per provider. • Coordinates with company HR and Legal Department on recruitment processing, requirements and formalities involved in expanding the district. Show less

Telesales Representative

• Jan 2011 - Mar 2011

* Cold calling prospects to sell out the exclusive membership of the hotel. * Cold calling prospects to sell out the exclusive membership of the hotel.

Chief Librarian, Head of Library Services Department

• Mar 2010 - Jan 2011

The Chief Librarian would need to: • Provide strategic direction and leadership in advancing the Institute’s teaching and research mission through the adoption of emerging technologies and sound fiscal management. Library activities include leading the review, formulation and implementation of progressive library policies, practices, initiatives and processes to support the Institute’s mission and goals and meet its vision and objectives. • Ensure cost effectiveness in all aspects of library operations. • Generate innovative ideas; assume leadership in areas of acquisition, dissemination, and preservation of knowledge; develop and implement a vision for the library in support of the institution's strategic plan and build a strong and effective team within the library; strengthen communication and information flow between the library and its constituents, and manage the library’s multifaceted operations strategically. • Work towards building positive and compelling workplace culture at the IMCC library. This includes the Library Annex (grade school and pre-school) • Supervise Librarians, Deputy Librarians, Assistant Librarians, and library assistants. Show less

Human Resources - Training Asst/ Company Librarian

• Dec 2004 - Dec 2008

Works with Human Resource Department; Assists through field training on campus recruitments among top performing colleges and universities; coordinates job fairs and job advertisements; administers qualifying examinations(IQ, Supervisory Skills, Personality and Work Attitude Tests) for applicants, conducts Plant Tour Orientation for new employees and visitors; provides technical support to HR services---from hiring to firing process; endows HR analysts with support in monitoring regular performance evaluation of employees.; Takes charge of all professional responsibilities and technical activities of the company library---from acquisitioning of materials, cataloguing and classification, organization, management and maintenance. Show less