Experience

Old Mutual Financial Network

• Personal Assistant



Precision Planning

• Support Consultant / Junior Paraplanner

  • Jan 2021 - Jun 2022

  All of which is done under the supervision and guidance of my senior Elani Kirsten.Subject but not limited to:• Estate Planning• Full Needs Analysis (FNA) to determine estate liquidity at death, disability, Illness and Retirement• Investment Planning• Retirement Planning / Cash Flows (accounting for different scenarios and income needs/provisions)• Generated projections illustrating clients current Life insurance, as well as including the clients “full needs” quotations according to Financial Needs Analysis done. And then including “like for like” quotes from different FSP’s for quality and affordability purposes.• Compiling “like for like” projections/presentations in line with house view plans, comparing products from various FSP on investments. Illustrating findings on overall performance, risk ratio (RR) as well as the total expense ratio (TER) pertaining to all fees involved (admin/policy/platform/advisor/fund) done over a certain restriction period and/or since inception. And providing brokers with an informative summarised statistical analysis report to present to clients.• Annual Reviews and reporting done on Long Term Insurance as well as Investments• Data capturing• Drafting of ROA’s• Request quotations for various products (Risk/Investment/Retirement)• Provide general administrative and clerical support• Provide general assistance to my superiors

• Support Consultant / Junior Paraplanner

  • Jan 2021 - Jun 2022



Old Mutual Financial Network (Herbs, Minni & Associates)

• City of Johannesburg, Gauteng, South Africa

• Practice Manager & Administrative Clerk / Sales Consultant

  • Jan 2019 - Jun 2022

  • Manage Duties are subject to specific projects given, each project being individually managed by herself • Provide general administrative and clerical support • Schedule appointments, Prepare correspondence and documents • Maintain appointment diary either manually or electronically • Answer telephone, screen calls and direct calls to correct people • Providing accurate and sound information in a user-friendly manner • Proactively managing the clients’ expectations • Maintain Highly professional manner • Reflect the brand image and customer ethos of Old Mutual • Deal with queries from the public and customers • Annual Portfolio Review Reports • Income Reviews / Fee Renewals • Annual Reviews • Case Submission • E-Filing • Data Capturing • Overall administrative duties



Admi HUB

• South Africa

• Admin Support Consultant

  • Jan 2022 - May 2022

  • Manage Duties are subject to specific projects given, each project being individually managed by herself • Provide general administrative and clerical support • Schedule appointments, Prepare correspondence and documents • Providing accurate and sound information in a user-friendly manner • Proactively managing the clients’ expectations • Maintain Highly professional manner • Reflect the brand image • Deal with queries from the public and customers • Annual Portfolio Review Reports • Income Reviews / Fee Renewals • Annual Reviews and Special reviews • Case Submission • E-Filing • Data Capturing • Overall administrative duties



Efficient Wealth (Pty) Ltd

• South Africa
• Financial Services
• 100 - 200 Employee

• Support Consultant/Analysist

  • May 2018 - Feb 2019

  • Provide general administrative, planning, and clerical support throughout • Holistic Estate Planning for individuals and businesses / Capturing of all data (assets and liabilities) • Retirement Planning / Cash Flows (accounting for different scenarios and income needs/provisions) • Full Needs Analysis (FNA) to determine estate liquidity at death, disability, Illness and Retirement • Generated projections illustrating clients current Life insurance, as well as including the clients “full needs” quotations according to Financial Needs Analysis done. And then including “like for like” quotes from different FSP’s for quality and affordability purposes. • Compiling “like for like” projections/presentations in line with house view plans, comparing products from various FSP on investments. Illustrating findings on overall performance, risk ratio (RR) as well as the total expense ratio (TER) pertaining to all fees involved (admin/policy/platform/advisor/fund) done over a certain restriction period and/or since inception. And providing seniors with an informative summarised statistical analysis report to present to clients. • Prepare all documents and information on Excel to present to supervisor, illustrating growth and performance and suggested comparisons (building of formulas, charts and graphs) • Generating detailed Monthly Portfolio Reports for high prospect clients calculating and illustrating all IRR’s & XIRR’s • Make quick assessments of the customer’s needs and proactively address all requests • Calculated Tax implications. Interest bearing Tax (Capital Gains Tax), Estate Duty Tax, Income Tax. Tax exemptions • Request client information from various FSP in a timely fashion to provide statistical and analytical feedback • Prepare correspondence and documents with clients within a timely manor • Prepare correspondence and documents with institutions • Answer telephone, screen calls and direct calls as well as maintain good client relationships



OLD MUTUAL – Christiaan Herbst & William Botes

• Gauteng, South Africa

• Administration Manager / Sales / Support Consultant

  • Jan 2015 - Apr 2018

  • Manage Duties are subject to specific projects given, each project being individually managed by herself • Provide general administrative and clerical support • Effective convert outbound calls to sales through effective telesales techniques • Achieve monthly sales goals by maintaining effective outbound schedule of high potential call activities • Prepare correspondence and documents • Schedule appointments • Maintain appointment diary either manually or electronically • Answer telephone, screen calls and direct calls to correct people • Providing clear and correct information in a user-friendly manner • Proactively managing the clients’ expectations • Active listening and communication style • Reflect the brand image and customer ethos of Old Mutual • Deal with queries from the product providers and clients • Compile quotations for prospective clients (Like for Like) • Quote activations • Generate new business • Handle claims • Annual Portfolio Review Reports • Submitting of Cases • E-Filing • Data Capturing



COGENT LAW - PARABIS SA

• Gauteng, South Africa

• Settlement Unit Administrator (Debtors & Creditors)

  • Jan 2013 - Jul 2015

  • Recovery of client damages cheques • Recovery of Parabis SA's cheques • Telephone contact client and Third-party Insurers • Providing clear and correct information in a user-friendly manner • Maintaining Diary to Do list • Third Party Insurers/Client queries • Proactively managing the client’s expectations • Using clear and plain explanations and terms, with a friendly, empathetic and reassuring attitude • Reflect the brand image and customer ethos of Parabis SA • Proactively pursuing for outstanding client or office monies by telephone and faxed correspondence. • Dealing with Medico Legal invoice queries. • Liaising with Parabis SA, Accounts Assist. • Schedule payments • Arrange Cheques for processing • Manage payment arrangements • Keep detailed records of all correspondence (minutes, emails, letters) • Lease with third party claims • Finalise and closing files ready to be archived



MANGO 5 (Pty) Ltd

• Cape Town, Western Cape, South Africa

• Receptionist, Personal Assistant & Telemarketer

  • Jan 2011 - Sep 2013

  Responsibilities: 1. Receptionist and Personal Assistant • Answer incoming calls, screen and direct calls to correct persons • Take and relay messages, Provide information to callers • Greet persons entering organization and direct them to relevant department • Deal with queries from the public and customers • Ensure knowledge of staff movements in and out of organization • Monitor visitor access and maintain security awareness • Provide general administrative and clerical support • Prepare correspondence and documents • Receive and sort mail and deliveries • Maintain appointment diary either manually or electronically • Organize conference and meeting room bookings • Co-ordinate meetings and organize catering • Monitor and maintain office equipment • Control inventory relevant to reception area 2. Outbound Telesales Consultant for Standard Bank Insurance • Effective convert outbound calls to sales through effective telesales techniques • Achieve monthly sales goals by maintaining effective outbound schedule of high potential call activities • Make quick assessments of the customer’s needs and proactively address all requests • Keep up with daily/monthly targets