Experience

NextGen Benefits
• Canada
• Insurance
• 1 - 100 Employee
• Sales Support

  • Jan 2023 - Present

RBC
• France
• Design Services
• 1 - 100 Employee
• Banking Advisor

  • Jul 2021 - Jan 2023

Xylotek Solutions Inc.
• Canada
• IT Services and IT Consulting
• 1 - 100 Employee
• Accounting and Office Administrator

  • Mar 2021 - Jun 2021


Nolands

• South Africa
• Accounting
• 100 - 200 Employee

• Senior Accounting Clerk

  • Aug 2018 - Jan 2020

  Monthly processing of clients' (mostly companies) value added tax on Pastel 2009 and 2017. Sorting company's sales and purchases invoices according to dates and capturing data on Pastel. Confirming whether invoices were valid tax invoice, if not, requested reprints from clients and suppliers. Registered new companies and amended details of existing companies (director / shareholder / address changes) on Company and Intellectual Property website - requested documents from client and compiling them to be submitted. Issuing of share certificates and updating share register. Assisting on audits of construction companies and tender reviews of municipalities. Debt collection - phoning company clients regarding outstanding accounts. Reviewing and amending staff employment contracts. Summarizing client's medical expenses for 12 months on Excel. Employer Reconciliation Declaration - reconciliation of monthly staff deductions for the client for 6 and 12 month tax periods according to client's figures and figures submitted to the Revenue Service, data sets captured on Excel, used build in formulas to calculate desired results. Various office administrative functions such as handling petty cash, buying office supplies, processing employee time sheets, running canteen and canteen stock take as well as organising office functions. Show less



LegalWise

• United States
• Legal Services
• 1 - 100 Employee

• Legal Advisor

  • Jun 2016 - Jul 2018

  Consulted with 10 external members of the company daily providing legal advice and assistance regarding a wide variety of legal issues with customer care and dispute resolution as the main focus.Gave telephonic legal advice to members who phoned the call centre.Opened files and captured consultation data on Lezadex system (type of matter, advice given, action to be taken) and uploaded all documents received from member to the system. Phoned third parties during consultation to attempt to resolve the dispute immediately.Drafted letters of demand / complaints and diarised files to be followed up on a bi-monthly basis. Drafted contracts - lease agreements, sale agreements, last will and testaments, acknowledgement of debt, etc., on Microsoft Word and Lezadex.Dealt with an average of around 180 files at any given time.Types of matters included: Breach of contract issues.Debt collection as well as making payment arrangements on behalf of members. Intervention with insurance and medical aid repudiations. General service delivery complaints. Complaints against municipalities and other state organs.Advice on different marital regimes and family law issues. Claims related to damage to property.Neighbour disputes. Noise complaints. Labour disputes.Legal research, etc. Also dealt with member complaints in person, telephonic and in writing on a daily basis. Show less

• Claims Assessor

  • Jun 2015 - Jun 2016

  Evaluating 40 new claims a week.Processing new claims based on policy schedule and type of cover taken and capturing data on Lezadex claims system. Drafting confirmation of cover and repudiations letters on Microsoft Word and Lezadex. Responding to written, telephonic and verbal inquiries from attorneys as well as members. Processing 50 payment of claims a week on Lezadex system. Diarising claim files to follow up on matters on a future date.Following up on 50 diarised files a week.Also dealt with member complaints in person, telephonic and in writing focussing on problem solving and customer satisfaction. Show less



Old Mutual South Africa

• South Africa
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Jan 2015 - Apr 2015

  Obtaining and phoning 100 leads a week. Scheduling appointments with potential clients. Meeting with new clients and preparing a financial needs / risk analysis based on client's profile. Selling short and long term policies to minimize potential future losses. Meeting set monthly targets. Obtaining and phoning 100 leads a week. Scheduling appointments with potential clients. Meeting with new clients and preparing a financial needs / risk analysis based on client's profile. Selling short and long term policies to minimize potential future losses. Meeting set monthly targets.



Hill, McHardy & Herbst

• South Africa
• Law Practice
• 1 - 100 Employee

• Candidate Attorney

  • Jan 2013 - Dec 2014

  Consulting with clients under supervision. Attending consultations at counsel including preparation of briefs. Preparing and calculating client and debtor accounts. Drafting court documents and contracts under supervision. Attending court proceedings. Appearing in court in debt collection, maintenance and some criminal matters. Debt collection - from phoning on behalf of clients, making payment arrangements to starting the litigation process and appearing in court. Assisted with lodging claims against the Road Accident Fund. Assisted with divorce matters. Delivering documents to clients, court and other attorneys. Show less