Experience

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  Trigger Capital

  • Pretoria, Gauteng, South Africa

  • Business Consultant

    • Jun 2018 - Nov 2019
    • Pretoria, Gauteng, South Africa

    Support the financial advisor in serving clients by preparing for meetings, conducting research on financial products and constructing preliminary financial planning recommendations. Provide ongoing business and administrative support. Assist the advisor with preparing pre- and post- presentation documentation such as the financial portfolio analysis, needs analysis, record of advice and product comparisons. Ensure paperwork is in order and submitted for capturing of cases. Track the new business process and confirm the issuing or cancellation of business. Answer client inquiries as it relates to servicing of their accounts. Manage the advisor’s calender and schedule appointments. Administer short term insurance duties. Monitor the commission statement and payments. Initiate and execute marketing campaigns to generate new business. Provide ongoing communication and support to the client base. DELIVERED RESULTS: Doubled the book value of the ongoing commission generated out of short-term insurance in less than a year.  Proven ability to generate new business through cold calling, email campaigns, marketing events and networking.  Successfully organised, marketed and coordinated all Vitality Wellness Days.  Provided excellent administration, customer service and marketing support. Promptly resolved customer service issues and answered financial questions.

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  Limpopo Dairies (Pty)Ltd

  • Makhado, Limpopo, South Africa

  • Administrative Assistant

    • Feb 2017 - May 2018
    • Makhado, Limpopo, South Africa

    Ensured that the Food Safety and Health and Safety Management System is established, documented, approved, maintained and distributed throughout the company. Took part in the review process to ensure compliance with all legislation and regulations and the continual improvement of the FSMS. Ensured accessibility, traceability and accuracy of FSMS and SHE documents. Verified and captured raw material supplier invoices and credit notes, obtained supplier statements and reconciled all raw material supplier accounts. Assisted in managing and maintaining the company’s stock levels by purchasing, replacing and distributing raw materials. DELIVERED RESULTS: Proven ability to establish and maintain an effective filing and archiving system for paper and electronic documents in accordance with company and archiving features.  Able to maintain a high level of productivity and accuracy in a fast-paced environment. Worked in conjunction with the Food Safety consultant to update the Food Safety Management System to Version 4.1 in preparation for the FSSC 22000 audit. Implemented a controlled document system for all SHE related documentation.  Implemented key health and safety processes and methods.  Conducted the first risk assessments and safe operating procedures on machinery around the premises. Efficiently reconciled all the raw material supplier accounts.  Processed, verified and reconciled invoices and credit notes and kept an up-to-date system.  Maintained accurate records of inventory and stock management systems. Renegotiated payment terms with current suppliers.

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  Inhabit Concept Store

  • Pretoria

  • Part-time sales assistant

    • Apr 2014 - Oct 2014
    • Pretoria

    • Assisted with the sales of furniture and home ware products• Responsible for daily store operations• Assisted with the layout of merchandise• Responsible for the upkeep of the website

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  Faculty of Natural and Agricultural Sciences, UP; Mentorship Bursary Programme for Undergraduates

  • Pretoria Area, South Africa

  • Undergraduate Mentorship Program, Research Assistant

    • Mar 2013 - Oct 2013
    • Pretoria Area, South Africa

    Coding of questionnairesLiterature search on specific topics via various journal platforms and other information sourcesCorrection of in-text references and updating of reference listsTabulation of data

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  Woodstock Kitchens

  • Louis Trichardt/Makhado

  • Internship

    • Jan 2013 - Feb 2013
    • Louis Trichardt/Makhado

    Learned to do kitchen designs on WinnerAdministrative dutiesProvided assistance with the measuring of kitchensGained knowledge of how to deal with clients, negotiation, marketing activities, employee relationships and kitchen design and installation processes

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  Lydenburg Upholsterers

  • Lydenburg/Mashishing

  • Internship

    • Jun 2012 - Jul 2012
    • Lydenburg/Mashishing

    Provided assistance with the reupholstering of furniture; the making of window finishes and smaller interior objects