Experience

Discovery Investments, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Para Planner / Administrator

  • Feb 2023 - Present



Chartered Wealth Solutions

• South Africa
• Financial Services
• 1 - 100 Employee

• Administrator

  • Nov 2015 - Feb 2023

  My responsibilities are admin processing, give feedback to financial planner, Update schedule, Phone Companies looking for information,Obtain and complete forms, policy information and download fund fact sheet My responsibilities are admin processing, give feedback to financial planner, Update schedule, Phone Companies looking for information,Obtain and complete forms, policy information and download fund fact sheet



Pamela J Cum & Associates

• Administrator

  • Apr 2013 - Aug 2015



Dept of Education ,Consolidated Financial Planning

• Invigilator,Administrator

  • 2006 - 2008

  To ensure a calm environment which will give the students the best possible opportunity to be successful in their exams. To help organise students at the start and end of each exam. To help provide the correct information and material for successful completion of the exam. To help ensure that the conduct of the exam takes place within the guidelines set down. To be vigilant, whilst not disrupting the candidates. To refer to the Examination Officer if it is suspected that malpractice is taking place. Assist with preparation of the budget Implement financial policies and procedures Reconcile the general ledger Prepare and reconcile general bank statements Establish and maintain supplier accounts Ensure data is entered into the system Ensure transactions are properly recorded Show less



Headline Financial Services

• Administration Assistant

  • Oct 2004 - Jun 2006

  • Submit new business & existing business • Maintain filing system, Fax, Scanning, Follow ups, Data Capturing • Loading policy schedule to spotlight, Astute , Assist on doing reviews, General office skills (binding reports) • Process withdrawals, Annuity payments, switches, surrenders, Transfer, Section 14 Cases, Cessions. PPS applications, Life Insurance, Risk applications, Changes of broker, banking details. • Submit new business & existing business • Maintain filing system, Fax, Scanning, Follow ups, Data Capturing • Loading policy schedule to spotlight, Astute , Assist on doing reviews, General office skills (binding reports) • Process withdrawals, Annuity payments, switches, surrenders, Transfer, Section 14 Cases, Cessions. PPS applications, Life Insurance, Risk applications, Changes of broker, banking details.