Experience

Global2Outsource

• South Africa
• Research Services
• 1 - 100 Employee

• Data Manager

  • Aug 2016 - Present

• Data Administrator

  • Mar 2016 - Jul 2016


SitePro
• United States
• Technology, Information and Internet
• 1 - 100 Employee
• Joomla Administrator

  • May 2015 - Feb 2016
• Data Administrator

  • Jan 2013 - Apr 2015

  Checking and uploading of articles onto client's website. Compiling LinkedIn lists. Searching for and finding contact details of persons requested Unsubscribing subscribers Unsubscribing clients from events as requested by event directors Compiling the campaigns for the client's weekly newsletters Proofreading and checking websites Completion of any other work required. Checking and uploading of articles onto client's website. Compiling LinkedIn lists. Searching for and finding contact details of persons requested Unsubscribing subscribers Unsubscribing clients from events as requested by event directors Compiling the campaigns for the client's weekly newsletters Proofreading and checking websites Completion of any other work required.



PSD Direct (Pty) Ltd T/A Property Sell Direct

• Office Administrator

  • Jul 2011 - Dec 2012

  Finding and securing new properties for sale to market. Uploading new properties onto Cyber Agent. Updating property details. Completion of contracts All functions related to the companies social media Arranging for beetle and electrical certificates All the work and activities from the beginning of the sale to the end (once commission is paid over) General administration Finding and securing new properties for sale to market. Uploading new properties onto Cyber Agent. Updating property details. Completion of contracts All functions related to the companies social media Arranging for beetle and electrical certificates All the work and activities from the beginning of the sale to the end (once commission is paid over) General administration



Absa Financial Advisors

• Financial Services
• 200 - 300 Employee

• Personal Assistant

  • Sep 2010 - Jun 2011

  Finding leads for new business. All correspondence (letters, faxes and e-mail). General administration, Helping with all customer queries. Statements for investors and clients. Completion of application forms and sending for processing to various insurance companies. Compiling and completing documents needed by Head Office. The retrieval of policy information from Astute for clients. Completion of needs analysis, recommendation & record of advice for clients. Creation of PRIs for all clients on At Work system. Making of appointments at doctors for medicals, getting required medicals to the doctor’s rooms, the collection thereof once completed and the forwarding thereof to the insurance company for processing by the underwriters. All follow-up for cases including extra required questionnaires. Issuing of all cases before the month’s cut-off date. Completion of all required BRC documentation for every new client. All compliance required by Head Office. Creating investment proposals for clients. Completion of all wills (New as well as revisions) with PRI numbers. The signing of all received completed wills and the receiving by wills department for filing The completion of estate claim forms and follow up of all estate claims. Payment of the Financial Advisor’s commission. All changes to policies. Advances and surrenders of policies or investments. Statistics for weekly and monthly leads as well as feedback thereof and submission to head office as well as consultants and Branch Manager. Completion of all Estate Provider Product applications as well funeral cover applications for issuing. The follow-up of all arrear payments on policies, organizing the payment thereof and the reflection of payment on the policies. The drawing up of quotations for Absa Life and the requesting of quotations from the various insurance companies. The referral of leads from the financial advisor to the branch. All personal errands for employer



Frank Vos

• United States

• Workshop Admin Clerk/Debtors Clerk

  • Dec 2009 - Aug 2010

  General administration. Creating and costing of job cards. Making of orders and the processing of the orders. The creating of internal job cards, internal orders and the costing there of. Getting authorization and authorization numbers for services and repairs from maintenance plan companies. Following up on payments of maintenance plans as well as clients. The allocating of payments. (fuel accounts as well as service accounts) Following up on credit notes as well as the creation there of. The daily cash list. The posting and allocating of daily transfers. All correspondence. Garnishee orders. End of month deductions of employees. (calls, rent, refuse, water, etc.) Sending of CSI every week for evaluation. Handling of all comeback accounts. Receiving and allocating of remittances. Helping with customer queries. The costing and completing of claims.



Standard Bank Financial Consultancy

• Personal Assistant to Executive Financial Consultant

  • Mar 2008 - May 2009

  General Administration – i.e. typing, filing, answering of switchboard, faxing, etc. Correspondence (letters, faxes and e-mail) Statements for investors and clients Answer and sort out any client queries Responsible for new business Compiling and completing documents needed by Head Office for new business Making travel Arrangements Advances and Surrenders of policies or investments Completion and carrying out of wills by Standard Bank Wills Department for clients Payment of policies if in arrears Executive Financial Consultant’s Commission (that all documentation is correct and that the relevant company has paid the commission, that Standard Bank has received that commission, has allocated it to the correct consultant and that it will pay over for the correct cut-off). Receiving of leads from four branch managers and checking that the correct sales credits have been allocated for the correct lead and branch manager.



Dr Suzanne Haylett and Haylett & Associates

• Personal Assistant

  • Jan 2006 - Dec 2007

  General Administration, i.e. typing, filing, answering of switchboard, faxing etc. Making appointments for clients and patients Stock control of medication Ordering of medication Correspondence with patients, clients and students Liaising with the Medical Aids for payments Dealing with patient and client queries Compiling of spreadsheets to keep financial records Compiling of Access Databases to keep client and patient information Typing and sending of legal documents Ordering of charts, Iridology Cameras, Iridology equipment ordered by students Following up on payments made by students and patients Designing of all invitations and fund raising cards Travel Arrangements Designing of certificates for completion of the courses Compilation of text books Compilation of PowerPoint presentations for all courses Compilation of cds for the students Organizing of functions and fund raisers Tending to and checking the company's bank statements Running of the businesses while Mr & Mrs Haylett were away Also to be on stand by to send needed documentation if needed