Minette Matthee
Senior Administrator at PSG Wealth- Claim this Profile
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English Native or bilingual proficiency
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Afrikaans Full professional proficiency
Topline Score
Bio
Giselle Mc Kenzie
Minette is one of the most helpful people I have ever met. She does not hesitate to impart knowledge. She is truly an asset. Her knowledge and helpfulness really uplifts her team members.
Giselle Mc Kenzie
Minette is one of the most helpful people I have ever met. She does not hesitate to impart knowledge. She is truly an asset. Her knowledge and helpfulness really uplifts her team members.
Giselle Mc Kenzie
Minette is one of the most helpful people I have ever met. She does not hesitate to impart knowledge. She is truly an asset. Her knowledge and helpfulness really uplifts her team members.
Giselle Mc Kenzie
Minette is one of the most helpful people I have ever met. She does not hesitate to impart knowledge. She is truly an asset. Her knowledge and helpfulness really uplifts her team members.
Credentials
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FICA: Know your responsibilities!
Compliance Online (Pty) Ltd.Oct, 2021- Nov, 2024
Experience
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PSG Asset Management
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South Africa
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Financial Services
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1 - 100 Employee
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Senior Administrator
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Aug 2012 - Present
• Attending to queries from management, clients and clients services • Approval of new investments after quality control review of onboarding documentation (all requested documentation as per application form inclusive of FICA documents) • Approval of additional contribution to existing investment • Approval of withdrawals, switches, client updated statistics • Applying for Tax directives • Submission of Recognition of Transfers • Training of new junior admin staff • Training of new senior admin staff • Dealing with corrections • Assuring all documentation has been received for Transfers (Section 37, Section 14, Voluntary and Tax Free products) • Preparing documentation for Transfers (External and Internal transfers) • Following up on the progress of the Transfer • Communicating to the third party on problems with transfers • Assuring Section 37 and Section 14 transfers are completed • Assuring Tax Free Transfers are complete • Various other ad hoc administrative duties Show less
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Vodacom 4U Westgate
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Roodepoort
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Administrator
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Mar 2010 - Feb 2012
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Education
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2000 - 2004
Highschool Westonaria
High School, 12
Community
