Althea Anne Batjes
President Paul Kruger
Full Names Althea Anne Batjes
Address 247 President Paul Kruger Avenue, Bloemfontein, 9301
Contact Number 074-***-****
Date of Birth
23 May 1974
Nationality South African
Marital Status Divorced
1991 Floors Comprehensive School Kimberley
National Senior Certificate obtained
2005 - 2008
RC Elliot Technical College
Computer and Office Practice – N3
Computer Practice – N4
Boithuso – Free State
Induction in SAPS
Facilitation / Strategic Management / Risk Management Systems CAREER PROGRESSION 1996 - 2018
Feb 2017 – Feb 2018
IDT (Independant Development Trust)
Personal Assistant to Regional Manager
Performing general secretarial duties (diary management, travel & accommodation arrangements)
General administration Duties (filing, e-mailing, correspondence)
Prepare reports, collect and analyse information
Administrative support functions
Liaising with external business partners
Arranging and coordinating meetings
Preparation of records such as agendas, notices, minutes and resolutions for meetings, including minute taking.
Coordinating and compiling all management reports
Assist as receptionist
Selling of Tender Documents
Keeping invoice register and check process on system. May 2011 – Jan 2017
Sanlam Life Insurance Limited
Personal Assistant to Business Manager
Do daily scheduling: e.g. meetings, rescheduling, follow-up, Coordinating and turn around times, evaluating impact. Preperation for meetings: Coordinating agenda items, making logistical arrangements, Source important preparation material for Regional Manager ‘s presentation / meeting. Provide summary information in presentable format. Coordinate arrangements regarding speakers. Correspondence and Filing: Take appropriate action regarding handling of all correspondence includes e-mail and post. Do preparation and or drafting of required documents – taking minutes.
Do telephone administration which includes: appropriate reference, follow-up and feedback. Make necessary travel and itinerary arrangements
Handling of queries or referring clients to Adviser or Call Centre.
Managed Events: Do relevant and integrated research regarding most suitable events – or presentation venues. Negotiate and make cost- effective proposal to management.
Jan 2005 – April 2011
Organise all arrangements regarding functions and meetings: Take care of all logistics surrounding special events (s). Organising venue, speakers, awards, travel, catering, invites. Presenter and delegate attendance. Ensure availability of prepared material. Organising all arrangement regarding client functions. Manage itinerary and information required with regards to road shows. Assist in arranging product launch demos and training and development sessions.
Advisor support: Draw daily statistics. Co-ordinate administrative tasks related to competitions. Gather information, Provide information obtained from Web. Keep advisers updated regarding status. Contact adviser on a continual base to motivate the achievements of objectives.
Administrative Support: Adviser appointments: Make relevant appointment documentation available. Support in the arrangement of Interview panel. Do arrangements to ensure assessment centre evaluation (s) and report feedback. Arrange credit check on candidates. Do all arrangements regarding additional medical assessment. Prepare appointment letter and contract. Do continual follow-up to ensure the completion of all relevant appointment documentation. Nominate and make necessary arrangements for training to take place.
Administrative Support: Termination of Contract. Disibility Claims. Income Tax Directives. Medical-and pension fund.
Marketing efforts by Advisers.
Handle queries and provide information regarding remuneration statements.
Coordinate projects in respect of: Orphan policyholders. Lapses. Outstanding premiums.
Control suppliers / odering of stationery and equipment. Maintenance of office equipment.
Paying of accounts via E2-financial- control of business unit account.
MIC Official (Management Information Official)
Management: Compile reports on Stations Performance
Risk: Monitor data on all systems to see if correct, identify training needs.
Systems: Conduct inspections on CAS and GIS to see if all piloting is correctly.
Information: Handling all Attorney Queries regarding to Acess to information Act.
HR: Assist with yearly leave Audit.
1998 - 2004
1996 – 1998
Debtors Clerk (2001 – 2004)
Manage Debtors accounts
Daily banking and recons
Update investment register.
Income collection and debtors processing.
Public complaints or enquiries on accounts
Inspection of relevant registers.
Submitting Financial reports to Council Meetings.
Creditors Clerk and Secretary to Town Clerk (1998- 2001) Data capturing of overtime.
Processing of Leave on system.
Liason with pension payouts.
Daily Scheduling: eg meetings, rescheduling, follow-up. Preperation of meetings: Coordinating agenda items, making logistical arrangements.
Correspondence and Filing: Take appropriate action regarding handling of all correspondence including e-mail and post. Do preparation and or drafting of required documents and minute taking.
Administration: Appropriate reference, follow-up and feedback. Make necessary travel and itinerary arrangements.
Maintaining of receipts
Business Skills Financial Services knowledge and experience Sanlam products knowledge (basic)
Legislative compliance of a financial services/sales environment
Knowledge of Sanlam’s support services and administration processes Personal Attributes /
Sound telephone etiquette, Customer service orientated Attention to detail, Problem solver
Able to work independently and plan/schedule work effectively Team player, Communication and relationship building Managing work, Gaining commitment
Information gathering, Concern for accuracy
Communication, Problem solving Building customer loyalty, Results driven Building and maintain relationships Team success, Treating customers fairly
Promoting excellence and commitment towards Employment Equity COMPUTER LITERACY
MS: Office (Excel, Word, PowerPoint, Outlook), Jistel, Content Manager, Great Plains, Dashboard, SAP, Intranet, MIS, Sanport and MDS Online, AVL Training, REFERENCES
Sanlam Life Insurance
Mrs. Hanlie Buys – Business Manager
Ms. Lou-Anne Kakora – Business Development Manager
Warrant Officer – Jurie Swart DPO
053-***-**** / 9309
Mrs. Patience Mokhali – Regional Manager