Personal Assistant Customer Service
Resume:
Curriculum Vitae
of
Rochelle De Wet
Personal Details:
Identity number 921***-****-***
Postal Address 14 Rooibekkie Streets
Presidentsdam
Springs
1559
Nationality South African
Contact Number 078-***-****
*.*******@*****.***
Language Afrikaans - Reading, Writing and Speaking
English - Reading, Writing and Speaking
Driver’s License Code 8
Education:
School High School Hugenote Springs
Highest Standard Grade 12 - Matriculated 2010
Subjects English, Afrikaans, Mathematics, Life Orientation,
Business Economics, CAT [Computers], Geographic’s
Sports Netball 2006 – 2010
Ring ball 2006 – 2010 (School & Club)
Indoor Netball 2011 – 2018
Work Experience:
Fidelity –ADT
Operations Administrator
Responsibilities:
Data Capturing
High attention to detail – capturing and submitting of jobs
Pulling all jobs from Operations Department to check and submit for revenue
Check that all jobs are correctly costed for Labour, Materials, POD etc. And then to ensure orders are billed
Working mainly off of Fidelity – ADT SAP program
Check SAP statuses and resolve abnormalities
Change status and update SAP job progress once received from Coordinators
Making sure all documents are with the job before submitting
Ensure any required corrections to billing documents are done
Confirmed Invoices raised by Billing
Resolve Billing rejections with responsible parties
Provide Daily Feedback to Management
Pulling daily reposts to check work flow
Providing daily, weekly, monthly, reporting as required
Receive and resolve queries
Resolve Variation Orders, Stock Transfers, Customer Purchase Orders with responsible persons for submission to billing
Escalate Queries / Complaints not resolved in 24 hrs
Provide Management with daily feedback on progress of queries / complaints
Coordinate resolutions of queries/complaints with relevant documents
Follow up on the queries / complaints when escalated or delegated
Current
Strategic Financial Services
Personal Assistant - To Five Financial Advisors
Liberty New Business and Servicing
Responsibilities:
Capturing of all new business and servicing applications, making sure all business is completed by stipulated deadline
Cancellations and pay-outs of all investments and Retirement Annuities
Dealing with all death claims and ADHOC Payments
Creating Life Protection, Retirement Annuity and Investment quotations for all clients
Dealing with correspondence and all phone calls
Managing diaries and organizing meetings and appointments
Informing them of important tasks and deadlines
Typing, compiling, prepopulating and preparing all papers for advisors for client meetings
Managing databases and filing systems
Implementing and maintaining all procedures / administrative systems
Contacting and liaising with clients for all information needed to complete applications
Managing email and contact for brokers to obtain client and policy information
Training new staff members ( Receptionists )
Advising on all unpaid for Advisors
Completing section 14 Transferals and Policies for new clients
Reports for Advisors financial goals
Delegating work
Taking action point and minutes
Preparing Financial Needs Analysis and Records of Advise
Assist on all company functions
RT Recovery & Liability Consultants
Recovery Agent & PA to Owner
Responsibilities:
Answering Phones & Taking messages (Work related & personal)
Sending work related & personal emails
Diary entries & scheduling meetings
Day – Day routine planning for owner
Personal errands
Stock Take
Chasing Payments & settlements offers telephonically and emails
Reporting back on targets
Making Appointments & driving owner to and from (Work related & personal)
Taking minutes telephonically (Date, whom & condensed version of conversation)
Performed general office duties
Went out to see Brokers for new business with the owner
Guardforce International Transportation (LTD) Pty
Admin / Accounts Clerk (Debtors)
(Polygraph tests done on a regular basis – as I was working with high valued cargo and clients)
Responsibilities:
Performed general office duties
Provided telephone support
Administrated online banking functions
Account billing responsibilities
Invoicing
Excel (Writing own formulas- All client spread sheets)
Giving charges to clients telephonically, emails and dummy invoices / pro-forma invoices
Helping COD clients
Follow ups on outstanding client accounts
Assisting in year-end statements
Updating and sorting client monthly statements
Clearing all queries of all clients
Performing credit notes to all clients
Following up and tracking client shipments through shipment/ airwaybill number
Assisted in coordinating and planning in all company functions
Year-end functions
Birthdays
Special Occasions
Stock Take (Stationary & Groceries)
Kept the keys to all Stationary and Groceries cupboards
Kept record of all electronically and on file
Reported back to Management
1.Health and Safety Committee member
Assisting Security Manger on all Health and Safety projects
Arranging monthly fire and safety drills
Kept all records of fire drills electronically and kept on file
Kept files of all employees training and qualifications certificates and sent to refresher courses when expired
Assisted in all innovative ideas for Health and Safety purposes
Monthly refreshers courses on Airport apron self
Assisted in all new projects done involving Health and Safety:
New Signs all over the company
Warehouse Safety (Forklift driving etc.)
Smoking areas (Situated Airport Base)
Clear signs for Trucks, CIT trucks and client cars
Etc.
2.First Aid Committee member
Kept First Aid boxes keys
Kept all weekly records electronically and on file (Contents and usage)
Kept First Aid boxes contents up to law standards
Assisted all injuries when needed
Reported back to Management
Training Courses done at Guardforce International Transportation:
Health and Safety Certificate
First Aid Level 1 Certificate
Customer Service Certificate
Expo Properties
Assisting Real estate agent / Admin Clerk
Responsibilities:
Going out looking for clients and business
Telephone duties
Going out and looking for listings (Rating houses)
Showing clients houses
Making appointments for clients
Lapace Construction
Wage Clerk
Responsibilities:
Payroll duties for all given clients
Telephone support
Minute taking in all meetings
Assisting Managers to all business rolls
Salary entries
Assisting internal/external auditors with queries
Resolution of invoice queries including credit
Rainbow Education Centre/ Private School
Relieve Teacher
Responsibilities:
Communicating with children and parents
Relieving teachers from classes when needed
Helping all teachers in classes
Helping all children
Watching over all children (aftercare)
Standard Bank
Teller/Trainee
Responsibilities:
Working with clients all day
Working with money/cashing up
Handling deposits and withdrawals
Performing financial transactions
Routine financial interaction with clients
Answering enquiries about services
Balancing of cash draws
Responsibility of cash flows
Verify customer identities at different situations
Computer Skills:
Microsoft Word
Excel
Access
Power Point
Outlook Express
Microsoft Windows Express XP
Microsoft Office
Internet Explorer
References:
Petro Marias – Head Master at Rainbow Education Centre (011-***-****
Carla Adamson – Accounts at RT Recovery & Liability Consultants (011-***-****
Yvonne Esterhuizen – Accounts at Guardforce International Transportation (LTD) PTY (011-***-****
Beth Roberts – Office Manager at Strategic Financial Services (012-***-****
Contact this candidate