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Personal Assistant Customer Service

Seattle, WA
October 28, 2019

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Curriculum Vitae


Rochelle De Wet

Personal Details:

Identity number 921***-****-***

Postal Address 14 Rooibekkie Streets




Nationality South African

Contact Number 078-***-****

Language Afrikaans - Reading, Writing and Speaking

English - Reading, Writing and Speaking

Driver’s License Code 8


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


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


Strategic Financial Services

Personal Assistant - To Five Financial Advisors

Liberty New Business and Servicing


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


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)


Performed general office duties

Provided telephone support

Administrated online banking functions

Account billing responsibilities


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


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


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


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


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


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



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



Power Point

Outlook Express

Microsoft Windows Express XP

Microsoft Office

Internet Explorer



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-***-****

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