Personal Details Applicant

Surname Slabbert

Full Names Annaliza

Identity nr. 660**********

Postal address P.O. Box 216

White River

1240

Residential address Farm portion 169

White River Agricultural Estates

White River

1240

Contact details Cell: 072-***-****

Email: adgu6f@r.postjobfree.com

Educational Certificates

1983 - Matric

Carletonville High School

1997 - Bookkeeping Diploma

Damelin Campus Nelspruit

1999 - Practical Accounting Diploma

Damelin Campus Nelspruit

Qualifications

2010 - BANKING: FINANCIAL PLANNING

BANKING DIPLOMA (72311)

NQF 5 (120 Credits)

Subjects: DFIB02-F Financial Planning Law

DFIB01-E Financial Planning Practice

DCIB07-4 Principles of Investment

DCIB06-3 Customer Relationship Management

DCIB02-V Business Taxation

DCIBO1-U Economic Environment

DCIB03-W Finance 1

Institute of Bankers Student nr. 8625677

UNISA Student nr. 71734260

2011 - ACCREDITATION : Financial Advisor Academy – OLD MUTUAL

Professional Selling 1 (Risk and Investments)

Professional selling 11

Professional selling 111

Flexi packages

Nedbank products

Max Investments

Greenlight Products

Mutual & Federal Short term insurance

Easy benefit Plan - Employee Group Schemes for businesses

Computer Experience

- MSWord (Intermediate)

- MS Excel (Intermediate)

- Microsoft Office Word; Outlook, Legal Suite (Law)

Achievements

Merit Award Top Student Bookkeeping Damelin 2000

Top 10 Student Business Accounting IOB 2004

Top 10 Student Fin Planning Practice IOB 2004

Customer Service Hero ABSA Mpumalanga Provincial 2005

Highest Marks Fin Planning LAW IOB 2006

Absa Achievement Award Regional Sales Consultant October 2009

Occupational Health and Safety Absa Bank 3 years

Employment History

Duration: 15 July 2013 – 31 December 2019

Employer: L & J ATTORNEYS & WOLFAARDT Attorneys White River

Position: Receptionist

Job functions:

oReceiving all incoming calls and queries and direct to relevant departments

oGeneral administrative duties & typing etc.

oAttending to instep clients, welcoming clients.

oAdministration of Creditors

oPetty cash management.

oManaging Attorney’s dairy and assist with administrative duties.

oGreeting and receiving clients, assisting with reception duties

oManage the filing, storage and security of documents

oRespond to enquiries

oWelcoming Clients and prepare for consultation

oAssisting with all aspects of administrative management

oScheduling and coordinating meetings, interviews, events and other similar activities

oSending out and receiving mail and packages

oPreparing business correspondence, typically using Microsoft Office (Word, Excel, PowerPoint, Access, Outlook)

oOpen case files on LegalSuite

oPerforming multifaceted general office support

oAnswering and directing all calls -Switchboard for two law firms

oManaging diary appointments for Director

oOrdering office stationery supplies

oObtain Travel quotations and travel arrangements for Director

Duration: January 2011 – 30 November 2011

Employer: OLD MUTUAL

Position: Personal Financial Adviser (Life) - Academy

Job functions:

oLocate potential business through calls to new or existing customers and follow up on leads received

oUndertake a Financial Needs analysis by conducting thorough surveys at client choice of location

oReport all findings back to the client and present proposals describing benefits of using our services and present pricing structure.

oEndeavour to gain the client’s acceptance and obtain authorization on a new service agreement.

oDevelop secondary decision making contact with client

oAchievement or improvement of retention & growth target rate

oMaintain complete records of all activities regarding customer, creating a relevant and historic date base.

oDevelop service range by increasing client portfolio

oMake effort to encourage our existing client base to retain our services by building and maintaining professional client relationships

oPortray professional image in line with Corporate identity.

oAchieve Sales targets through Presentations and projects.

oCustomer service, Administration, Reporting (all requirements) and

Policy compliance

oTime management and diarized planning

oAttend Training and take ownership of Self Development

oMaintain Product knowledge

Duration: November 1996 - 28 February 2010

Employer: ABSA BANK

Position: Sales Consultant (Retail Delivery Services)

Job functions: - April 2008

oSelling bank products per contracted targets

oCustomer Services Screening Ass(CASA)

oCode of banking practice(COBP)

oForensic Intelligence Centre Act(FICA)

oMaintain Customer growth & cross selling

oEnsure compliance of legislation

oBuild client relationships through networking

oKeep updated with product knowledge and own development

Position: Customer Services Clerk

Job functions: From April 2003

oMaximize Customer experience

oMinimize operational losses

oAdhering to Bank policies & procedures

oManaging leads generation and action thereof

oBe part of a dynamic team

oAction EOS listings and controlling Chequebook library

oManaging and overseeing Calling File

oPerforming monthly checks in department security items

Position: Controller Customer Services

From February 2002

Job functions:

oSupervision of Administration staff

oReconciliation Monthly income and expenditure

oManaging & Checking security stock items

oHandling Customer complaints & reporting/preventing of suspicious transactions

oMinimize over expenditure on Stationary budget

oSet-up and update Staff Card profiles

oOverseeing Monthly surprise Cash Counts

oAction Monthly & Quarterly Reports

oStaff performance meetings and interviews

oRelieving Teller Controller

Position: Provincial Forensic Investigator ABSA

From February 1997

Job functions:

oInvestigate Internal and External fraud incidents

oCase Report writing of findings & Provisions write off

oImpose holds or immediate actions to prevent further losses

oInterrogation with suspected staff members & witnesses

oPresenting recommendations with report of cases to Provincial Management team

oModus-Operandi : Warnings to all branches

oGathering and scrutinizing of Evidence (docs or video recordings)

oLiaison with SAPD and attending Court hearings

oAnalyzing Spin reports for trends or evidence

oRecovering losses through civil proceedings

oBranch visits for on- site investigations

Position: Secretary - Group Operations & ABSA Trust

From November 1996

Job functions:

oTyping and Filing of documents

oExcel spreadsheets for statistical data

oPreparing presentation documentation

oArrange Hotel and travel reservations

oTelephonically enquiries and diarizing

oMeeting deadlines

oMinutes at meetings

oObtain statistical information from branches

Duration: January 1991 - November 1992

Employer: O.K. BAZAARS LTD White River

Position: Personnel Manager

Job functions:

oAppoint permanent and casual Staff

oManaging training of staff for Customer Services

oAdministrate and maintain staff files

oPreparing, arranging and attending disciplinary hearings

oResponsible for Wages Expenditure and uniform expenses

oManaging staff performances

oPlanning and controlling all time available staff

oPay out of staff salaries and approving leave requests

Position: Secretary - Provincial Sales Manager

Job functions: From December 1993

oOpen and maintain Head Office Files

oTyping and Filing

oGather Weekly, Monthly, Quarterly statistics

oMonitor expenditure of branches

oHotel and travel reservations

oCompile documentation for meetings

oSet up meetings, arranging food and beverage.

Duration: November 1984 - October 1990

Employer: WESTERN DEEP LEVELS GOLD MINE

Position: Assistant Personnel Officer 1988

Account Assistant

(Time Offices /Wages) 1986

Clerk Grade 1 1984

Job functions:

oPreparing & processing Wages

oCalculation of leave pay, Bonuses, Overtime pay & Discharges

oAdministration of new Appointments

oProcessing data for Q-Pac (Info gold)

oLearning & Development for Timekeeping

oStatistical Projects for Manpower turnover, leave provision

oCombine daily Complements and Strengths actual

oForecast manpower budgets, Dept of Labor

Curriculum Vitae

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