Rate Per Hour

040****-****/**/**

623********

Job Title

Hours Per Period

PSG Wealth Financial Planning

****/**/**

106.39

Account No.

Emp. Address

9301

9301

Co. Address

733*******

250655

Date Engaged Pay Period

173.36

84 Deale Road

UIF Reg. No.

9 Jan Enslin Street

Emp. Name Mrs A JORDAAN

FICHARDT PARK Bloemfontein PAYE Ref. No.

Dan Pienaar Bloemfontein

0458118/4

Termination Date

Branch No.

Administrative Assistant

Job Grade

Co. Name

Emp. Code

Income Tax No. 061*******

Known As ADELLE

ID Number 861**********

Payment Type ACB

Description Amount

Earnings

Cash Component 17 521.80

Bonus Interim 9 222.00

Total Earnings 26 743.80

Description Amount

Deductions

Pay as you Earn 4 416.94

Unemployment Insurance

Fund

148.72

Total Deductions 4 565.66

Net Pay 22 178.14

Description Amount

Company Contributions

Skills Development Levy 270.62

Unemployment Insurance

Fund

148.72

Provident Fund Momentum 922.20

Group Life Momentum 318.12

Total Company Contributions 1 659.66

Description Amount

Tax Paid 16 488.43

Taxable Earnings 131 874.60

Taxable Company Contributions 2 058.30

Fringe Benefits 6 455.40

Tax Deductible Deductions 6 455.40

Provisions 0.00

Private Contributions 0.00

Year To Date Totals

Description Amount

Cost To Company

Cash Component 17 521.80

Provident Fund Momentum 922.20

Total Cost To Company 18 444.00

Description Current

Additional Info

Year To Date

Description Balance B\Fwd Accrued Taken Balance C\Fwd Cycle End Date Leave Balances

Annual leave 9.0000 1.5000 0.0000 10.5000 2021/02/28 Carry Forward Annual 11.0000 0.0000 0.0000 11.0000 2021/02/28 Accumulated Annual

Leave 0.0000 0.0000 0.0000 0.0000 2021/02/28

Printed on: 2020/10/13; 20:48

PSG Payslip

Curriculum Vitae

Adellé Jordaan

9 Jan Enslin Street

Fichardtpark

BLOEMFONTEIN

SOUTH AFRICA

Phone: +27-81-718-****

Email: adgxwd@r.postjobfree.com

PERSONAL DETAILS

Date of Birth 3 November 1986

Nationality South African

Gender Female

Race White

Disabled No

ID Number 861***-****-***

Languages Afrikaans & English (Speak, Read, Write) Driving License Code B

Marital Status Married

Dependents 2

EDUCATIONAL QUALIFICATIONS

Highest Grade Past Grade 12

2004 - Dr. Viljoen High School obtaining my Senior Certificate with the following subjects:

Afrikaans First Language HG

English Second Language HG

Geography SG

Business Economics HG

Home Economics HG

Typing SG

Commercial Mathematics SG

Achievements Head Girl 2004

EMPLOYMENT HISTORY

1 Mar 2019 – Current PSG Wealth Bloemfontein / 84 Deale Road, Bloemfontein

General office administration

Attending to telephonic and written queries and requests

Timeously providing of relevant information to financial adviser and clients

Recording and filing of information

Maintain and control of financial planner calendar & appointments

Supplying clients with necessary documentation

Answering client enquiries verbally and in writing

Handling and processing of applications and instructions

Preparation and gathering of client information

Prepare client files

Maintain CRM system

Sep 2013 – 28 Feb 2019 Platinum Global (Property Industry) Sep 2018 – 28 Feb 2019 Body Corporate Accountant

Monthly report on Body Corporate Finances

Monthly credit control letter and hand-over of unpaid accounts

Monthly raising of levy accounts

Monthly raising of water and electricity accounts, credit control, connections and disconnections

Deposits (water, electricity, satellite)

Approval of contractors invoices

Banking of Body Corporate monies

Preparing of Body Corporate Budgets

Finalizing books for year-end audit

(Internal transfer from assistant/rental manager to Body Corporate accountant) Dec 2017 – Aug 2018 Rental Manager/Assistant to Accountant/Assistant to Body Corporate Managers

Managing 30 rentals (canvassing new rental properties at Bains Lodge, Sisulu Heights)

Monthly inspection reports

Reporting back to owners on a monthly basis

Handling all queries of tenants

Assisting front desk (switchboard)

Monthly inspections after tenant has vacated

Credit control

Obtaining quotations for all repairs/maintenance

Opening new files for all properties let

Handing over outstanding debt to attorneys on behalf of the owners

Updating payments monthly on TPN

Informing owner when tenant gives notice

Marketing existing vacant flats

Finding suitable tenants after doing thorough TPN checks on potential tenants

Assisting accountant in processing daily payments to owners

Assisting accountant with any general work.

Processing all insurance claims and submitting to different BC insurance companies

Opening files and follow up on all outstanding claims

Sending letters with excess to owners

Submitting claims to insurance companies (completing forms, attaching all relevant documents)

Following up on all outstanding claims

Writing to owners that need to pay excess on claims

Assisting Body Corporate managers with Levy Certificates

Typing welcome letters to owners with relevant documents for scheme Sep 2013 – Nov 2017: Rental Manager & Body Corporate Manager

Managing 250 + rentals

Monthly inspection reports

Reporting back to owners on a monthly basis

Handling all queries of tenants

Assisting front desk (switchboard)

Monthly inspections after tenant has vacated

Credit control

Obtaining quotations for all repairs/maintenance

Opening new files for all properties let

Handing over outstanding debt to attorneys on behalf of the owners

Updating payments monthly on TPN

Informing owner when tenant gives notice

Marketing existing vacant flats

Finding suitable tenants after doing thorough TPN checks on potential tenants

Assisting tenants with quotations for bursaries

Managing 11 sectional title complexes (areas: Hilton, Lilyvale, Fleurdal, Willows)

Arranging meetings (AGM, Budget and Trustees) 4 meetings per complex per year

Taking minutes of all meetings

Handling all complaints, writing out orders to plumbers, electricians, etc.

Sending all claims to insurance company

Writing all complaint letters to tenant’s/owners

Taking water/electricity readings at all 11 complexes.

Updating all lists: owners telephone list, tenant’s list, contractor’s list, etc.

Weekly feedback on all complexes to Head Manager of Company Reference: Mariska Fourie / Helda King – Head of Finance: 051-***-**** / 082-***-**** Apr 2011 – May 2013 Front Desk / Receptionist: Strado Truck & Trailer Remanufacturers

Reception of clients and switchboard of 4 incoming lines

Assisting with all general administration and filing

Assisting with Creditors (uploading invoices on Pastel, requesting invoices and statements from suppliers)

Assisting with sending parcels at UTI couriers (claims)

Assisting with Debtors (following up on payments with clients and insurance companies)

Opening files

January 2012 promoted to Finance and Debtors Clerk

Job Cards Categorize

Confirm deposits on bank statements and proof of payments from customers

Follow up on outstanding payments

Managing credit limits of debtors, issuing of documents for shipments, issuing of invoices and monthly statements

Invoicing intercompany on Pastel and Vantage

Invoicing job cards on Pastel and Vantage

Daily follow up on debtors via email, phone calls and sms’s

Daily follow up on claims at insurance companies (Santam, RMB, ABSA, etc.)

Assisting head administrator with admin duties – sending of faxes, typing of letters, opening files, etc.

Assisting with reception

Typing quotations

Costings

***June 2012 promoted to Client Liaison Assistant

Reason for Termination Better opportunity at Platinum Global Jun 2010 – Nov 2010 Sales Representative: Sanlam Sky Solutions in Bloemfontein

Selling of policies (funeral plan, hospital plan, investment plan, savings, etc.) Nov 2008 – Feb 2010 Field Administrator / Sales Support: Sanlam Sky Solutions in Bloemfontein

Managing personnel files (up to 70 personnel)

Reception of clients, switchboard and taking of messages

Typing of general correspondence, tables and reports

Ensure that New Business is captured timeously and correctly on Omega ( + 500 policies monthly)

Secretarial duties are performed as required

Feedback provided to Regional Office, Head Office and clients

Reports

Ensure lodgments are process in line with company requirements thus ensuring stop orders to commence timeously

Completing of new recruit packs and sending off to Head Office

Ensuring movements, transfers and abscontions are done according to dates and teams (personnel)

Monthly invoices to be paid on E2-financials (e.g. Telkom, cleaning services, stationary, etc.)

Managing personnel’s medical aid queries

Monthly ordering of stationary

Reason for leaving Sanlam Sky Solutions:

I resigned at Sanlam Sky Solutions in February 2010 as administrator/sales support, as I got the opportunity to go abroad and work for Steiner Cruise Liners. Unfortunately, due to a knee injury I was unable to fulfill my dream. I believe everything happens for a reason and that my dream was to build upon my career in South Africa. I went back to Sanlam only as representative as my position had already been filled with the hope that in 2011 they will need a second administrator. I am unable to work for commission only as I am financially independent and need to work on a monthly budget.

Feb 2008 – Oct 2008 Office Administrator Officer: Homenet Imberba Rakia Properties

Reception of clients, switchboard and taking of messages

Typing of general correspondence, tables and reports

Filing of documents

Keeping of diary and making of appointments

Handling telephonic enquiries and client liaison

General PA duties

Capturing of all new property listings on Iwon

Keeping record of receipts and invoices

Keeping of manager’s diary

Reason for Termination Office Closed

Sep 2007 – Jan 2008 Temporary Position – Receptionist / Administrator: Prime Office Technology / Kyocera

Reception of clients, switchboard and taking of messages

Typing/preparation of clients

Booking of appointments

Compiling info on spreadsheet

Liaising with admin support

Answering of calls and record keeping

Typing of general reports

Making photocopies and updating filing

Reason for Termination Office Closed

Mar 2006 – Aug 2007 Administrator / Rental Consultant: Pam Golding Properties

Answering and directing incoming calls on switchboard

Keeping book of Open hours

Reports

Filing and general office duties

Keeping of diary and making of appointments

Capturing of new property listings on CMS

Handling a total of 30 rentals

Reconciliation on payments of rentals

Assisting with Sales of properties

Sending new Bond applications to Financial institute

Sending approved applications to legal representatives for registrations Reason for Termination Satellite Branch Closed

June 2005 – Feb 2006 Receptionist / Rental Consultant / Administrator: Property Forum

Keeping of Manager’s diary

Typing/preparation and forwarding of correspondence

Filing and general office duties

Keeping of diary and making of appointments

Capturing of new property listings on Property 24

Handling a total of 55 rentals

Reconciliation on payments of rentals

Assisting with Sales of properties

Sending new Bond applications to Financial institute

Sending approved applications to legal representatives for registrations

Managing personnel files

Reason for Termination Manager sold company – Manager and I went to Pam Golding Properties REFERENCE

Mariska Fourie/Helda King: Financial Manage/Second in charge: Platinum Global Tel: 051-***-**** / 082-***-****

Renier van Niekerk / Susan van Niekerk: Financial Manager: Strado Truck and Trailer Tel: 051-***-****

Pieter Booysen: Property Forum (Owner)

Tel: 083-***-****

OBJECTIVE

I am a hard-working, honest and reliable person who is very organized and gives a lot of attention to detail. I have very good customer service skills and gained valuable experience through all the companies who I have worked for and like to build upon in my future career. I enjoy working as part of a group or as an individual. I am a quick learner and work really hard to achieve my goals. I believe that I will be an asset to my future employer

COMPUTER SKILLS

MS Office (Word, excel, PowerPoint and Outlook)

E-mail / Internet

E-2 Financials

Typing Speed: 50 wpm

Pastel (Elmar Course done in 2012)

Vantage

Propsys

TPN

Payprop

Quickbooks

Contact this candidate