Curriculum Vitae
Valerie Morgan
To Whom It May Concern
The following letter is a motivational letter, to support and clarify why I should be considered a suitable candidate for the above mentioned position.
I currently completed my national diploma in transportation management; I am a hard working individual who thrives at any challenges or task presented to me. My journey throughout the course of obtaining my diploma has equipped me with comprehensive knowledge in many fields such as, communication, commercial law, financial management, human resources, logistics, transportation and international business.
I am driven and motivated to the extent that I believe I can accomplish anything I set my mind to, thus making me competent of being a valuable asset to your company. if granted the opportunity of being an integral part of your company, I can guarantee that I will work towards the success of the company as a whole.
It would be not only an honor but a privilege to be given a chance to work and gain experience in your company.
Kind regards
Miss V Morgan
Personal
Full name : Valerie Morgan
Cell phone number : 079-****-***
Email address : adh9ov@r.postjobfree.com
Residential area : 27 Tonnel avenue
Fluerhof, Roodepoort
Residence status : South African
ID Number : 880***-****-***
Driver Licence : Code 8
Languages : English and Afrikaans
Availability : Immediate
School Career
School : Barberton High School
Year completed : 2006
Grade attained : Matric
Subjects : English, Afrikaans, Mathematics, Physical Science, Computer Studies,
Biology
Tertiary Education
Institution : Damlin
Qualification : Project Management
Date completed : 2008
Institution : University of Johannesburg
Qualification : Transportation Management
Date completed : 2013
Computer Skills
Advanced in all Microsoft packages
Summary – Employment History
Company
Position
Date
Genesis
Personal Assistant
8 September 2014 to 1 April 2016
Platinum Life
Data Generator
12 May- 12 August 2014
Sage Pastel Accounting
Telesales Consultant
24 January 2014 to 30 March 2014
ABSA Bank
Switchboard Operator
2007
All Engineering
Receptionist
2006
Discovery
PA/ Office Manager
7 July 2016 to 2 April 2017
AST Financial Services
Personal Assistant/ Para Planner
3 April 2017 to Date
Employment History
Employer : Genesis Advisory Services (Discovery Life)
Dates of service : 8th September 2014 to Date
Position held : Personal Assistant
Responsibilities:
Schedule appointments
Leads dialling
Manage Diary
Vitality assessment calls
Manage emails
Applications (complete)
Liaise with Clients
ROAs
Cold calling
Completing Compliance
Preparing section 14 packs.
Preparing quotation
Preparing Financial Needs Analysis
Submitting Applications
Reason for leaving : Relocated to Mpumalanga
Employer : Platinum Life
Dates of service : 12 May to 12 August 2014
Position held : Data Generator
Responsibilities:
Generated details from potential clients
Entered data onto a spreadsheet
Reason for leaving : Better job opportunity,
Employer : Sage Pastel Accounting
Dates of service : 24 January 2014 to 30 March 2014
Position held : Telesales Consultant
Responsibilities:
Made and received calls to previous clients as well as Pro Formas out
Sold software
Reason for leaving : Contract Expired, 3 month contract
Employer : ABSA Bank
Dates of service : 2007
Position held : Switchboard Operator
Responsibilities:
Managed and transferred calls
Reason for leaving : Further my studies
Employer : All Engineering
Dates of service : 2006
Position held : Receptionist
Responsibilities:
Managed the switchboard
Maintained the filing system
Typed all documents
Handled all faxes and emails
Reason for leaving : Part time job during high school
Employer : Finclear Financial Services (Umbrella)
Position held : Personal Assistant/Office Manager
Managing Financial Advisors Practice and Providing personal assistance & secretarial service
to the Financial Advisor:
Submission and Liaison with Discovery regarding Clients Portfolio
Office Manager Duties
Diary Management
Completing and processing of applications
Type and process various documents, electronic and confidential information.
Data-Capture relevant information on systems, scanning, printing and faxing
Create statistical tools and reports.
Manage, organize, upload and update relevant data.
Communicate and provide information by relevant methods internally and externally.
Implement actions according to administrative policies and procedures.
Follow up on outstanding requirements/information with clients
Managing client database CRM
Manage and maintain existing client relationships
Stay abreast with product and industry changes
Preparing quotes and calculations
Minute taking
Time and priority management
Client liaison
Compliance
Smart Advice
Discovery World – Client Information
Vitality Assessment Bookings
Personal and/or Business related assistance to Broker
Employer : AST Financial Services (Umbrella)
Dates of service : Current
Position held : Personal Assistant/ Para Planner
Managing Financial Advisors Practice and Providing personal assistance & secretarial service
to the Financial Advisor:
Submission and Liaison with Discovery, BrightRock, Liberty Life, Momentum, Old Mutual, Hollard, Allan Gray, and Investec regarding Clients Portfolio
Diary Management
Completing and processing of applications
Type and process various documents, electronic and confidential information.
Data-Capture relevant information on systems, scanning, printing and faxing
Create statistical tools and reports.
Manage, organize, upload and update relevant data.
Communicate and provide information by relevant methods internally and externally.
Implement actions according to administrative policies and procedures.
Follow up on outstanding requirements/information with clients
Managing client database SoftByte
Manage and maintain existing client relationships
Stay abreast with product and industry changes
Preparing quotes and calculations for Risk and Investments
Minute taking
Time and priority management
Client liaison
Compliance
Smart Advice
Discovery World – Client Information
Personal and/or Business related assistance to Broker
References
Name : Esavani Naidoo
Company : Finclear Financial Services
Position : Office Manager
Call number : 071*******
Name : Marnan Pillay
Company : Genesis
Position : Financial Advisor
Work number : 011-***-****
Call number : 072*******
Name : Tanya Yildimim
Company : Platinum Life
Position : Lead Generation Manager
Work number : 086*-******
Email : adh9ov@r.postjobfree.com
Name : Megan Crosson
Company : Sage Pastel Accounting
Position : Evolution Sales Manager
Work number : 011-***-**** / 061-***-****
Name : Mrs A Labuschagne
Company : ABSA Bank
Position : Manager
Work number : 012-***-****
Name : Mrs A Morgan
Company : All Engineering
Position : Manager
Work number : 013-***-****
Curriculum Vitae