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Personal Assistant Manager

Location:
Johannesburg, Gauteng, South Africa
Posted:
December 01, 2020

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Resume:

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



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