Service Administrator, Personal Assistant, Legal Secretary

*

Juanita Vermeulen

I'm a highly motivated and experienced PA, currently looking to resume my

professional career after dedicating the last year to my newborn. I am looking forward to continuing my career on a full-time basis. 12 La Mignon, Bradford Street

Highveld, Centurion

Cell: 072*******

***************@*****.***

LinkedIn Profile

EXPERIENCE/ EMPLOYMENT HISTORY

Finway International, Gardens, Cape Town — Personal Assistant, Helpdesk Administrator

August 2018- May 2019

Finway International is an independent wealth management firm based in Cape Town that offers a full range of Investment and Private banking services both locally and internationally

Finway International Website

Job Description:

● Answering clients questions on financial products and services.

● Buying and selling stock on behalf of the client.

● Managing investments as per instruction.

● Conducting planning services.

● Estate planning services administration

● Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and assisting with meetings with clients to discuss their portfolio performance and investment objectives.

● Reporting to management and performing secretarial duties.

● Processing, typing, editing, and formatting reports and documents.

● Filing documents, as well as entering data and maintaining databases.

● Liaising with internal departments and communicating with the public.

● Directing internal and external calls, emails, and faxes to designated departments.

● Arranging and scheduling appointments, meetings, and events.

● Monitoring office supplies and ordering replacements.

● Assisting with copying, scanning, faxing, emailing, note-taking, and travel bookings.

● Preparing facilities and arranging refreshments for events, if required.

● Observing best business practices and etiquette. Reason for Leaving: Pregnancy.

SKILLS

Flexibility and adaptability

Good oral and written

communication skills

Organisational skills and the

ability to multitask

The ability to be proactive and

take the initiative

Tact and diplomacy

Communication skills

Call Centre and Escalations

Handling

Customer Service (Walk-in and

inbound assistance)

Knowledge of standard

software packages and the

ability to learn

company-specific software if

required.

Good knowledge/overview of

Investment operations from an

administrative standpoint.

Personnel management (1-3

staff members)

Billing, Invoicing and basic

accounting skills

Social Media Management

2

3i Solutions, Woodstock, The Boulevard — Sales Call Centre Agent,

June 2018 - July 2018

3I Solutions is an outsourced call centre provider to the UK Market. I was assigned in the sales call centre to sell PPI claim services to clients across the UK. IIt was a valuable experience to work with international clients and to be able to learn more about the insurance products in the UK as well as all the different banks involved with the PPI scandal. For more details you can view this link:PPI Claims Project

● Answer incoming calls and respond to customer's emails.

● Management and resolve customer complaints.

● Sell products and place customer orders in the computer system.

● Identify and escalate issues to supervisors.

● Provide product and service information to customers 3i Solutions Website

Reason for leaving: Ideal position at Finway International Ginsburg Financial Services, Roodepoort — Office Manager January 2017 - February 2018

● Coordinating appointments and meetings and managing staff calendars and schedules.

● Supervising, mentoring, training, and coaching our office staff and delegating assignments to ensure maximum productivity.

● Purchasing office supplies and equipment and maintaining proper stock levels.

● Producing reports, composing correspondence, and drafting new contracts

Ginsburg Financial

Reason for leaving: Relocated to Cape Town.

Discovery Life, Sandton — Inbound Call Centre, Discovery Consulting Services- Franchise Administrator

June 2015 - December 2016

The business provides individual and business clients with comprehensive life, capital disability, income protection, severe illness, funeral and other risk protection cover.

● Listening to customer concerns and providing information, answers, or responses.

● Taking orders and processing billings and payments.

● Obtaining and correctly recording customer information. INDUSTRY-SPECIFIC TRAINING

RE - 5 - FPI (Regulatory Exam)

Call Centre Training

Product Training with various

Life Insurance, Medical

Schemes companies as well as

cash management and

investment/ bonds products

(Investec)

Compliance - Masthead,

Moonstone

LANGUAGES

English - Bilingual

Afrikaans - Home Language

3

● Reviewing and making changes to customer accounts.

● Handling customer complaints and processing returns effectively.

● Keeping records of customer interactions.

● Ensuring customer satisfaction or referring customers to supervisors.

● Identifying opportunities to up-sell other products and services. Discovery

Reason for leaving: Opportunity to have management training. Ginsburg Financial Services, Roodepoort — Personal Broker Assistant

January 2017 - February 2018

A Brokerage firm that has its prime focus on holistic financial planning.

● Reporting to management and performing secretarial duties.

● Processing, typing, editing, and formatting reports and documents.

● Filing documents, as well as entering data and maintaining databases as per compliance.

● Directing internal and external calls, emails, and faxes to clients

● Arranging and scheduling appointments, meetings, and events.

● Monitoring office supplies and ordering replacements.

● Assisting with copying, scanning, faxing, emailing, note-taking, and travel bookings.

● Preparing facilities and arranging refreshments for events, if required.

● Observing best business practices and etiquette. Reason for leaving: Opportunity to work in a corporate setting to start my career journey.

EDUCATION

SoloLearn, Online Learning — Front End Web

Development

August 2020 - In Process

Subjects completed: HTML, CSS/ CSS3

I am currently enrolled in SoloLearn Javascript.

Oxbridge Academy, Distance Learning — Business

Management Certificate

MONTH 2014 - In Process

Subjects completed: Business Management N6, Sales Management N6, Mercantile Law N5,

4

Incomplete Subject: Labour Law N5, N6

SWGC College, Roodepoort — Business Management

Certificate N4

Jan 2012 - June 2012

Subjects: Business Communication, Intro Accounting, Computer Practise, Business Management & Entrepreneurship

Hoër Volkskool, Heidelberg, Gauteng — Grade 12

Year: 2007

Subjects: English, Afrikaans, Business Economics, Economics, Biology & Tourism

PROJECTS

Secretaire Helpdesk — Virtual Assistant Services and administrative coaching for aspiring VA’s

Click here to visit website

Facebook Page Link

Kraaifontein Business Network - Business Diversity and Mentoring Platform

Facebook Page Link

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