Manager Personal Assistant

Location:

Kimberley, Northern Cape, South Africa

Salary:

10000.00

Posted:

January 05, 2021

Contact this candidate

Resume:

Curriculum Vitae

Christelle Bartsch

*. PERSONAL DETAILS

Surname: Bartsch

First Names: Christelle

Identity Number: 830**********

Date of birth: 20 April 1983

Age: 37

Sex: Female

Nationality: South African Citizen

Marital status: Married

Dependants: One

Home language: Afrikaans

Other languages: English (speak, read and write)

Religion: Dutch Reformed

Criminal offences: None

Health: Good, non smoker

Driver’s license: B

2. ADDRESSES AND CONTACT NUMBERS

Residential address: 12 Yates Street

Monument Heights

Kimberley

8301

Postal address: 12 Yates Street

Monument Heights

Kimberley

8301

Work telephone: 053*******

Cellular phone: 071*******

3. FORMAL QUALIFICATIONS

National Senior Certificate (2001) Hoër Volkskool Potchefstroom. 3

4. WORK EXPERIENCE

Institution: Jan Frederik Fivaz (Financial Planner for Standard Bank Position: Personal Assistant for Executive Financial Planner Duration: 1 October 2019, still working

Reason for leaving: Better opportunities and remuneration, Duties:

• Focus on client retention

• Participating in a team, fostering of teamwork and co-operation. Teamwork can extend beyond the boundaries of the department

• Provide and maintain exceptional customer service

• Resolve client complaints and queries

• Proactively call clients

• Action renewal reports

• Enquiries

• Administration

• Answering all telephonic enquiries

• Schedules appointments on behalf of the Financial Planner and records it on his Diary

• Receive, send, and print outs and e-mails on behalf of the Financial Planner

• In charge of the capturing of cases on system

• In charge of the process of producing copies of correspondence sent out Institution: NEDBANK

Position: Sales Consultant

Duration: 1 October 2008 till 31 July 2015

Reason for leaving I got married and relocated to Johannesburg, no open vacancies at that stage for transfer.

Duties:

• Focus on client retention

• Build and maintain intimate relationship with clients to ensure financial needs of clients are met across all product lines

• Educate and navigate customers

• Promote and sale of products / solutions and related services

• Participating in a team, fostering of teamwork and co-operation. Teamwork can extend beyond the boundaries of the department

• Provide and maintain exceptional customer service

• Resolve client complaints and queries

• Proactively call clients

• Action renewal reports

• Responsible for all client FICA requirements

• Act as FAIS representative and comply with all legislative requirements Institution: NEDBANK

Position: Enquiry clerk

Duration: 1 December 2004 till 30 September 2008

Duties:

• Enquiries

• Assisting clients with general enquiries, problems, etc.

• Issue & encoding of ATM cards

• Cross selling of products & services

• Administration

• Foreign Clerk

• Teller duties

• Switchboard duties

Reason for leaving: Higher post grade and opportunity. 4. WORK EXPERIENCE (Continued)

Institution : NEDBANK

Position: Temporary Teller Post

Duration: 12 December 2003 till 30 November 2004

Duties:

• Teller duties

• Co-custodian of Treasury

• Foreign Clerk

• Administration

• Switchboard duties

Reason for leaving: From temporary to permanent appointment. Institution: First National Bank

Position: Temporary Receptionist

Duration: 1 April 2003 till 1 December 2003

Duties:

• Answering all telephonic enquiries on behalf of the Senior. Bank Manager and referring them to relevant persons within First National Bank

• Schedules appointments on behalf of the Senior Bank Manager and records it on his Diary

• Receive, send -and print out facsimiles and e-mails on behalf of the Senior Bank Manager 5

• In charge of the capturing of all banking related letters on computer, including forms and other related correspondence

• In charge of the process of producing copies of correspondence sent out Reason for leaving: Better opportunities and remuneration. Institution: TX Scrapyard

Position: Temporary Receptionist

Duration: 15 December 2001 to 31 March 2003

Duties:

• Reception related duties

• Answering of telephonic enquiries

• Capturing data on towed-in vehicles in a register

• Cashier duties – Sales & Purchases

• Weekly depositing of received monies into Business account

• Receives, open and filing of Incoming Mail

• In charge of addressing of envelopes associated with outgoing mail as well as the franking thereof

• Responsible for the sending out, receive and filing of facsimiles Reason for leaving: Better opportunities and remuneration. 5. OTHER QUALIFICATIONS AND COURSES

MS Word 2000 & MS Excel 2000 Level 1 (With Distinction) – Universal College Outcomes Nedbank Teller Course (3 February 2004 – 5 February 2004) Integration Enquiries (13 - 14 June 2005)

Integration Mzanzi Teller (16 August 2005)

Ned Exchange (3 March – 4 March 2008)

Foreign Training (10 -11 March 2008)

Facilitate Buying Decision (6 March 2008)

First Responder – Level One

DSBI NQF 4 – Unit Standards 7236 and/or 7244 competent Bankfais Deposits 1A

Regulatory Examination Certificate –First level Regulatory Examination: Representatives (2012) Act as EE REP for Branch

6. COMPUTER LITERACY

MS Word- Intermediate

MS Excel- Intermediate

7. REFEREES

Mr Jan Frederik Fivaz