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Manager Personal Assistant

Location:
Johannesburg, Gauteng, South Africa
Salary:
R10000
Posted:
December 09, 2020

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Resume:

CIRRICULUM VITAE

MICHELLE LERATO MATLOU

Personality Profile

I am a confident, highly driven individual who strives to accomplish anything I set my mind on. I am self-motivated, creative and adapt quickly to different situations. My voluntary work has taught me to have great communication skills as I interacted with people of different cultures and values. I am an open-minded individual who is eager to be challenged in order to grow and improve my skills. Driven by my need to be highly successful, I have adopted a very good work ethic, this by ensuring that I am on time and all tasks assigned to me I carry out effectively striving for excellence.

PERSONAL INFORMATION

Name:

Michelle Lerato Matlou

Birth Date:

08/12/1991

ID number:

911**********

Gender:

Female

Nationality:

South African

Marital Status:

Single

License:

Code 10

Languages:

English, Afrikaans, Sesotho, Setswana, Sepedi, isiZulu, Venda

CONTACT INFORMATION

E-Mail:

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

Mobile:

079-***-****

WORK EXPERIENCE

Job Title:

Personal Financial Advisor

Employer:

Old Mutual Personal Financial Advice

Duration:

November 2018- November 2019

Responsibilities:

●Prospecting to find suitable clients who are part of the income segment

●Setting up meetings with clients to discuss their financial goals and overall financial portfolio

●Explain and educate the client on the financial services that can be offered to him/her after understanding their personal goals.

●Assist clients plan for their future goals (Education, Investments, and Retirements etc.)

●Annual Reviews on client’s portfolio. This includes determining if changes need to be made to improve the clients’ lifestyle. This could result from a client recently getting children or getting married.

●Update client’s information as requested by clients

Reporting To:

Sales/Development Manager

Job title:

Personal Assistant to Financial Advisor/ Sales Manager

Employer:

Old Mutual Personal Financial Advice

Duration:

February 2018 – November 2018

Responsibilities:

● Performs general office administration

●Filling and scanning of documents

●Correspond with clients(via emails, telephonically and personally)

●Capturing of new business, provide detailed feedback

●Manage customer relations

●Arrange travel and accommodation

●Delivering consistent service and support to all clients

●Preparing quotes, following up on outstanding information, proofing applications, scanning and indexing information

Reporting To:

Sales Manager

Job title:

Store Assistant

Employer:

Mr Price

Duration:

February 2015 – January 2016

Responsibilities:

●Greeting customers who enter the shop.

●Assisting shoppers to find the goods and products they are looking for.

●Stocking shelves with merchandise.

●Answering queries from customers.

●Reporting discrepancies and problems to the supervisor.

●Giving advice and guidance on product selection to customers.

●Keeping the store tidy and clean, this includes hovering and mopping.

●Responsible dealing with customer complaints.

●Working within established guidelines, particularly with brands.

●Attaching price tags to merchandise on the shop floor.

●Responsible for security within the store and being on the look out for shoplifters and fraudulent credit cards etc.

●Receiving and storing the delivery of large amounts of stock

●Keeping up to date with special promotions and putting up displays.

Job title:

ABET Facilitator

Employer:

Department of Education

Duration:

February 2012 – December 2012

Responsibilities:

• Facilitation of ABET session face-to-face intervention

• Monthly progress report

• Facilitate Induction and Orientation programme

Skills Acquired:

Good communication, Excel, Word, PowerPoint, Meeting Deadlines, Event Planning, Invoicing, Good telephone etiquette, Multitasking.

TECHNICAL QUALIFICATIONS

Tertiary Education:

N5 Public Relations

Institution:

Tshwane North College

Major subjects:

Office Practice, Information processing, Communication, Computer Practical, Publi Relations

Year Completed:

2016

Education:

Long-term Insurance Certificate

Institution:

Milpark Education

Year Obtained

2019

Education:

Investments Certificate

Institution:

Milpark Education

Year Obtained:

2019

High School:

Elmar College School

Level Attained:

Grade 12

Year Completed:

2008

PERSONAL SKILLS AND COMPETRNCIES

Skills:

Willingly take opportunity to learn

Adapts easily to new challenges and eager to learn new ways of doing things

Communication and Language proficiency in English, Sotho, Sepedi, Zulu

Reliable and responsible in fulfilling duties

Competent in Microsoft Office

Competencies:

General knowledge of business practices

Decision making and organizational skills

Result driven by meeting objectives on time given

Good listener and always willing to offer a helping hand

Work independently.

REFERENCES

Dikeledi Lepota

Old Mutual PFA

Sales/Development Manager

Telephone: 065-***-****

E-mail: *******@*********.***

Mr Price

Esrom Ledwaba

Mr Price Manager

Telephone: 064-***-****

Ephenia Seoke

Old Mutual PFA

Team Leader

Telephone: 061-***-****

Email: ******@************.***



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