Assistant Office
Resume:
EDUCATION
National Senior Certificate: Diamantveld High School Kimberley
Subjects Include:
Afrikaans Home Language
English First Additional Language
Math’s Literacy
Life Orientation
Life Sciences
Business Studies
Visual Arts
*National Senior Certificate available upon request CRISTELLE
ENGELBRECHT
PROFESSIONAL ASSISTANT
PROFILE
Efficient, organized Professional
Assistant with over 5 years’ experience.
Proficient user of MS Office, Excel,
PowerPoint, and Outlook. Have a
positive and professional working
attitude and are able to work and excel
under pressure. Able to resolve difficult
situations within the office and have
good leader qualities.
Seeking a role in a company where I can
grow in order to develop and gain
further skills. Language Proficiency:
Fluent in Afrikaans and English. Married
but no children.
CONTACT
PHONE:
ADDRESS:
46 Shackleton Street
South Ridge
Kimberley
EMAIL: **********.*@*****.***
WORK EXPERIENCE
Luggage and Leather North Cape Mall Kimberley
2013–2014
Sales
Cashier
Stock Control
Client Services
End of day duties
Banking
At Judy’s Guest House Manageress
2014–2016
Manageress
Admin
Client Service
Receptionist
Telecommunications
Welcoming Guests
Book-ins
Supervising Staff
Invoicing and general computer work.
Discovery Financial Consultants – Professional Assistant to Financial Advisor and Financial Office Manager certified in RE5
– Representatives in all Categories of FSP’s
2017 – until present
Specializing in basic Investment Portfolio admin, quoting, applications, Transfers and client services
Specializing in basic Life Cover Policies admin, quoting, applications, servicing, cessions and client services
Specializing in basic Vitality admin, applications, monitoring, arranging wellness events, maintaining profiles and client services
Medical Aid assistance including Claims process, applications, quoting, queries and customer services.
Basic Credit Card and Discovery Bank Customer
Service (Highly Confidential)
All admin duties for Investments, Life Policies, Vitality
(wellness programs and monitoring clients
Statuses),Medical Aid and Gap Cover
Controlling and admin duties for Employer Groups including Group Risk and Group RA’s
(Pension/Provident Funds) Applications, claims,
transfers, etc.
Life Policy Claims: Death, Disability, Severe Illness, and Income Continuation.
Policy amendments, cancellations, servicing
quotes(Citrix Workbench Platform)
Investment withdrawals, transfers, claims, fund
switches.
Medical Aid and Gap Cover quoting, applications, claims, necessary knowledge to assist clients with general enquiries and customer service.
Scheduled Meetings and appointments (Zoom and
Face to Face)
Kept calendars updated
Monitored, updated and recorded client details on system
Managed and assisted clients with profiles and
statuses
Credit Control (Life, Health and Investments)
Arranged Medicals on Demand (New Business Cases
and Claims)
Covid-19 Compliance officer
Compliance for all products / Office Compliance officer
Excellent Customer Service
Office Management
Log books and basic assistance for Tax Purposes
Organization and Filing
General Office support
Client support
Daily correspondence and written communications
Telecommunication, drafting of letters, typing and portfolio summaries.
MS Word, Excel, PowerPoint, Outlook, Citrix, SMAD, and Astute
Photocopying, Faxing, Scanning, Emailing etc.
Training of new staff
SKILLS
Organization and Time management
Administration and Communication Skills
Accuracy and Attention to detail
Knowledge of Relevant Software
Tact and Discretion
Multitasking and Self Motivated
Problem solving and ability to work under pressure
Confident and Diplomatic
INTERESTS
Outdoors activities
Keeping Fit
Painting
Reading
Music
REFERENCES
Luggage and Leather Kimberley – 053-***-**** (ask for Owners number)
Judy Lyle (At Judy’s Guesthouse) – 082-***-****
Discovery/Attooh! Kimberley – 053-***-****
Contact this candidate