SUMMARY

I have been in the financial industry for over 20 years. I am an extremely dedicated, hardworking and a meticulous professional who can work with both teams or on my own. I have the experience and skills to get up and running and have a positive mindset.

PERSONAL INFORMATION

Full Name – Rensia Robertson

ID – 730**********

Citizenship – South African

Health – Excellent

Marital Status – Married

Address – 4 Broeksman Cresent, Strand, Cape Town 7950

Cell - 071-***-****

E-mail – adobkj@r.postjobfree.com

WORK EXPERIENCE

EFFICIENT WEALTH MANAGEMENT / PERSONAL ASSISTANT

(October 2019 - June 2020, Lockdown - Retrenched)

-Short term Insurance - OM Insure

-Quotations

-New Business captured

-Arranged medicals for policies to be issued

-Conversion of quotes to policies once approved by clients

-Claims

-Client statements on investments

-Update of personal details

-Data capturing

-Change of banking details

-FIAS and FICA

-Change of beneficiaries

-Retirement Annuities

-Trusts applications

-Death cover

-Interact and communicate written and telephonically with clients

-Receive medical reports

-Management of daily emails

-Filling of client information and correspondence

-Medical Aid and Gap Cover applications and queries and claims

JUST LETTING / LETTING AGENT - PROPERTY ADMINISTRATOR (June 2018 – September 2019)

-Letting of properties - homes and flats

-Qualifying potential clients

-Administration

-Data Capturing

-Update database

-Daily emails

-Safety

-NDT LTI Inspections

-Detailed Reporting

-Close out reports

-Handovers

Rensia Robertson

Administration / Personal Assistant/Receptionist

+27(0)71 436 1295

adobkj@r.postjobfree.com

-Daily emails

-Registrations on system

-Placing adverts in various mediums

-Liaising with Landlords

-Clerical duties

-Inspections

-Deal with tenants complaints

-Update client details

-Inspections

-Utility management

-Collection of clients rental and manage all debtor accounts in relation to outstanding rentals.

-Deal with any maintenance issues which might arise within the portfolio and bring it under the attention of the Operations Manager.

-Keep clients informed.

DECO SPA’S - OWNER /MANAGER (September 2011 – May 2018)

-Performance management, stock and data on a monthly basis

-Ordering and buying of stock

-Debtors and creditors

-Logistics

-Wages

-Stock transport, quotes, pricing invoicing, delivery time

-Sales and stock planning

-Quotations

-Store support

-Ensure visible branding - showroom

-Training and supervising of employees

-Organize and co-ordinate exhibitions: Homemakers Expo, Design for Living

PPS INSURANCE - DURBANVILLE / PORTFOLIO ASSISTANT (March 2008– August 2011)

-Liaising with clients

-Medical appointments

-Quotations

-Issue new policies asap

-Portfolio management

-Update database

-Data capturing

-General Queries

-Claims

-ACHIEVEMENT: Met and exceed monthly targets

-

Onsite Quotation

-Estimating Mandays

-Paint Inspection

-Paint Touch Ups

-Project Management

REFERENCES:

Karen Snyders 021-***-**** - PPS

Andre Caalsen 082-***-****-Nebank

Ihan Nel 074-***-**** - Efficient Wealth

Stefan Boshoff -083-***-****- Quantum

SKILLS

-Team Leader

-Hard Working

- High levels of work ethic

- Self disciplined

-Assertive

-Determined

-Critical Thinking

-Time Management

-Operation and Control

-Ability to quickly file alphabetically and numerically.

- Excellent communication skills

- Determined

-Well groomed

-Professionalism

-Having a flexible approach

WORD, EXCELL AND POWERPOINT

QUANTUM PORTFOLIO BROKERS - BELLVILLE / PERSONAL ASSISTANT (February 2004 – February 2008)

-Liaising with clients

-Filling, making copies

-General queries

-Quotations, applications

-Arranged medical nurse to see clients

-Follow-up

-Data capturing

-Making of appointments

BOLAND BANK / NEDBANK - PERSONAL ASSISTANT, RECEPTIONIST ( June 1993 – Januarie 2004, Tyger Valley Centre, Durban Road)

-Receptionist

-Client appointments with manager

-Data capturing

-General administration

-Filling

-Ordering of cheque books

-SBV - receiving money

-Balance of ATM’s

-Teller

-Made deposits into clients accounts

-Balancing ATM with manager

EDUCATION

Empangeni High School – Matric

Year : 1986- 1990

Qualification : Matric

Subjects:

-Art

-Typing

-Biology

-Geography

-Afrikaans Home Language

-English Additional Language

-Activities:

-Swimming

-Athletics

-Hockey

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