LINNEL VAN DER
MERWE
PROFESSIONAL ASSISTANT
Phone:
Email:
adochi@r.postjobfree.com
Personal Particulars
Age: 22
Gender: Female
Language: Afrikaans English
Transport: Own reliable vehicle with
valid driver’s license
Race: White
Dependants: None
Marital Status: Single
Skill Highlights
Goal/Deadline driven
Strong decision maker
Highly organized
Service orientated
Communication
Effective Time Management
Able to work without constant
supervision
Experience
Professional Assistant: 01.02.2018 - Present
Discovery Financial Consultants, Kempton Park
Scheduling and confirming appointments.
Managing Financial Advisers diary and Coordinate meetings.
Completing and complying with FAIS and FICA compliance.
Resolving client queries to ensure great customer service.
Developing strategies for new business development.
Provide ad hoc support around office as and when needed
Taking meeting notes between client and adviser.
Ensure that the office is running smoothly at all times.
Processing and finalizing insurance claims short term and long term.
Manage incoming and outgoing correspondence and telephone calls.
Liase with Financial Adviser on other employees perfomance.
Assist with shortlisting new employee candidates.
Daily administrative duties.
Education
Matric: Hoërskool Hugenote 2017
Training
Personal Assistant Training: Discovery Head Office Discovery Product Training and Sale Points: Discovery Head Office