Personal Assistant Investment Consultant
Resume:
RONEL SMIT
EXECUTIVE PERSONAL ASSISTANT
CONTACT
************@*****.***
Lambton, Germiston, 1401
PROFILE
I am a mature and responsible individual, who is hardworking, and strives to achieve a high standard of work quality. I am challenge orientated and I work to build and maintain good relationships. I am an incredibly determined self-starter and I work well within a team and independently. I am an extroverted, enthusiastic person and am self- disciplined. I have great verbal and written communication skills. I work well under pressure and know how to manage stress. I like inventing new and creative ideas to solve problems and get work done effectively. I see myself as an energetic and ambitious woman.
EXPERIENCE
Flutterby Paper Manufacturers, Earthmove Freight and Logistics, Save Zone (PPE) and International Hygiene Solutions
MAY 2019 – Current (3 years)
Title:
Personal Assistant (Director/Chairman),
Head of Administration and
Frontline Receptionist
Report to: Chairman/Director, CEO and Business
Responsibilities:
– I am the heart of the business, and I work alongside the Director/Chairman, CEO and various businesses regarding the management of the businesses
(legal, accounts, sales, procurement, admin, reception and marketing departments)
– Acting as first point of contact: dealing with board meetings, credit and debtors’ correspondence as well of screening all phone calls.
– Managing diaries and organizing meetings and appointments.
– Managing travel, transport, and accommodation.
– Accompany Director/Chairman to various visits to clients, local and international.
– Organizing events and conferences.
– Management of important tasks and deadlines in the different departments. SKILLS
ONE - PERSONAL
ASSISTANT TO THE
DIRECTOR/CHAIRMAN /
ADMINISTRATION /
INVESTMENT
CONSULTANT /
FRONTLINE
RECEPTIONIST
TWO - RETAIL SALES
LADY
THREE - RETAIL -
ADMINISTRATION AND
FINANCE – HIGH RISK
MANAGEMENT
FOUR - ASSOCIATE –
INVESTMENT ANALYST,
ADMINISTRATION CLERK
AND PERSONAL
ASSISTANT TO THE
INVESTMENT
CONSULTANT
FIVE - CASH AND
INVESTMENT
ADMINISTRATION
MANAGER
SIX - PERSONAL
ASSISTANT: EXECUTIVE
CEO (INVESTMENT
PORTFOLIO MANAGER)
SEVEN - PUBLIC
RELATIONS MANAGER –
ASSISTANT EDITOR
EIGHT - PENSIONER AND
MEMBER CARE
ADMINISTRATOR –
PENSION DEPARTMENT
– Typing, compiling, and preparing sales reports, presentations, and correspondence.
– Managing databases, (Pastel Sage system regarding Invoicing and filing systems.
– Liaising with staff, suppliers and clients regarding quotes.
– Collating, reconciliation and allocating expenses within the different legal entities.
– Conducting research as per instruction received from the Director/Chairman and legal entities.
– Organizing the chairman’s personal commitments including travel arrangements for childcare.
– I am a brilliant multi-tasker and work well under pressure.
– Opening of bank accounts for the organization.
– Manage FAIS, KYC and FICA requirements/compliance.
– Preparing of external and internal client presentations. Printing, binding, and distribution. Collate report feedback.
– Legal documents: Typing or revising investment guidelines / agreements implementation of legal documents.
– General related administration duties.
– Reception Duties (including answering/transferring calls, screening calls & taking messages)
– Receiving visitors
– Taking minutes at all HO meetings
– Creating, managing, and sending out bulk e-mails & SMS’s
– Assist in record keeping and filing
– Managing of HO Petty Cash & Petty Cash Reports
– Assisting members with queries on the online membership system, any administrative, as well as financial queries.
– Assisting with invoicing & credit notes if needed
– bilingual in Afrikaans & English
– MS Word & Excel experience
– Professionalism
– Excellent verbal and communication skills
– Polite and friendly
– Accuracy in his/her work
– Excellent organisational skills
– Initiative taker
– Work independently
Smith’s Leather
October 2018 - March 2019 (6 Months temp)
Reason for leaving: Contract expired
Title:
Retail sales lady
Report to: Owner
Responsibilities:
– Maintain outstanding store condition and visual merchandising standards
– Maintain a fully stocked store
– Ascertain customer’s needs and wants
– Recommend ad display items that match customer needs
– Welcome and greed customers
– Mange point of sale process
– Actively involved in the receiving of new shipments
– Keep up to date with product information
– Follow all company policies
– Proficiency in English
– Administration
– Solid communication and interpersonal skills
– Proven working experience in genuine leather products
– Basic understanding of sales principals and customer services practices
– Customer service focus
NPO ORGANISATION
WORK
SA Scouts 1st Germiston
Scouts Association
Portfolio: Treasurer (2014 to 2020 +/-7
years)
Lamdel Residence
Association Germiston
Portfolio: Director and Head of Welfare (5
years)
SAPS (South African Police
Service)
Portfolio: Victim Assist – For women and
children (1 year)
– Friendly, helpful, confident, and engaging personality
– General administration
– Accountable for petty cash management
– Manage and accountable for visa and eft payments and record keeping
– Manage quotations on repair work (leather products) – follow up quotations
– engage with customer with regards on quotations
– Manage job cards (leather products) – follow up on job cards issued – engage with customer
GRAPHITE SECURITY AND RISK CONTROL
June 2018 – July 2018 (1 Month contract)
Reason for leaving: Contract expired
Title:
Retail
Administration and Finance – High Risk Management
Report to: MD and CRM’s of Graphite Security
Responsibilities:
– Retail Stores: PNP Lambton, Hazel Park Kathu, OK Ventersdorp, Boxer Vereeniging, Kimberly Cash and Carry, Boxer Lenasia And Boxer Vereeniging
– All correspondence and administrative functions for customers, suppliers and producers
– Handle the management of the above departments’ diaries, travel planning, arranging meetings with clients and visitors
– Responsible for drafting/generating reports and presentations
– Liaison with local customers.
– Administration
– Database management
– Calculate risk on monthly and weekly reports with regards to risk counts at stores/clients, (excel formula based)
– Prepare and check risk counts (high risk areas in these stores where goods are stolen the most) of existing clients
– Report these risk areas to the md and CRM’s
– Store visits
– Follow up all risk areas identified in these stores
– Coordinate weekly and monthly risk reports
– Assist and attend to ad-hock related tasks
– Set up new clients and establish a relationship with the CRM and the store supervisor
– Attend to daily client’s requests via phone, email
– Problem solving/crises management (investigate risk areas in stores)
– Assist md and CRM’s with other related issues and administration tasks
– All correspondence and administrative functions for customers, suppliers and producers
– Handle the management of the above departments’ diaries, travel planning, arranging meetings with clients and visitors
– Responsible for drafting reports.
– Liaison with local customers.
– Database management
– Administration
– Personal Assistant related tasks
– Reception Duties (including answering/transferring calls, screening calls & taking messages)
– Receiving visitors
– Taking minutes at all HO meetings
– Creating, managing, and sending out bulk e-mails & SMS’s
– Assist in record keeping and filing
– Managing of HO Petty Cash & Petty Cash Reports
– Assisting members with queries on the online membership system, any administrative, as well as financial queries.
– Assisting with invoicing & credit notes if needed
– bilingual in Afrikaans & English
– MS Word & Excel experience
– Professionalism
EDUCATION
Hans Merensky
1988
Matric
Transnet Esselen Park –
Training Centre
1995
Certificate: Word, Excel, PowerPoint
UNISA
2001
National Diploma: Public Relations
Management
Public Relations Society
2002
Certificate: Practical Minute Taking
Johannesburg School of
Finance
2002
Certificate: Investment Fundamentals
Certificate: Analysis of Financial Statements
Certificate: Business and Investment Finance
WITS
2015
Certificate: Introduction to Law; With the
focus on the constitution
UNISA
Incomplete (Due to work situation)
Bachelor of Commerce: Risk Management
REFERENCES
Smith’s Leather
Catherine Mdambo
Graphite Security & Risk
Control
Octavia Nonyana - Operations Manager
Willis Towers Watson
Roseleen Harris - Retirement Funds
Consultant
Nicky Stevens - Investment Consultant
Pieter Broodryk - Retirement Funds
Consultant
Shailesh Diar - Investment Consultant
Transnet
Esmarie Strydom - Investment Consultant
Roshnee Naidoo – Personal Assistant to
Esmarie Strydom
Durma Laubsher - Public Relations Manager
Beverly Beeslaar - Pension and Member
Care Consultant
Other References
Rene Horak
Desigan Padayachee
Trudie Enslin
Victor Masetle
– Excellent verbal and communication skills
– Polite and friendly
– Accuracy in his/her work
– Excellent organisational skills
– Initiative taker
– Work independently
–
Willis Towers Watson Actuaries
December 2007 - June 2017 (10 years)
Reason for leaving: Voluntary retrenchment (Took sabbatical leave) Title:
Associate – Investment analyst,
Administration Clerk and
Personal Assistant to the Investment Consultant
Report to: Investment Consultant; Actuary of different pension fund clients; Investment Portfolio Managers
Responsibilities:
– Client meetings – setting up and generate agenda/board packs and minute taking
– Generate investment report writing for existing clients (board members)
– Present and report to board of trustees (existing clients) – the monthly and quarterly investment returns (received and checked from the existing portfolio managers)
– Calculate monthly and quarterly investment returns, (in depth excel formula based)
– Check performance and monthly fees (charged by portfolio managers) of existing pension fund clients
– Coordinate and check generated investment manager presentations (the investment returns that were generated by us must be in line with the investment manager investment returns. Any discrepancies must be investigated)
– Generate and update monthly JSE index reports, containing current JSE market returns received from different sources (I-net system)
– Coordinate existing, new and potential client contracts, termination and re- balance of portfolio client contracts (special projects)
– Coordinate manager contracts - comply within the agreed investment guidelines – service level agreement (SLA)
– Coordinate and assist consultant/actuary on transition management, disinvestments and terminations of portfolio manager contracts
– Office administration
– Assist and attend to ad-hock investment related tasks
– Record and coordinate compliance – FICA (local) and KYC (know your client)
(global) regulations of new and existing clients
– Set up and closing of investment manager accounts
– Generate risk and compliance report of different asset classes
– Attend to daily client requests via phone, email
– Problem solving/crises management, investigating investment related issues and stress management
– Assist consultant/actuary with any administration tasks
– Attend to investment related tasks such as filing and contract management
– Challenge orientated, build and maintain good relationships
– Able to prioritize in a deadline driven environment
– Problem identification, excellent organisation skills and time management
– Administrative tasks
– Personal Assistant related tasks
– Administration
– Personal Assistant related tasks
– Reception Duties (including answering/transferring calls, screening calls & taking messages)
– Receiving visitors
– Taking minutes at all HO meetings
– Creating, managing, and sending out bulk e-mails & SMS’s
– Assist in record keeping and filing
– Managing of HO Petty Cash & Petty Cash Reports
– Assisting members with queries on the online membership system, any administrative, as well as financial queries.
– Assisting with invoicing & credit notes if needed
– bilingual in Afrikaans & English
– MS Word & Excel experience
– Professionalism
– Excellent verbal and communication skills
– Polite and friendly
– Accuracy in his/her work
– Excellent organisational skills
– Initiative taker
– Work independently
Transnet
1997-2007 (11 years)
Reason for leaving: Transnet Investment Department sold over to Willis Towers Watson, actuarial business
Title:
Cash and Investment Administration manager and
Frontline reception related duties
Report to: CEO – Investment Portfolio Manager
Responsibilities:
– Attend and participate in meetings with board of trustees
– Generate daily reports (risk and compliance report, cash exposure report
– Present quarterly and end of term reports to board of trustees and investment committees
– Manage and generate call and fixed deposits reports
– Calculate investment interest earned on call and fixed deposits
– Daily reconciliation of bank accounts
– Manage and negotiate daily rates (from issuers), banks (for term deposits)
– Manage and withdrawal of cash for daily cash flow purposes
– Manage account and make sure that no accounts are in an overdrawn position
– Manage and follow up on term deposits. Calculate and check interest return payments
– Follow up on any discrepancies (calculate and check of interest return payments)
– Manage interest claims (discrepancies on calculations when interest payments were checked)
– Manage new and current investments: manage transitions (existing and new clients), disinvestments (existing and new clients), corporate actions (all clients)
– Manage and appointment of new local managers and oversee manager contracts and other investment related tasks
– Manage front and back office to perform function on investment settlements
– Manage settlement of equity (share) trades in terms of the rules and regulations of the JSE
– Office administration
– Transferring of client's funds and dealing with client queries and requests
– Issuing the necessary instructions for the transfer / receipt / de- materialization of client share holdings
– Deal directly with share/portfolio allocations, deal directly with share adjustments, load account (portfolio manager) with custodian
– Manage client contracts and set up FICA (local) and KYC (know your client)
(global) regulation documentation
– Direct contact with custodian on a day-to-day basis
– Administration related duties
– Reception Duties (including answering/transferring calls, screening calls & taking messages)
– Receiving visitors
– Taking minutes at all HO meetings
– Creating, managing, and sending out bulk e-mails & SMS’s
– Assist in record keeping and filing
– Managing of HO Petty Cash & Petty Cash Reports
– Assisting members with queries on the online membership system, any administrative, as well as financial queries.
– Assisting with invoicing & credit notes if needed
– bilingual in Afrikaans & English
– MS Word & Excel experience
– Professionalism
– Excellent verbal and communication skills
– Polite and friendly
– Accuracy in his/her work
– Excellent organisational skills
– Initiative taker
– Work independently
Transnet
1995 – 1997 – Promoted to Cash and Investment Administration manager (3 years) Title:
Personal Assistant: Executive CEO (Investment Portfolio Manager) Report to: CEO – Investment Portfolio Manager
Responsibilities:
– Attend board of trustee, investment committee and portfolio meetings
– Client base – Transnet retirement fund, Transnet pension fund and Transnet second defined benefit fund
– Manage diary and emails of CEO
– Preparation of agenda packs, minutes packs and related tasks for the board of trustees, investment committee as per client base – (Transnet retirement fund, transport pension fund and Transnet second defined benefit fund)
– Safekeeping of original service level agreement (SLA), management of portfolio and client contracts, research and other regulated documents of portfolio managers and client contracts
– Prioritizing appointments and escalating important matters to CEO, board of trustees
– Prioritizing calls local and international
– Office administration
– Travel arrangements CEO
– Responsible of courier and deliveries - client contracts
– Responsible for credit card claims - CEO
– Generate reports – manger returns, monthly and quarterly reports
– Manage client contracts and set up FICA (local) and KYC (know your client)
(global) regulation documentation
– Correspondence - ensure accurate proof reading, typing, formatting and grammar, (documents, e-mails etc.), prepared by executive (CEO): portfolio manager – investment related correspondence
– Attending to personal issues when required by executive (CEO) i.e. Personal travel arrangements, car registration, service and repairs of CEO’s vehicle
– Client presentations preparing, printing, binding and distribution of feedback reports / presentations. Loading of presentations
– Legal documents typing or revising investment guidelines / agreements implementation of legal documents for account executives and sending documents for safekeeping
– Customer experience management (internal and external clients) understanding the client landscape (internal and external) and know the clients well enough to be able to deliver a client centric experience query handling and call management in a way that enforces our intended brand email screening and distributing client requests to the client services team scheduling of client quarterly feedbacks, client general meetings and client pitches assist with client events as required
– Transcribing recorded conversations to writing – minute taking
– Performing desktop/internet research as required by CEO
– General letter and fax correspondence
– Invoicing- approval, receipt of original invoice and send to finance department for payment (expenses occurred by CEO)
– Generate all payments to settle investments of newly appointed portfolio managers
– Distribution of generated reports to board of trustees, portfolio managers and the investment committee of the different pension funds (clients)
– Responsible for filing of investment related documents and contracts
– Manage and distribute of stationary requests within the investment department and of the CEO
– Administration
– Personal Assistant related tasks
– Reception Duties (including answering/transferring calls, screening calls & taking messages)
– Receiving visitors
– Taking minutes at all HO meetings
– Creating, managing, and sending out bulk e-mails & SMS’s
– Assist in record keeping and filing
– Managing of HO Petty Cash & Petty Cash Reports
– Assisting members with queries on the online membership system, any administrative, as well as financial queries.
– Assisting with invoicing & credit notes if needed
– bilingual in Afrikaans & English
– MS Word & Excel experience
– Professionalism
– Excellent verbal and communication skills
– Polite and friendly
– Accuracy in his/her work
– Excellent organisational skills
– Initiative taker
– Work independently
Transnet
1993 – 1995 - Promoted to Personal Assistant: Executive CEO (Investment Portfolio Manager) (3 years)
Title:
Public Relations Manager – Assistant Editor
Report to: Public Relations Executive
Responsibilities:
– Attend meetings
– Correspondence - ensure accurate proof reading, typing, formatting and grammar of all letters, documents and articles
– Gaining, understanding and support clients
– Build, maintain and manage the reputation of clients
– Visit clients (pensioner groups)
– Photoshoots- individual, groups - devising and coordinating photo opportunities
– Planning, developing, and implementing PR strategies
– Liaising with colleagues and key spokespeople
– Liaising with and answering enquiries from, individuals and other organizations, often via telephone and
– Office administration
– Researching, writing, editing, and distributing monthly newspaper
– Maintaining and updating of information of the organization
– Sourcing and sponsorship opportunities
– Managing the PR aspect of a potential crisis
– Interviewing
– Layout of the newspaper
– Printing and distribution of newspaper
– Event organizer, company, pensioner groups and individuals
– Obtain quotes
– Manage budgets – post and pre-events
– General letter and fax correspondence
– Invoicing - arrange approval, receipt of original invoice, and send to finance for payment. General payment, and other queries, distribution of reports
– Administration
– Personal Assistant related tasks
– Reception Duties (including answering/transferring calls, screening calls & taking messages)
– Receiving visitors
– Taking minutes at all HO meetings
– Creating, managing, and sending out bulk e-mails & SMS’s
– Assist in record keeping and filing
– Managing of HO Petty Cash & Petty Cash Reports
– Assisting members with queries on the online membership system, any administrative, as well as financial queries.
– Assisting with invoicing & credit notes if needed
– bilingual in Afrikaans & English
– MS Word & Excel experience
– Professionalism
– Excellent verbal and communication skills
– Polite and friendly
– Accuracy in his/her work
– Excellent organisational skills
– Initiative taker
– Work independently
Transnet
1989 – 2093 – Promoted to Public Relations Manager – Assistant Editor (6 years) Title:
Pensioner and Member Care Administrator – Pension Department Report to: Pensioner and Member Care Manager
Responsibilities:
– Reconciliation of bank and pay sheet statements and resolve discrepancies timeously
– Office administration
– Issuing necessary instructions for client requests
– Correspond to client’s requests and queries
– Printing and distribution of pensioner salary slips
– Collect necessary documents for payment requests of a new pensioner
– Follow up on medical aid queries
Contact this candidate