Administrative Assistant Admin

CURRICULUM VITAE OF DANIELLE SMIT

Curriculum Vitae of DANIELLE SMIT

PERSONAL DETAILS

Mobile: 071*******

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

Work email: ********.****@***.**.**

Age: 25

Speaks English and Afrikaans fluently.

EDUCATION

High school – Grens High school (2011-2015)

WORK EXPERIENCE

Administrative Assistant at PSG Wealth, assists financial adviser with all admin tasks such as following up with clients, updating CRM, compiling of reviews, preparation work for adviser where needed. I also do reception work when needed. (2019-Currently)

Administrative Assistant to fiduciary adviser, assists with preparation of legal documents and further admin tasks where needed such as filing and research. Also trained in handling deceased estates and admin duties related to it. Correspondence with Master, banks, SARS and other entities related to administration of estate. FICA Compliance as well as advertisements in Gazette. Assists with recon and accounts. Monthly progress reports for adviser. (2019 – Currently)

QUALITIES

Quick learner

Exceptional client service

Creative thinker

Organized

Highly Motivated

Effective time management

Work well under pressure

REFERNCES

1.Larno van Wyk – 062-***-**** (PSG Wealth)

2.Jillian Dampies – 064-***-**** (PSG Wealth)

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