Administrator
Resume:
JULIEN BUYS
CELL: 082-***-****
EMAIL: adymet@r.postjobfree.com
SUMMARY
Highly skilled administrative professional with a 20-year track record of streamlining the mechanics of an office. Proficient in writing correspondence, experienced in MS Word, Excel, PowerPoint, and Outlook. Aptitude for multitasking and completion of assigned tasks within deadline period.
Proven abilities in developing positive relationships with clients and coworkers. Information and learning “sponge”.
Problem solver and go-getter who takes on each day with a smile.
Interested in an opportunity with a company where exceptional administration, great customer skills, and an enthusiastic approach will be fully utilized and the possibility of optimal growth into a position with a perfect fit.
Bilingual: English & Afrikaans
Background: Financial, Investments and Asset Management, Financial Planning, Services, Retail. Client care.
Code B license and own transport
EMPLOYMENT HISTORY
AMAX Financial Services
Position: Insurance Administrator
Period: 1 Aug 2021 – present
Direct Senior: Yolande Fernandes
Duties:
Death claims
Face to face meetings with clients and the preparation thereof
Prepare Sanlam upgrade emails and marketing material
Prepare upgrade quotes
Prepare comparing quotes
Go-to person with regards to client enquiries
Investment Fund reviews on Tax-free Investments, Retirement Annuities and Endowments
SARS enquiries
Minutes of meetings with clients
Individual portfolio summaries
Council of Medical Schemes accreditation process
Administration of broker code applications
Liaison with Financial Sector Conduct Authority and Compliance Officer
Administration of broker appointments
New business outstanding requirements, liaison with doctors/ nurses and Sanlam
Employee Benefits
Section 14 transfers
Section 50 transfers
Fund switches
Cancellations
Medical aid enquiries from clients
Nomination process of beneficiaries
Income reviews
Resolving unpaid premiums with clients
Compliance documentation
Hewett Wealth
Position: Client Administrator
Period: 1 May 2021 – 30 July 2021 (temporary position)
Direct Senior: Erik Pieterse
Duties:
Being the right hand of the CFP
Running operations in the Pretoria Branch
Direct contact with clients with regards to:
Detail changes/ Updates on policies
Statements
Meetings and the preparation thereof
Section 14’s
Retirement planning
Withdrawals and Ad hoc’s
Filing and updating client database
Continuous updates to company database after each instruction
BEE Analyst
Position: Services Division Administrator
Period: 1 August 2018 – 30 May 2021
Direct Senior: Debbie Pretorius (Line Manager)
Duties:
Timesheet capturing for analysts using Fusion software
Operating of switchboard
Audit bookings, admin and payment follow up
Boardroom Bookings
Update Trax scorecards as required with additional users
Gardener worklog
Daily Covid screening of staff and visitors
Covid list update and storage
Updating of numerous audit lists (Amax, Finx BEE, Renaissance SA Ratings)
Monthly stock takes on beverages, consumables, and stationery
Biweekly ordering of Aquazania consumables
Maintenance of sanitation and neatness of reception
Distribution of stationary to staff
Preparation at functions, when required
Boardroom bookings
Follow up on IT issues (laptop and internet complaints)
Creating new sales and HR files
Maintenance and updating of company audit whiteboard
Meeting minutes
Regular update on audit checklist used for document coding
Occasional assistance to consultants re procuring of BEE certificates from suppliers
Updating company client database with contact details and addresses
Overseeing cleaner when Office Manager is out of office
Proof reading of reports to clients before submission
Solutions follow up with service providers and other departments
Filing
Search and research possible sales leads (when required)
BEE Analyst
Position: Procurement Team Leader (Call Centre setup)
Period: September 2016 till July 2018
Direct Senior: Sharna Stuurman (HR Manager)
Duties:
Overseeing Procurement department (team consist of disabled learners completing Business Admin NQF L3 & 4)
Main purpose of team: The procurement of BEE certificates from clients’ suppliers
Overseeing the process of the procurement of a client as follows: Allocating work to learners, contacting of supplier via email or telephone, saving documents, loading on Trax, reporting to analyst).
Setting of goals and deadlines for team and guiding team to the achievement thereof
Data Capturing
Timesheets
Liaison with suppliers and clients
Weekly reporting to manager on progress and status of clients’ procurement
Arranging training for learners
Scheduling meetings
General administration
January 2016 – Augustus 2016
Two temporary jobs and informal work where available to keep productivity optimal.
1. Land Rover Jaguar (temp) 2 weeks
Receptionist
Handling a very busy switchboard with 150 extensions
Bookings of multiple boardrooms
2. Sinakho Staffshop (temp) 1 month
Receptionist
Receiving candidates coming for interviews
Creating candidate profile on database
Keeping up to date with consultants’ diaries
Keeping reception area tidy and neat
Assuring kitchen remains clean and organized
Hennie Goosen (Financial Adviser)
Position: Personal Assistant
Period: February 2015 to December 2015
Manager: Hennie Goosen
adymet@r.postjobfree.com
Duties:
Liaisons with investment companies
Client communications
Assisting with all requests from clients with regards to:
withdrawals, Section 14’s, investments, etc.
Assisting with arrears cases
General office duties
Compliance checks
Diary keeping
All admin, compiling of documentation, client letters, FICA
Reason for leaving: Endeavored own business.
Noble Private Portfolios (Asset Managers)
Position: Receptionist / Office Assistant
Period: March 2011 to February 2015
Manager: Hester du Preez
adymet@r.postjobfree.com
Duties:
Reception
Filing systems
General office duties
Copying and typing
Switchboard operation
Organizing of events and seminars
Assisting PA with events planning, booking of venue, catering, etc.
Invoicing
Liaisons between client and investment companies
Company expenditure reconciliation (Two directors)
Client services
Assembling of marketing files
Liaising with courier companies for quotes, pick-up’s, and assembly of parcels.
Broker assistance
Research most cost effective travel for Directors and booking of plain tickets, accommodation and relevant needs
Reason for leaving: Better offer.
Video Den Super Store
Position: Sales Lady and Cashier
Period: June 2007 – October 2010
Duties: Handling of drop-safe, filing systems, cataloging, client services, approval of new customer application for membership, general upkeep of presentation of shop, controlling of Lotto terminal.
Manager: Sandra van den Berg (012-***-****
Reason for leaving: Moved from CBD to the east of Pretoria.
Pretoria Council for the Care of the Aged
Position: Clothing Shop Manager
Period: Jan 2004 – May 2004
Duties: General managing, stock-taking, cashier, bookkeeping.
Reason for leaving: Shop closed.
Rapport
Position: Cashier
Period: 2003-2004
Duties: Collection of payments due for newspapers delivered to garages in Pretoria/ Midrand area.
Reason for leaving: Part-time employment, my services were no longer needed.
Wall Street Coffee Shop
Position: Waitress
Period: Nov 2002 – April 2003
Duties: Greeting clients, placements, orders, upkeep of tidiness
Slimlite Cellular
Position: Cashier and Salesperson
Period: April 2002 – Sept 2002
Western Union Money Transfer
Position: Operator/ Cashier
Period: April 2000 – March 2002
Duties: Handling all in and-out flowing cash
Global computer transactions
Client service
PERSONAL INFORMATION
ID: 820-***-**** 08 9
DATE OF BIRTH: 24 FEBRUARY 1982
AGE: 38
STATUS: SINGLE
DEPENDANTS: NONE
COMPLETED TERTIARY EDUCATION
DEVELOPING YOUR LEADERSHIP SKILLS
ETHICS AND SOCIAL RESPONSIBILITY AWARENESS
PERSONAL DAY-TO-DAY EFFECTIVENESS
SELF CONFIDENCE AND COMMUNICATION
HOLISTIC BODY MASSAGE (SIMILAR TO SWEDISH)
AROMATHERAPY
INDIAN HEAD MASSAGE
ANATOMY AND PHYSIOLOGY
NUTRITION
KNOWING WHERE THE WORKPLACE IS GOING, AND GETTING THERE
BECOMING AN EXPERT IN YOUR KEY ACCOUNTS
POPI ACT
SECONDARY EDUCATION
SCHOOL ATTENDED: ELANDSPOORT HIGH SCHOOL (1995-1999)
HIGHEST STANDARD: GRADE 12. SUBJECTS: AFRIKAANS, ENGLISH, GEOGRAPHY, HOME ECONOMICS, BUSINESS ECONOMICS, BIOLOGY
LEADERSHIP: PREFECT AND MEDIA ASSISTANT
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