i am an experienced Personal Assistant and Administrator , and worked for 25 years in the Financial Industry

i have worked in the Financial Industry for more than 25 years  as a , Personal Assistant, Client Relationship Manager and Office Manager.

I am reliable, positive and professional in my work.'

I am also able to work from home if required and have my own transport.

I am available immediately to commence work.

I do believe i have the skills and experience for the above duties and know i will be able to make a difference with my knowledge.

Last Resume Update Jul 15, 2020
Address Steenberg, South Africa
E-mail Locked
Phone Number Locked


Ecsponent Financial Services
Office Manager
Nov 2019 - May 2020

- Assisted the Broker Consultants as well as the Wealth Manager
- We dealt with Preference shares as well as Bonds (trading company)
- Made appointments for the Broker Consultants
- Followed up on all their redemptions and New Business applications
- Facilitated flights and accommodation for staff and the area manager
- Worked closely with Area Manager to go to meetings with the Broker Consultants,
- Made sure their paperwork was compliant before adding to the system (Fais and Fica)
- Took control of the office by ordering of office equipment, stock,etc…
- Respond to emails, diary management, and facilitate functions.
- Office word, excel,and all other related administration duties.
- Pre –populating of Applications and forwarding to clients.

GCI Wealth
Client Relationship Manager to 4 Wealth Managers
Jul 2018 - Oct 2019

- Work on Xplan and the Prospect System
- Capturing of all New Business and servicing tasks on Xplan
- Adding it to the Prospect System to track the progress of business
- Access various service provider’s websites to obtain statements on clients (10 service providers)
- Prepare Client Advice Records for the Wealth Managers,
- Prepare all docs for New Business and servicing
- Follow up on the above,
- General admin, filing, emailing, scanning, etc….
- Also work with R/A’s, Life Annuities, and Section 14;s, as well as life cover.
- Drawing quotes from the system for various service providers.
- Pre – populating of Apps and all other docs

Venn Sure Consulting
Personal Assistant to 4 Financial Planners
Mar 2015 - Jul 2018

- Completing of investment switches
- Processing of servicing for client insurances on our Liberty Systems
- Completing adhoc investments and insurance applications
- Management of electronic diaries
- Processing of Gap Applications and Medical Aid
- Following up on all work processed
- Completing of Repurchases
- Completing weekly figures for consultants
- Adhering to instructions via e-mail
- Completion of compliant files, FAIS and FICA
- Completion of will applications
- Photo copying, emailing, MS Word & MS Excel
- Anti-Money Laundering assessment completed

Standard Bank
Personal Assistant to 2 Financial Planners
Mar 2002 - Apr 2015

- Management of their electronic diaries
- Completion of investment applications, switches and adhoc
- Repurchases of investments
- Following up on queries
- Completing files for FAIS and FICA
- Photo copying, emailing, MS Word & MS Excel

Standard Bank
Bank Official
Jun 1989 - May 2002

- Checking of bulk deposits for large companies
- Pay roll and wage distribution for large companies
- Scrutinizing and stamping of cheques
- Balancing of cash
- Handled foreign exchange
- Interacting with clients
- Opening of accounts
- Account support officer (confirmation of employment and salary and mandates)
- Completed Assessments for FAIS, FICA, Treating Clients Fairly & Anti-Money Laundering


Garlandale Senior Secondary
Jan 1981 - Dec 1986

Contact Candidate

Login or register as Employer to contact this candidate.