Experience

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  Truworths ltd

  Jun 2000 - Jul 2001

  Operator

  WORK FUNCTIONS : OUTBOUND CALL CENTREINFORMING CLIENT'S OF PROMOTIONS, CREDIT LIMIT INCREASESTEAM SUPERVISORSTART OF DAY PROCESSEND OF DAY PROCESS STATISTICS SPREADSHEET

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  Sanlam head office bellville

  Sept 2001 - Jul 2006

  Customer services representative

  WORK FUNCTIONS : DEALING WITH CLIENT QUERIES BUT THIS NEEDS TO BE DONE WITHIN A SPECIFIED AMOUNT OF TIME ON THE TELEPHONELIAISING WITH OTHER DEPARTMENTS TO ASSIST IN COMPLETING THE CLIENT'S REQUEST.ASSIST WITH TEAM TO CREATE BETTER STATISTICSCOMPLETE THE CLIENT'S QUERIES WITHIN THE SPECIFIED AMOUNT OF TIME GIVEN TO UPKEEP STATS.FAXING AND EMAILING OF CLIENT INFORMATION NEEDED.LIAISE WITH OTHER DEPARTMENTS TO HANDLE DIFFERENT QUERIES SO AS TO GIVE EFFICIENT SERVICE.BIG ASSISTANCE WITH TEAM MEMBERS TO IMPROVE THEIRQUALITY OF WORK AND PRODUCTION LEVEL INCREASE.ASSISTING OTHER TEAMS WITH UPKEEP OF STATS BY GIVING INFORMATION ON IMPROVEMENTS THAT CAN BE UTILISED Show less

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  Gary limited

  Aug 2006 - Nov 2007

  Business process administrator

  • RECEIVE ALL CLIENT AND BROKER REQUESTS • VERIFICATION OF CLIENT AND BROKER DETAILS• COMPLETE CASES PERTAINING TO PRESERVATION FUNDS, BOTH PENSION & PROVIDENT• INVOLVING NEW BUSINESS REQUESTS AS WELL AS WITHDRAWALS, RETIREMENTS, AMENDMENTS & ADDITIONAL CONTRIBUTIONS• APPLICATION OF TAX DIRECTIVES FOR WITHDRAWALS & RETIREMENTS• LIAISED WITH TRANSFERING COMPANIES REGARDING PENSION & PROVIDENT FUNDS MONIES

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  Allan gray investment services

  Nov 2007 - Sept 2008

  WORK FUNCTIONS : TO LEAD AND MANAGE A TEAM OF ADMINISTRATORS/AUTHORISERSTO COACH AND DEVELOP A TEAM OF ADMINISTRATORS/AUTHORISERSMONITOR TEAM TARGETS AND ADMIN POOLS TO ENSURE THAT SERVICE LEVELS ARE MAINTAINEDMANAGING THE ONGOING RELATIONSHIP BETWEEN INTERNAL AND EXTERNAL CLIENTSDRIVE RESULTS AND SOLUTIONS THROUGH THE TEAM- IDEA MANAGEMENTTO MOTIVATE, SUPPORT AND INSTIL ALLAN GRAY VALUES WITHIN MEMBERS OF THE TEAMENSURING CONTINUAL COMMUNICATION BETWEEN MANAGEMENT AND STAFFTO MANAGE THE PROCESSING OF ALL DAILY TRANSACTIONS AND ENSURING THIS IS DONE ACCURATELY AND TIMEOUSLY WITHIN THE GIVEN DEADLINES. THIS INCLUDES A CAPACITY TO PLAN AND ENSURE THAT ADEQUATE RESOURCES ARE ALWAYS AVAILABLETO MANAGE THE CORRECTIONS OF ALL ERRORS IN AN ACCURATE AND TIMEOUS MANNERTO MANAGE THE PENDING CASES AS WELL AS CLIENT FOLLOW UPSTO PLAN AND ORGANISE THE ACTIVITES AND DELIVERY OF THE TEAM, BASED ON OBJECTIVES SET BY MANAGEMENTTO BUILD AND MAINTAIN A POSITIVE WORKING RELATIONSHIP WITH ALL OTHER TEAMS IN THE RETAIL DEPARTMENTTO IDENTIFY AND CORRECT ERRORS WITH RELEVANT AUTHORISATIONSTO SUPERVISE AND SUPPORT DAILY ACTIVITIES OF TEAM MEMBERS, PERFORMANCE MANAGEMENT AND APPRAISALSTO ENSURE THE TRAINING AND DEVELOPMENT OF STAFF TAKES PLACETO MANAGE AND REPORT ON TURNAROUND TIMES, ERROR REATES, WRITE OFFS EXCEPTION REPORTING ETC.TO REVIEW AND SIGN-OFF ON DAILY AND PERIODIC REPORTINGTO MONITOR AND ENSURE MAINTENANCE OF VARIOUS MANUAL WORKAROUNDS TO ENSURE A CONTINUOUS PROCESS FLOW. IMPLEMENT CONTROLS TO MITIGATE PROCESSING RISKS AND DOCUMENT ALL PROCEDURES, PROCESSES AND CONTROLSTO EMSURE TIMEOUS PROCESSING OF DAILY WORKFLOW SO AS TO MEET/EXCEED CLIENT EXPECTATIONS AND SLA'sTO PREPARE DAILY MANAGEMENT REPORTSTO RECOMMEND EFFICIENCIES TO EXISTING PROCESSES AND PROVIDE INPUT TO NEW PROCESSES Show less • TO VALIDATE PROCESSED INSTRUCTIONS AGAINST RECEIVED SERVICE REQUESTS PARTICULARS TO ENSURE ACCURACY AND CONFORMANCE WITH PROCESS AND RULES. • TO ENSURE TIMEOUS PROCESSING OF DAILY WORKFLOW SO AS TO MEET/EXCEED CLIENT EXPECTATIONS AND SLA’s.• TO VALIDATE PROCESSED AND RESOLVED QUERIES (CLIENTS & INTERNAL) AND ERRORS IN ORDER NOT TO PREJUDICE ALLAN GRAY’s CLIENTS. TO LIAISE WITH LIFE ADMINISTRATORS REGARDING THE CORRECT IMPLEMENTAION OF INSTRUCTIONS RECEIVED TO MEET WITH OUR SERVICE DELIVERY STANDARDS TO OUR CLIENTS.• TO MONITOR AND ENSURE MAINTENANCE OF VARIOUS MANUAL WORKAROUNDS TO ENSURE A CONTINUOUS PROCESS FLOW• TO PREPARE DAILY MANAGEMENT REPORTS• AD HOC DUTIES AS MAY BE REQUIRED FROM TIME TO TIME• CHECKING OF RECOGNITION ON TRANSFERS• RECORDING OF ERRORS Show less

  • TEAM COORDINATOR

    Apr 2008 - Sept 2008

  • BUSINESS PROCESS AUTHORISER

    Nov 2007 - Apr 2008
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  Allan gray

  Sept 2009 - Aug 2010

  • TO VALIDATE PROCESSED INSTRUCTIONS AGAINST RECEIVED SERVICE REQUESTS PARTICULARS TO ENSURE ACCURACY AND CONFORMANCE WITH PROCESS AND RULES. • TO ENSURE TIMEOUS PROCESSING OF DAILY WORKFLOW SO AS TO MEET/EXCEED CLIENT EXPECTATIONS AND SLA’s.• TO VALIDATE PROCESSED AND RESOLVED QUERIES (CLIENTS & INTERNAL) AND ERRORS IN ORDER NOT TO PREJUDICE ALLAN GRAY’s CLIENTS. TO LIAISE WITH LIFE ADMINISTRATORS REGARDING THE CORRECT IMPLEMENTAION OF INSTRUCTIONS RECEIVED TO MEET WITH OUR SERVICE DELIVERY STANDARDS TO OUR CLIENTS.• TO MONITOR AND ENSURE MAINTENANCE OF VARIOUS MANUAL WORKAROUNDS TO ENSURE A CONTINUOUS PROCESS FLOW• TO PREPARE DAILY MANAGEMENT REPORTS• AD HOC DUTIES AS MAY BE REQUIRED FROM TIME TO TIME• CHECKING OF RECOGNITION ON TRANSFERS• RECORDING OF ERRORS Show less

  • Business Process Authoriser

    Jan 2010 - Aug 2010

  • Business Process Administrator

    Sept 2009 - Dec 2009
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  Personalized debt solutions

  Aug 2010 - Aug 2011

  Administration manager

  WORK FUNCTIONS :REVIEW ALL CLIENT INFORMATION ONCE CAPTURED AND CHECKEDENSURE DEBIT ORDER PAYMENTS ARE UP TO DATE AND UPDATED REGULARLYCAPTURE CLIENT DETAILS ON THE SYSTEM FOR CASH PAYMENTSLIASE WITH CREDITORS WITH REGARDS TO OUTSTANDING INFORMATION TO BE SENT TO FOR THE CLIENTCOMMUNICATE WITH CLIENT REGARDING MISSED PAYMENTS RESOLVE QUERIES WITH CREDITORS WITH REGARDS TO CLIENT PAYMENTSMAINTAIN ALL DEBIT ORDERS FOR SPECIFIED DATES TO ENSURE THAT THE CORRECT INFORMATION IS UPLOADED TO THE PAYMENT DISTRIBUTION AGENTCHECK CLIENT STATEMENTS FOR IRREGULARITIESLIASE WITH PAYMENT DISTRIBUTION AGENTS WHEN PAYMENTS GO WRONGRESOLVE CLIENT QUERIES REGARDING LATE PAYMENTS, MISSED PAYMENTS, CHANGE IN PAYMENT STRUCTURE ETC.DELEGATE WORK TO STAFFENSURE THAT STAFF RECEIVE THE ADEQUATE TRAINING FOR THEIR ROLESSET UP A TRAINING MANUAL COVERING THE BASICS OF THE POSITION Show less

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  Coronation fund managers

  Oct 2011 - Dec 2015

  Validation of all incoming work mainly Unit Trust and also with Retirement Products. WORK FUNCTIONS :COMPILE INFORMATION FOR FICA PROJECTCHECKING FOR FICA DOCUMENTATION FOR TRUSTS AND COMPANIESCHECKING FOR TAX REFERENCE NUMBERS FOR INDIVIDUAL CLIENTS AND TRUSTS - SEPERATE PROJECTASSISTED CALL CENTRE WITH PENDING QUEUESASSISTED CLIENT RELATIONSHIP MANAGERS WITH REPORTING WORK AND PRINTINTING OF DOCUMENTATION I have been contracting with Coronation Fund Managers and I have fulfilled my contract.

  • Retirement Products and Collective Investments Validations Team

    Jan 2012 - Dec 2015

  • PROJECT ADMINISTRATION

    Dec 2011 - Jan 2012

  • Project Administrator

    Oct 2011 - Jan 2012
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  Franklin templeton investments

  Dec 2015 - Dec 2018

  Transfer agent specialist representative

  • SERVICE SHAREHOLDER, BUSINESS DEVELOPMENT MANAGERS, INTERMEDIARIES BY WAY OF TELEPHONE OR EMAIL REQUEST• SUPPORT SUPERVISORT IN IMPLEMENTING COMPANY POLICY AND GUIDELINES• ASSIST IN PROJECTS OF TEAM RELATED QUERIES• VALIDATE AND CHECK ALL INCOMINE TRANSACTION TO ENSURE ALL INFORMATION PROVIDED IS ACCURATE• ASSIST IN ALL MAILING PROJECTS AND TASKS • ASSIST WITH DAILY STATISTIC UPDATES FOR OUR LUXEMBOURG OFFICE

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  Jtc group

  Jan 2022 - Sept 2024

  • Assistant Manager

    Jan 2019 - Sept 2024

  • Senior Administrator

    Jan 2022 - Jan 2022
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  Tmf group

  Sept 2024 - now

  Senior manager