Lyana Petzer

Experience

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  Standard Bank Group

  Jan 2008 - May 2008

  Personal Assistant

  ~ General Admin Duties (Phone, Letters, Fax, Scan, Post and e-mails)~ Making Appointments for Financial Advisor (Cold Calling)~ Prepare client files on request

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  Dr. HAJ Jay and Dr Toni Jay - Du Preez

  Jun 2008 - Jan 2009

  Receptionist and Accounts for Both Dentist and Doctor

  ~ General Reception Duties (Phone, Letters, Fax, Scan, Post and e-mails)~ Making Appointments for Patients at our Consultant Room as well as Hospital Theatres~ Following up on Payments from Clients as well as the Medical Aids (Debtors statements, etc.)~ General Admin duties in the Office like Filing, Faxing ~ Ordering of Stock (office and Medical)~ Phoning for collections for patients dentures. Blood Samples and ECG – medical requirements for Life Cover Policies.~ Working on Excel, Word, Outlook, “Solumed (Version 8.2.13) [Income]” Show less

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  Standard Bank Group

  Feb 2009 - Sept 2011

  Personal Assistant

  ~ New clients – Information Collation, Preparation, Client Appointments, Achieving Sales Budget. ~ Capturing data on the Blueprint System.(Spotlight) ~ Liaise with Standard Bank branches where required and also with SET. ~ Being results orientated, energetic and productive ~ Ensure SLA’s are adhered to, all necessary compliance documents are provided. ~ Schedule all customer appointments like medicals with regard to the particular policy. ~ Manage communication notices to clients and send relevant information based on their portfolios. ~ Handle customer queries by liaising with Product Providers and extracting information from the System. ~ Send confirmation of sales credits to the managers on a monthly basis. ~ Capture all processed leads on the CAMS system. ~ Monitor Forex transfers, repurchases, withdrawals, surrenders, encashment and transfers. ~ Maintain files for correspondence and records and management of customer database. ~ Ensure proper record keeping in terms of FAIS. ~ Collation of portfolio information, understanding and knowledge thereof and preparation of policy schedules. ~ Preparation of quotes and pre-completion of documentation. ~ Preparation and collation of reports and proposals with information given from the planner. ~ Checking and submission of new business applications to ensure smooth and speedy processing, including compliance documentation. ~ Reports to the Financial planner and SBFC Management ~ Interaction with Provincial Operational Support staff and Standard Bank Financial Consultancy Head Office ~ Interaction with Retail Banking staff to receive leads and provide feedback ~ Interaction with Product suppliers (internal and external) to provide and receive feedback ~ Interaction with high net worth customers in everyday execution of duties ~ Maintain confidentiality Show less

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  Old Mutual Investment Group

  Oct 2011 - Apr 2012

  Secretary

  ~ New clients – Information Collation, Preparation, Client Appointments, Achieving Sales Budget. ~ Being results orientated, energetic and productive ~ Ensure SLA’s are adhered to, all necessary compliance documents are provided. ~ Schedule all customer appointments like medicals with regard to the particular policy. ~ Manage communication notices to clients and send relevant information based on their portfolios. ~ Handle customer queries by liaising with Product Providers and extracting information from the System. ~ Send confirmation of sales credits to the managers on a monthly basis. ~ Capture all processed leads on the CAMS system. ~ Monitor Forex transfers, repurchases, withdrawals, surrenders, encashment and transfers. ~ Maintain files for correspondence and records and management of customer database. ~ Ensure proper record keeping in terms of FAIS. ~ Collation of portfolio information, understanding and knowledge thereof and preparation of policy schedules. ~ Preparation of quotes and pre-completion of documentation. ~ Preparation and collation of reports and proposals with information given from the planner. ~ Checking and submission of new business applications to ensure smooth and speedy processing, including compliance documentation. ~ Interaction with Product suppliers (internal and external) to provide and receive feedback ~ Interaction with high net worth customers in everyday execution of duties ~ Maintain confidentiality ~ Arrange Golf Days for networking Show less

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  Precision Freight

  May 2012 - Aug 2013

  Office Administrator

  ~ General Office Duties: Switchboard, Letters / Spreadsheets, Data Capturing, Fax, Scan, Filing, Post, E-mails, Internet Browsing, Banking and ordering Stationery (Delivery books), Event arrangements~ Travel arrangements: Airplane tickets, accommodation etc.~ Invoicing, Credit Notes, Quotations, Monthly Statements, Debtors and Creditors.~ Preparation of all requirements for Annual Financial Statement, VAT Input / Output and Staff Salaries.~ Manage Office and trucks when employer is out of the country (Work / Holiday related)~ Cross Border: Pre-clearance of all trucks & Vat payments for SARS Customs~ Arrangement of Abnormal Permits for South Africa, Botswana, Namibia and Mozambique~ Stock Control: Receipt of all products (tyres, truck Soap etc.)~ Managing 3 x Bank Accounts (Bank Reconciliations)~ Monthly preparation and submission of P.O.D’s to our clients within a set time frame.~ Completion Vehicle and Asset Finance Applications and all required documents.~ Manage 14 x Drivers: Leave, Trip Reconciliation, Queries, Work Permits, Fines (AARTO)~ Logistics: - Keep track of all loads coming in and going out. - Arrange breakdown assistance when required.~ On call 24/7 via cellphone and e-mail for any enquiries with regards to trucks. Show less

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  Al Zarra Venter Farmer Projects

  Sept 2013 - Feb 2015

  HR (Payroll) & Office Manger

  ~ General Office Duties: Switchboard, Letters / Spreadsheets, Data Capturing, Fax, Scan, Filing, Post, E-mails, Internet Browsing, Banking ~ Invoicing, Credit Notes, Quotations, Monthly Statements, Debtors and Creditors.~ Payroll for 150 employees – Salaries & Wages, Leave Management. ~ Loading of Salaries & Wages to Standard Bank Business Banking Online~ SARS annual IRP5/IT3 and periodic submissions via easy file.~ Capturing Daily Production and Monthly Expenses ~ Manage Office and trucks when employer is out of the office (Work / Holiday related)~ Monthly preparation and submission of monthly truck loads (Delivery notes & weighbridge tickets) to our client within a set time frame.~ Completion Vehicle and Asset Finance Applications and all required documents.~ Trip Reconciliation for trucks & other vehicles as well as Monthly diesel consumption ~ Keep track of all loads going to the different sawmills Show less

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  The Hydraulic Centre (Pty) Ltd

  Mar 2015 - now

  Group HR Manager & Administrator

  Group HR Manager (The Hydraulic Centre, Hydraulic and Pneumatic Hub & Carletonville Hydraulics)- Recruitment and Termination - Managing Employee HR Files - Legal and Statutory Compliance (Employment Equity, Skills Development Plan, B-BBEE etc.)- Payroll - Medical Aid- Provident Fund- Leave Management- Company Vehicles Management- Training Requirements (internal and external)- Grievance/Disciplinary Process/CCMA etc.- General duties as and when requiredGroup's Administrator - Notices / memos- SHEQ System Manager- ISO accreditation assistance- Marketing Assistance (including Exhibition Stand Management)Personal Assistant to the Directors and Top Management members. Show less

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  Step Out Gauteng (Pty) Ltd

  Nov 2019 - now

  Co-Owner

  Step Out is all about Stepping Out of your comfort zone, yet still staying close to home. Find us on Facebook https://www.facebook.com/stepoutgauteng