Juan Van Der Westhuizen

Experience

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  Silica Financial Administration Solutions

  Mar 2005 - Dec 2009

  Team Manager

  * Manage productivity, quality and instruction volumes* Monitor and challenge internal controls.* Monitor and challenge processes and business rules.* Communicate with internal and external clients.* Participate in the implementation of, or own internal projects. * Manage, develop, coach, mentor, and train staff.* Drive and monitor Key Performance Indicators.* Conduct regular performance discussions.* Queue management on workflow system.* Facilitate the recruitment and orientation of new staff. * Compile training material of different team processes. Show less

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  EFS Investment Sollutions

  Dec 2009 - May 2011

  Client Liaison and Administrator

  • Update a business process manual for training purposes• Assist with training of new sales consultants and new team members (coach, guide, handle difficult/escalated queries, check their work for quality and accuracy)• Implement Internal Controls for regulatory compliance• Process and authorise daily investment transactions for retirement funds and unit trusts.• Ensure that new clients and Independent Financial Advisors comply with our registration requirements• Update fund information and website content • Handle client and Independent Financial Advisor queries via email, fax, telephone and walk-ins.• Calculate and distribute monthly fund interest and dividend declarations• Prepare Financial Reports • Reconcile investment account balances monthly • Reconcile bank account balances daily • Performance appraise colleagues• Ongoing Transactional system testing of new functionality• Administrative tasks Show less

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  PSG Asset Management

  May 2011 - Dec 2011

  Client Services Consultant

  EFS Investment Solutions were acquired by PSG Asset Management.

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  Innovation Group South Africa

  Dec 2011 - now

  Support Account Manager

  I’m a well-balanced, skilled, confident, highly motivated and driven individual. I have been the dedicated Support Account Manager to our biggest revenue producing account for the past 8 years. I play a critical role in the success of this account that demands maximised sales and revenue year on year. I achieve this by managing this complex account systematically and logically. I believe that consistency and dedication is the key to successful business partnerships.