Rosco Lakay

Experience

• 

  Sanlam

  Jul 2014 - now

  My Responsibilities are:makes sure vendor gets paid. make sure all our licenses subscriptions are up to date.Do journals.Accruals. Projections My responsibilities were: Salesforce administrator Call clients to arrange call back date for Advisers. followed up if clients were still interested. Data capturing. below are a few of my work functions:Check clients member details if all are updated. if not reach out to client via e-mail, phone to update details.Data capture. member details.

  • Financial Assistant

    Feb 2016 - now

  • Client Service Assistant

    Aug 2015 - Jan 2016

  • Policy Administrator

    Jul 2014 - Jul 2015