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Work Background
Lithendo Consulting Pty LtdOperations Manager
Dec. 2019South Africa
Currency PartnersOnboarding Assistant
May. 2019 - Nov. 2019South Africa, Cape TownEnsuring that all relevant information is inputted on forms for clients wishing to emigrate. Assisted in opening up offshore banking accounts for transferring funds. Ensuring compliance with South African status and regulations from the beginning of the onboarding of clients right to the end. Answering all questions our clients would have regarding compliance matters and legal requirements.
Warwick WealthWill Administrator
Jul. 2013 - Mar. 2019Drafting Wills for new clients as per their instructions Amending Wills for existing clients Undertaking the above functions in accordance with the following legislation: • Wills Act 7/1953 • Administration of Estates Act 66/1965 and Regulations • Intestate Succession Act 81/1987 • Trust Property Control Act 57/1988 and Regulations Storing all signed Wills for safe custody with the appointed storage site and keeping record of such Updating the database for all stored Wills. Trust liaison calls: making calls to Trust clients to ascertain whether or not they require any amendments to their existing Wills or to follow up on any queries pertaining to the legal jargon embedded in the clauses contained in their Wills. Most clients don’t understand that the interpretation of their instructions might be different to that of their intention and these calls assist in ensuring that the client acquires a better understanding of how Wills/instructions are interpreted at the time of death.
Western Cape Gambling BoardAdministrative Assistant
Jun. 2012 - Nov. 2012Cape Town Area, South AfricaAdministrative duties, i.e. rendering support to specific functional areas. Attending to filling for the Licensing department Registry duties: - Receiving and distributing documents to relevant personnel. Registering these on the database and register book. Assigning document numbers to them as allocated by the database. - Archiving documents and registering them in the database. Printing and issuing out of licences.
City of Cape TownAdministrative Assistant
Oct. 2010 - May. 2011Cape Town Area, South AfricaAdministrative duties i.e rendering support to functional areas. Secretarial functions Minute taking: departmental and management meetings. Time and attendance i.e utilizing SAP: proving required documentation for leave and the capturing of leave Collating statistics as required by the department
NS Selepe Inc AttorneysLegal Secretary
Oct. 2007 - Mar. 2008Mpumalanga Area, South AfricaCourt - typing, serving and receiving of Court documents. Road Accident Fund - communicating with the Road Accident Fund with regards clients’ claims, posting and receiving documents from the Road Accident Fund. Acquiring relevant information from the Police and the Hospitals concerning the RAF claims. Accounts – drawing of statements of account for clients. Communicating with the relevant persons, i.e. clients/correspondents, regarding any other matter arising out of the above mentioned duties.
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