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Work Background
Succession Financial PlanningRegistered Financial Advisor: Employee Benefits
Nov. 2018
Succession Financial PlanningEmployee Benefits Specialist
Nov. 2018
SanlamAssistant Consultant
May. 2017 - Oct. 2018Assist the consultant in managing funds : deal with external queries telephonically, by written correspondence or visits, as required or approved by the consultant. taking queries from members liaising with trustees and other internal departments communication to members,- draft communication, distribute information booklets, liaising with couriers of companies communication to pensioners provide ongoing feedback to the consultant on all aspects relating to Joint Forum Meetings / Annual Review Meetings: ensuring agenda are drafted, and all annexures are given to the consultant for approval 3 weeks prior to the meeting ensure that agendas for meetings are collated, bound and distributed correctly 1 week before the meeting attend trustees and Sub-Committee meetings, take minutes, ensure minutes are typed and given to consultant 1 week after meeting, and circulate minutes within 2 weeks of meeting. matters arising to be actioned within one month after meeting Administration: distribution of information to trustees, insurance companies and asset managers processing payment of invoices processing section 14's – collating information, obtaining approval from financial services board, transferring members between funds assist in drafting annual reports and preparation of financial statements ad hoc typing and faxing distributing rule amendments obtaining signatures from clients when necessary issuing standard documents, such as quarterlies, surveys etc, timeously to clients. assist in due diligence exercises regarding acquisitions and mergers
SFP AdviceOffice Administrator
Oct. 2015 - Apr. 2017Somerset West Area, South Africa
Taj Cape TownHR Administrator Intern
Jul. 2014 - Dec. 2014Cape Town Area, South AfricaPrepare interview packs, schedule interviews, conduct reference checks, create induction schedules, prepare new engagement packs, load training on VIP system, load warnings on VIP system, write company articles, keep staff records up to date, conduct time audits for staff, keep monthly payroll input sheets up to date, assist with induction follow up interviews, deal with all incoming emails and phone calls, schedule meetings for HR Manager and Assistant HR manager, compile reference letters, compile decline letters, screen incoming CV’s, compile vacancy notifications for internal and external recruitment, assist with EE reports, assist with co- coordinating training programmes
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