Years of experience: 19

Administrative AssistantOffice AdministratorInvestment ManagementAssociateProject CoordinatorExecutive Assistant

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Marié's Career Path
Practice ManagerOct. 2021 -
Present
Graviton Wealth ManagementPractice Manager
South Africa● Liaising with clients and FSPs ● Management and tracking of transactions on clients’ behalf ● Consolidating and reporting of clients’ financial data ● General office management and compliance ● Personal assistant duties, such as making travel arrangements, diary management and scheduling of CPD courses and workshops
Business OwnerJan. 2021 -
Dec. 2021
AnnaBusiness Owner
Somerset West, Western Cape, South AfricaOwned a small coffee shop and deli All responsibilities in terms of the business fell to me; Staff management Financial management Business management Marketing
Administrative AssistantFeb. 2019 -
Sep. 2019
Haute Grandeur Global Hotel AwardsAdministrative Assistant
Somerset West Area, South Africa• Support Sales Manager in day to day tasks such as placing calls, confirming client information and responding to client queries • Maintaining client database on behalf of sales team • Weekly feedback to CEO of sales team performance as well as financial feedback • Invoicing and following up on invoices with clients (Sage One) • Managing daily and weekly planning of team on behalf of CEO • A...

Marié's Posts

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    How I can help you

    Efficiently manage client interactions, track transactions, consolidate financial data, oversee office management, and ensure compliance. Provide personal assistant tasks, including travel arrangements and scheduling, leveraging experience with high net worth clients.

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    People I am looking for

    Ideal Clients: - Businesses or individuals - Need skilled day-to-day assistance - Value speed and accuracy - Require confidentiality

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    Experience & Cases

    Key Achievements: - Developed a retirement fund withdrawal service - Worked with Graviton Wealth Management - Collaborated with O’Malley Wealth Investments

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    How to contact

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