Candidate Profile

    Roo5416

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    About

    I have a variety of administration and operational support exposure. I enjoy multi-tasking and different activities helps me enjoy thriving as I have a continuous development attitude. My experience as an Executive Assistant, Compliance Assistant as well as a Customer Service Executive with exposure to clients nationally and internationally as well as telesales and marketing will assist and gives me an advantage to supporting the company scope of work.

    Proficient in

    Compliance AdministrationClient onboardingOperational supportGeneral AdministrationMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookOHSSales ForceOrcaInternet ExplorerTelephone etiquetteSPINInternal system atISOS as the provider search engine) X-Plan (Old Mutual)Organisational administrationSecretarialClienteleAnalyticalData capturingMentorshipAdvisingTeam leadingPortfolio managementCustomer support / service
    International

    Yes

    Availability

    Part-time or Full-time

    Experience

    12 years

    Previous Roles

    3

    Work History

    Client Service Executive
    Compliance Assistant / Trainer
    Executive Assistant / Event Coordinator

    Key Responsibilities in Most Recent Role

    Job Title: Compliance Assistant / Trainer

    12 years
    • Managing and distributing emails from the info@ mailbox.
    • Scheduled and confirmed monthly and quarterly compliance review meetings for the Compliance Officer, printing and sending out monthly reports, drafted and sent out meeting minutes.
    • Tracked response times and escalated overdue correspondence.
    • Captured new-client information on the OCS portal.
    • Performed general admin compliance and office tasks.
    • Facilitated onboarding of new OCS clients and updated proprietary compliance software for all existing clients.
    • Assisting CO with ensuring FSCA submission deadlines are met in a timeous manner.
    • Assisted CO’s with the FAIS profile-change submissions, and FSCA Submission deadlines.
    • Participated in FAIS / FICA compliance review meetings.
    • Liaised with the FSCA in terms of follow / ups relating to FAIS and FICA.
    • Reviewed representative, Key Individual and Director applications for regulatory conformity.
    • Training new staff members.

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