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Service: Fixed Assets / Creditors & Debtors Administrator From 2013-01 To 2013-07
Duties
- Bar-coding of company assets
- Keeping record of company assets
- Phoning suppliers for o/s statements & invoices
- Opening new files for debtors
- General administrative duties
Financial Services: New Business Consultant From 2008-03 To 2008-11
Duties
- Investments / Unit Trusts, Retirement, Annuities, Provident / Pension Fund, Living Annuities, Endowment / Life Policies, Medical Insurance, Reading of schedules,
- Presentations, Surrenders, Cancellations,
- Updating of personal details, Withdrawals,
- Preparation of documents, Broker appointments,
- Health new business & servicing,
- Submit monthly funds under management figures
- Send offshore valuations to clients,
- Retirement planning, Broker commission book,
- Commission statements & queries
Accounting Bureaus healthcare organisation: Practise Support Clerk From 2008-12 To 2012-03
Duties
- Medical aid & patient queries,
- Sending off accounts via Health Suite,
- Rejections from Health Suite, Admin duties,
- Filing, Trail patients, Authorisations, Vera,
- Entering of patient information on the AS400,
- Billing accounts, Receipting, LOG, MVA,
- WCA, Banking, Posting / Faxing accounts to
- Medical aids / Patients and answering of
- Switchboard
Legal: Debt Collector From 2007-01 To 2007-08
Duties
- Invoicing
- Allocating payments
- Debtors
- Filing
- Data Capturing
- Account enquiries
- Extensive administrative duties,
- Liaised with clients on a daily basis
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