Michelle Koen
Customer Services, Administration and Compliance
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About
Thank you for taking the time to review my CV. I hope that you will find it favourable enough to warrant an opportunity for an interview with you.
I am searching for an employment opportunity where I can contribute the skills and knowledge that I have gained and apply myself to a challenging new business environment.
I would like to be given the opportunity to prove the value I can contribute to your company.
Apart from generally being a hard worker, my work ethic and values like dependability, punctuality, honesty, good time management and multitasking are values I contribute to any working environment or new challenge.
I consider some of my strongest traits to be a willingness to learn and being able to adapt well in any circumstances, whether independently or in a team. I can work well under pressure and have good communication and leadership skills.
I value honesty and respectfulness and try to maintain a positive attitude in all situations. I work well in a team and have often led a team. I am good at taking initiative and self-managing my time and tasks with a sense of urgency, no matter how small or big that task might be.
My determination to do my job to the best of my ability has always been my strong point. I know how to “make the best of any situation” and perseverance allows me to see anything through.
I have a passion for people and helping others is something that brings me joy.
I strongly believe that I could be a good addition to your team because I am reliable and trustworthy and willing to put in the extra time and effort to get the job done. This along with a readiness to learn, I believe is what I can contribute to any working environment.
I therefore kindly ask you to consider my application attached and allow me the opportunity become an asset in your team.
Thanking you in advance,
Kind regards,
Michelle
Experience
Investment Administrator
Company: Sygnia Asset Management- 2021-2022
Accurate inputting of all client instructions into the administration system
Ensuring all instructions received adhere to legal and regulatory guidelines
Working with specified standards and drawing on internal resources to address client needs and ensure timeliness and accuracy of work
Clarify instructions received and appropriately document all interaction on theworkflow system
Responsible for upfront compliance
Working with other departments where necessary to resolve queries
Taking ownership of day to day tasks and other projects within the department andcomplete those timely, accurately and efficiently
Involvement in different teams across the business, including legal and compliance.
Responsible for maintaining relationships with internal clients
Investment Consultant
Company: Sanlam/Glacier-2012-2021
Accurate inputting of all client instructions into the administration system
Ensuring that target of daily new business reached
Ensuring all instructions received adhere to legal and regulatory guidelines
Working with specified standards and drawing on internal resources to addressclient needs and ensure timeliness and accuracy of work
Liaising with relevant role players e.g. intermediaries/clients/broker consultants, etcto obtain any outstanding information
Clarify instructions received and appropriately document all interaction on theworkflow system
Responsible for upfront compliance
Attend to and refer all escalated queries to the departments responsible and follow up on feedback
Communicate accurate and concise info to the relevant role players via telephoniccontact, faxes, email, etc. in order to keep them updated
Working with other departments where necessary to resolve queries
Reference Previous Employer Position Key activities Reference Education
Provide information to clients on products and funds available on the Retail Platform
Train and support IFA’s and Direct Clients on Procedures, Quotes systems Portalsites and completion of application forms and supporting documents pertaining toFICA and FAIS
Taking ownership of day to day tasks and other projects within the department andcomplete those timely, accurately and efficiently
Responsible for dealing with complications and complaints with regards to ROTs,workflow, open cases etc.
Involvement in different teams across the business, including legal and compliance.
Ensure compliance between processes, as well as making sure that processes runsmoothly and according to plan, as required.
Responsible for maintaining relationships with internal clients,
Customer and Sales Consultant
Company: Old Mutual
Achieve revenue targets as set out by management by selling short term insurance and life risk products
Respond promptly to customer inquiries and capturing client’s information
Obtain and evaluate all relevant information from various systems to handle andresolve inquiries and customer complaints
Process orders, applications and request form clients via telephone
Perform customer verification and FICA requirements
Ensure that customers are fully informed of their rights and obligations to Old Mutualin accordance with the Code of Insurance Practice
Education
Matric
Heideveld S.S.S.-1997
Recognition of Prior Learning-2007
Regulatory Examinations Qualification
Further Experiences
Languages
FICA & Fais (60 Credits)
Computer Literacy
SAP plus MS Office Applications
