Open to opportunities

Ju-Ané Van Der Merwe

@annemievandermerwe

Message

I support investment clients, policy administration, and guest activities in fast-paced environments.

South Africa

Message

What I'm looking for

I'm looking for an opportunity where I can contribute strong administration, customer service, teamwork, and problem-solving skills while continuing to grow professionally.

I'm currently supporting investment client onboarding, new business transactions, policy maintenance, withdrawals, and additional contributions at Corona Financial Services.

Previously, I managed reception and general administration at Corona Financial Services, welcoming clients, answering telephones, preparing beverages, making appointments, and assisting with policy updates.

At ATKV Drakensville, I planned and led recreational activities for guests of all ages, particularly children under 10, while maintaining safety, daily logbooks, scheduling, and communication.

I bring strong communication, teamwork, problem-solving, and resilience to high-pressure environments, and I'm eager to keep growing professionally.

Experience

Work history, roles, and key accomplishments

Current

Administrative Assistant - Investments

Current

Corona Financial Services

Jun 2025 - Present (1 year 3 months)

Managed client onboarding and new business transactions, including corresponding with clients and companies and ensuring all required paperwork was completed. Handled most non-advisory client queries regarding investments and oversaw policy maintenance and client requests.

Client Onboarding Customer Service Administrative Support