At Sasolburg Financial advisory (SANLAM), I schedule appointments, handle switchboard duties, and arrange stock and services as a Client liaison officer & New business assistant.
In my new business assistant work, I capture data, insure clients' details (FICA), and arrange requirements for new cases involving life insurance, retirement annuities, and investments.
I also support call centre processes for debit orders, beneficiaries, pay outs, and section 14 transfers.
Earlier, I worked as a Receptionist at EAE Motors and a Shop assistant at Water source, handling administration, invoicing, client assistance, stock orders, and sales.
