
Michelle Van Rensburg
@michellevanrensburg
I support wealth managers and insurers through precise portfolio administration and claims processing.
What I'm looking for
I'm currently supporting financial planners in South Africa with portfolio administration across investments, retirement annuities, life cover, and wills. I load and maintain sensitive client data, prepare legal and compliance documentation, and keep shifting workflows on track under strict deadlines.
Previously, I managed end-to-end Home and All Risks insurance claims administration for six years, validating documentation, maintaining accurate records, and resolving queries to move claims forward. I bring a detail-focused, confidential approach to financial services administration and remote coordination.
Experience
Work history, roles, and key accomplishments
Financial Planner's Assistant
Wealth Management & Financial Services
Feb 2026 - Present (7 months)
Provides high-level administrative and data support to financial planners, managing client portfolios and processing legal documentation.
Education
Degrees, certifications, and relevant coursework
National Senior Certificate / Matric
National Senior Certificate, General Education
Completed the National Senior Certificate (Matric) in South Africa.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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