Amanda De Graaff Email & Phone Number

Cape Town, Western Cape, South Africa

Krugersdorp, Gauteng, South Africa

Oversight of operationsStrategic goalsCritical analysis of reporting Review and approval of board resolutionsReview, approval and management annual budgetReview and approve annual financial statements

Midrand, Gauteng, South Africa

Complaint resolution managementRisk managementIndustry body liasonGovernance assessment and resolution Contracts, rules and amendment drafting

Project plan and manage - Company amalgamations- System migration- Conversion from defined benefit to defined contribution schemes- Equalisation of employee benefit structure post acquisition- Change management- Implementation of high performance environmentMigration of freestanding schemes to umbrella schemesInvestment Strategy Review and Asset ConsultingMentoring

• Fidelity Cover renewal• Prepare current, medium and long term budget• Provide developmental plans• Introduction and implementation of HR policies• Oversee outsourced function of IT support

• Full turn key product for 9 Umbrella Funds including Lesotho and Swaziland• Full turn key product for Freestanding Funds• Document all processes in line with customised value chain• Fortnightly meetings with Information Solutions to discuss and prioritise system development• Review pricing model for umbrella clients• Review fees for freestanding clients• Attend Key client Trustee meetings

• Compile annual plans for funds• Provide client updates in terms of legislation changes• Run internal workshop and roll out of legislation changes• Preparation for and attendance of various meetings • Budget management• Address staff on the benefits of management control systems at CEO briefing

• Manage administration team• Present annual financial statements to clients• Preparation for and attendance of various meetings• Ensure monthly reconciliations are processed within agreed timelines• Authorise switches for individual investment choice schemes• Meet with fund consultants to resolve any administration items• Oversee the disability assessment team for Tsogo Sun

• Manage administration and claims teams• Identify training needs and provide training internally or externally as required• Manage, develop and recruit staff • Ensure agreed turnaround times with clients are met• Development of systems procedures relating to administration and claims areas to streamline processes

• Set monthly, quarterly and annual targets for sales staff (including own target)• Motivation and incentive programs to assist sales staff in meeting targets• Manage, develop and motivate staff• Shop budget (branch Balfour Park)• Monitor budget versus actual income and expenditure of shop

• Private fund administration for a portfolio of funds• Monthly allocation of member, company and AVC contributions• Calculation of amount to be invested• Calculation of member benefits• Payment of claims• Payment of PAYE• Attendance of trustee meetings

• Unitised fund administration for portfolio of funds• Monthly allocation of member, company and AVC contributions• Calculation of amount to be invested• Calculation of member benefits• Payment of claims• Member queries

Post Graduate Diploma In Financial Planning Law, Banking, Corporate, Finance, And Securities Law, Nqf8

Being A Director

National Certificate In Financial Planning

First Regulatory Examinations: Representatives

First Level Regulatory Examination: Fsps (Sole Prop) And Key Individuals In Cat I, Ii, Iii, Iv, V

Management Development Programme (Mini Mba)

Higher Certificate In Insurance, Insurance

Intermediate Certificate In Business Studies, Insurance

Certificate Of Proficiency (With Distinction), Insurance

Matric