Andrea Collins Email & Phone Number

Bedfordview, Gauteng, South Africa

Bedfordview

I am the personal assistant to Mark Jurgens the Director, as well as a senior administrator assisting with the following:We mainly specialise in wealth creation with unit trust investments. We do a lot of offshore investments and the tax clearance applications and locking in of rates to transfer these funds. We have very low fee structures that have been.

Bedfordview

I worked at D.A.B Broking Services cc as the Office Manager, Short Term Underwriter and Long Term Administrator. This involves preparing quotes, analysis and proposals as well as submitting of new business. I am also in charge of handling an Employer Provident scheme with Liberty. On the short term side, I am the underwriter for personal and commercial.

Edenvale

Personal Assistant to the CEO and Managing Director, as well as a Paraplanner. This involves setting up appointments, preparing quotes, general administrative duties, Financial Needs Analysis and all the work before the brokers see the clients. Companies we deal with include, Altrisk, FMI, Liberty, Old Mutual, Discovery (life, invest and health) and.

It involved setting up appointments with professionals for the Advisor selling insurance for Sanlam Cobalt for Professionals as well as all administrative duties and liaising with clients.

Brackenhurst

I was employed as a Tax Clerk, where I was responsible for personal Income Tax and registration of companies for VAT and PAYE.