Chantelle Meiring

Chantelle Meiring Email and Phone Number

Experienced Administrative Specialist | Process Improvement & Compliance Expert | Enhancing Efficiency and Customer Satisfaction through Strategic Solutions @ Proper Group
south africa
Chantelle Meiring's Location
Durban, KwaZulu-Natal, South Africa, South Africa
About Chantelle Meiring

With over 26 years of experience in administration, process optimisation, and customer service, I bring a results-driven approach to building efficient, compliant, and client-focused operations. I am passionate about creating streamlined processes that enhance productivity, reduce turnaround times, and improve client satisfaction. My expertise spans across governance, risk, and compliance (GRC), project coordination, and high-level customer relationship management, making me adept at navigating complex regulatory environments and fostering positive client interactions.In my recent roles, I have successfully led Governance, Risk, and Compliance initiatives, developed client portfolio strategies, and implemented administrative efficiencies that ensure alignment with industry regulations. My ability to optimise workflows, manage diverse client portfolios, and deliver accurate, actionable insights has consistently supported organisational goals and client objectives.I am driven by a commitment to quality, attention to detail, and a client-first approach, which has helped me build trust and deliver impactful results in both in-office and virtual roles. If you are looking for a reliable and knowledgeable professional to enhance administrative processes, drive compliance, and deliver exceptional customer experiences, let’s connect!Top Skills:• Administrative Operations & Office Management• Process Optimisation & Workflow Improvement• Governance, Risk, and Compliance (GRC)• Customer Relationship Management & Client Retention• Project Coordination & Multi-department Collaboration• Regulatory Compliance & Industry Adherence• Financial Analysis & Portfolio Management• High-level Communication & Interpersonal Skills• Strategic Planning & Business Acumen• Remote & Hybrid Work Proficiency

Chantelle Meiring's Current Company Details
Proper Group

Proper Group

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Experienced Administrative Specialist | Process Improvement & Compliance Expert | Enhancing Efficiency and Customer Satisfaction through Strategic Solutions
south africa
Employees:
15
Chantelle Meiring Work Experience Details
  • Proper Group
    Fiancial Paraplanner
    Proper Group Apr 2024 - Present
    Umhlanga, Kwazulu-Natal, South Africa
    • Conduct in-depth client portfolio analysis, preparing detailed reports that guide client financial planning and decision-making processes.• Coordinate the client review process by scheduling consultations, preparing agenda items, and ensuring all compliance documentation was up to date.• Prepare Records of Advice, Compliance Statements, and relate documentation to ensure regulatory adherence and facilitate informed client decisions.• Manage a broad range of administrative tasks, including scheduling, client database management, and ongoing customer service support to ensure high levels of client satisfaction and engagement.• Conduct financial market and fund research to provide clients with insightful, up-to-date information, aiding in their retirement and investment planning.• Streamline document and compliance workflows, reducing administrative turnaround times and enhancing efficiency across client service functions.• Develop and maintain tracking systems to monitor client investment performance, ensuring proactive communication of portfolio updates and strategic adjustments.
  • Nutun
    Grc Analyst
    Nutun Nov 2023 - Mar 2024
    South Africa
    • Led Governance, Risk, and Compliance (GRC) initiatives, coordinating the deployment and improvement of GRC service offerings across the organisation, with a focus on business resilience, risk management, and compliance.• Collaborated with cross-functional teams to build organisational knowledge of GRC principles, conducting training sessions and workshops to promote a risk-aware culture.• Monitored and assessed compliance with information security standards, conducting regular audits and developing corrective action plans to mitigate potential vulnerabilities.• Acted as a bridge between the business and the GRC department, ensuring all operational processes aligned with compliance and risk management protocols.• Designed and implemented data analysis frameworks to evaluate key GRC metrics, producing clear, actionable reports for stakeholders.• Utilised high EQ and interpersonal skills to foster constructive relationships across departments, ensuring smooth communication and collaboration on GRC matters.• Kept up to date with industry regulations and best practices, proactively identifying areas for improvement and contributing to continuous enhancement of GRC strategies.• Played a key role in the preparation and submission of compliance documentation, liaising with external auditors and ensuring adherence to regulatory requirements.
  • Prime Investments
    Customer Relationship Manager
    Prime Investments Jun 2022 - Feb 2023
    South Africa
    • Delivered exceptional product and investment support, ensuring compliance with the FAIS regulatory framework.• Developed and maintained strong client relationships, acting as the primary contact and ensuring open lines of communication through regular virtual meetings.• Managed relationships with external strategic partners, coordinating with product support teams to ensure seamless client service and timely issue resolution.• Ensured strict compliance with FAIS regulations, advising clients on best practices and maintaining all relevant documentation.• Conducted ongoing training sessions for clients to improve their understanding of complex financial products, enhancing their decision-making capabilities.• Implemented a client feedback system to assess and improve service delivery, resulting in a measurable increase in client satisfaction and engagement.• Monitored project milestones and provided clients with detailed updates, ensuring all aspects of project work were progressing according to plan.• Maintained high organisational standards in virtual meetings, with a focus on clear communication, goal-setting, and actionable follow-ups to ensure alignment with client expectations.• Coordinated weekly virtual meetings with clients and teams, maintaining a proactive communication flow.
  • Iza Wealth (Pty) Ltd
    Offshore Wealth Manager
    Iza Wealth (Pty) Ltd Jun 2020 - May 2022
    Kwa-Zulu Natal
    • Managed client relationships, delivering tailored offshore and local financial planning solutions.• Collaborated with investment houses to align client portfolios with market conditions and objectives.• Oversaw all aspects of client administration, from initial consultations to long-term relationship management.
  • Warwick
    Wealth Planner
    Warwick Jul 2019 - May 2020
    Durban Area, South Africa
    • Conducted in-depth investment needs analyses and provided clients with comprehensive financial planning.• Ensured compliance with current legislation and tax regulations, supporting clients in local and offshore investments.• Built and maintained positive client relationships, enhancing client satisfaction and retention.
  • Liberty Group South Africa
    Financial Advisor
    Liberty Group South Africa Dec 2009 - Jun 2019
    Zululand, South Africa
    • Specialised in risk cover and asset management, offering retirement and estate planning.• Designed and executed a sales and marketing plan, enhancing client acquisition and retention.• Administered detailed client records, ensuring regulatory compliance and providing transparent client reporting.
  • Liberty Group South Africa
    Office Manager / Personal Assistant
    Liberty Group South Africa Dec 2007 - Nov 2009
    Zululand, South Africa
    • Organised office functions and managed administrative procedures, optimising operational efficiency.• Developed an electronic filing system to streamline document storage and retrieval, ensuring compliance with the Financial Intelligence Centre Act.• Introduced commission tracking and reporting processes, improving monthly target achievement rates.

Chantelle Meiring Education Details

Frequently Asked Questions about Chantelle Meiring

What company does Chantelle Meiring work for?

Chantelle Meiring works for Proper Group

What is Chantelle Meiring's role at the current company?

Chantelle Meiring's current role is Experienced Administrative Specialist | Process Improvement & Compliance Expert | Enhancing Efficiency and Customer Satisfaction through Strategic Solutions.

What schools did Chantelle Meiring attend?

Chantelle Meiring attended Various Financial Companies, Various Financial Companies, Milpark Education - School Of Financial Planning And Insurance, Psg Academy, Inseta, Moonstone Business School Of Excellence, Usb, Financial Planning Institute Of South Africa, Working World College, Eshowe High School, Dofa Record.

Who are Chantelle Meiring's colleagues?

Chantelle Meiring's colleagues are Devan Moodley, Leantha Moonsamy, Tony Fourie, Kelly Kemp, Joanne King, Proper Group.

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