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@citadel.co.za
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Elize Smit is listed as Advisory Assistant at Citadel Investment Services, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a work email signal at citadel.co.za and a matched LinkedIn profile for Elize Smit.
Elize Smit previously worked as Private Clients Service Consultant at Consolidated Financial Planning and Administrative Assistant at Pvb & Associates - Discovery Ic. Elize Smit studied at Hoërskool Secunda.
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AeroLeads found 1 current-domain work email signal for Elize Smit. Compare company email patterns before reaching out.
My dynamic personality is strongly aligned to being able to work well under pressure as well as have excellent control systems in place. I can summarize a situation and look for opportunities of improvement. Through focus on individuals and team efforts, I am often acknowledged for my friendly attitude and interpersonal skills.
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Sandton, Johannesburg, South Africa
Daily Administration dutiesUploading investments on internal system for processingPreparing files for client meetings Diary managementDay to day queriesUploading policy information on internal systemsBooking rates with Peregrine Fx for offshore investmentsEnsuring all clients are compliantSection 14 transfers
Randburg, Johannesburg South Africa
Drawing up of policy schedulessetting up appointments with existing clientsclient communicationmonthly investment statements to clientsAll admin related queriesSection 14 transfers
Bryanston, Johannesburg, South Africa
Setting up meetings with existing clientsPreparing documentation for client meetingsGathering Investment / Risk policy information - Summaries for brokerSubmitting business to Discovery and other providers and following up till finalisedSection 14 transfersSubmit claims - disability claims, death claims, education paymentsNormal office admin
Parktown, Johannesburg, South Africa
Diary management for two managersAssisting with documentation for interviews and new recruitsSubmitting business for the branches consultants (averaged around 20 consultants)Scheduling training for new recruitsSetting up of monthly branch meetings
Secunda, Mpumalanga, South Africa
Managing diary for 2 doctorsOperating consulting rooms switchboardCapturing new patient data on systemsBooking appointments at specialists for patientsElectronic submission of accounts to medical aidsReceiving cash payments and doing cash upsOrdering, receiving and capturing movement of medicine onto the computer system
Secunda, Mpumalanga, South Africa
Managing switchboardDrawing insurance information for client meetingssummarizing information for the insurance brokerscanning information and linking to client profile
Secunda, Mpumalanga, South Africa
Managing diary for two doctorsArranging medication prescriptions for patients Booking theater, assistants and anesthetist for theater procedures Booking of hospital admissionsSpecialist bookingsWorking though age analysis and debt collection from patients and medical aidsReconciliation of bank statements Electronic submission of account to medial aids (EDI.
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Elize Smit works for Citadel Investment Services.
Elize Smit is listed as Advisory Assistant at Citadel Investment Services.
AeroLeads has found 1 work email signal at @citadel.co.za for Elize Smit at Citadel Investment Services.
Elize Smit is based in City Of Johannesburg, Gauteng, South Africa while working with Citadel Investment Services.
Elize Smit has worked for Citadel Investment Services, Consolidated Financial Planning, Pvb & Associates - Discovery Ic, Pps, and Medlife Health Care.
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Elize Smit studied at Hoërskool Secunda.
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