Elize Smit

Elize Smit Email and Phone Number

Advisory Assistant at Citadel Investment Services @ Citadel Investment Services
Elize Smit's Location
City of Johannesburg, Gauteng, South Africa, South Africa
Elize Smit's Contact Details

Elize Smit work email

Elize Smit personal email

n/a
About Elize Smit

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.

Elize Smit's Current Company Details
Citadel Investment Services

Citadel Investment Services

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Advisory Assistant at Citadel Investment Services
Elize Smit Work Experience Details
  • Citadel Investment Services
    Advisory Assistant
    Citadel Investment Services Jan 2016 - Present
    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
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  • Consolidated Financial Planning
    Private Clients Service Consultant
    Consolidated Financial Planning Oct 2015 - Dec 2015
    Randburg, Johannesburg South Africa
    Drawing up of policy schedulessetting up appointments with existing clientsclient communicationmonthly investment statements to clientsAll admin related queriesSection 14 transfers
    View
  • Pvb & Associates - Discovery Ic
    Administrative Assistant
    Pvb & Associates - Discovery Ic Sep 2013 - Sep 2015
    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
  • Pps
    Branch Secret
    Pps Nov 2008 - Aug 2013
    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
    View
  • Medlife Health Care
    Receptionist
    Medlife Health Care 2005 - 2007
    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
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  • Hoëveldrif Insurance Brokers
    Receptionist
    Hoëveldrif Insurance Brokers 2004 - 2005
    Secunda, Mpumalanga, South Africa
    Managing switchboardDrawing insurance information for client meetingssummarizing information for the insurance brokerscanning information and linking to client profile
  • Dr Pwo Pretorius & Dr Oo Eales
    Receptionist
    Dr Pwo Pretorius & Dr Oo Eales Jul 1997 - Aug 2004
    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 & Health Bridge)Inventory management and stock taking in chemistCreditor payments

Elize Smit Education Details

  • Hoërskool Secunda
    Hoërskool Secunda
  • Secunda High School
    Secunda High School
    Gr 12

Frequently Asked Questions about Elize Smit

What company does Elize Smit work for?

Elize Smit works for Citadel Investment Services

What is Elize Smit's role at the current company?

Elize Smit's current role is Advisory Assistant at Citadel Investment Services.

What is Elize Smit's email address?

Elize Smit's email address is el****@****l.co.za

What schools did Elize Smit attend?

Elize Smit attended Hoërskool Secunda, Secunda High School.

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