Ulandi Smit (Maree) Email & Phone Number

Centurion

• Perform general administrative duties• Calling prospective clients to make appointments with Advisor• Managing Advisor’s diary and calendar on a daily basis• Import of client information and managing activities• Prepare documentation for meetings with new and current clients as well as review and update client records• Handling and solving all problem related queries from clients• Creating, organizing and filing of client files as well as maintenance of an effective filing system• Knowledge of Momentum systems, MDS online and PACE• Assists clients with Momentum’s Multiply Rewards Programme in obtaining discounts on Life benefits• Assists clients and companies with Funds at Work Administration • Submitting new applications and amending alterations quotations for clients• Managing the medical requirements, arranging for medical appointments and follow ups with Fastlane.• Handling all Medical Aid related administration

Potchefstroom

Looking after and taking care of animals while people are away on holiday at my home and theirs.Socializing dogs and learning them basic manners and commandments at the Daycare.• Established and growing of a small business• Budgeting• Working with clients and meeting their needs• Marketing and Advertising• Networking with the local retailers and community

• Operate S-Net messaging service and the Spotlight program.• Import of client information and managing activities.• Creating; organizing and filing of clients files.• Perform general administrative duties & reception area.• Calling prospective clients to make appointments with Advisor.• Managing advisors diaries on a daily basis.• Handling and solving all problem related queries from clients.• Managing the medical requirements and arranging for appointments for medicals as well as follow ups.

• Operate S-Net messaging service.• Import of client information and managing activities.• Creating; organizing and filing of clients files.• Perform general administrative duties.• Calling prospective clients to make appointments with Advisor.• Managing the advisor’s diary on a daily basis.• Handling and solving all problem related queries from clients.• Assisting advisor in his daily work as well as personal related activities.• Managing the medical requirements and arranging for appointments for medicals as well as follow ups.

Potchefstroom

Sales; Marketing; Customer Service•Working at the cash desk•Unpacking all stock and merchandise clothes and accessories on the floor•Attending to client’s needs, handling and solving their problem related queries

Bachelor Of Commerce (Bcom), Human Resource Management And Industrial Psychology

Still in progress: Subjects passed: INM1013 ENN1504 IOP1504 INM1024 INF1505 IOP1601 MNB101 HRM2605 IOP1503 MNB1601 IOP1501

Information Technology: Business Administration Services, Business Administration: Professional

Certificate: MCAS (Microsoft Certified Application Specialist CBP (Certified Business Professional)

Matric, Matric

Activities and Societies: Swimming Triathlon Netball Leadership: Hotel school SRCHigh School

High School, Matric

Activities and Societies: Swimming Athletics NetballHigh School