Wendy Dobson Email & Phone Number

Woodmead, Gauteng

• Current employment – Insurance Wealth Administrator.I’ve been in the Insurance Industry since April 2018.Communicate well at all levels & work well with colleagues & management.Value discretion & discreet with.
• Update tasks timeously in CRM
• Track tasks & follow up with clients/Providers on requirements
• Section 14 transfers – familiar with process to transfer Retirement Annuities
• RA maturities – transfer to Living Annuity & possible ⅓ cash lumpsum to client
• Resignations – transfer of Pension/Provident funds to Preservation funds

East Rand, Gauteng, South Africa

• Below is a list of the main services I offer. OFFICE TASKS - Administration for the Long Term insurance industry
• Formatting CVs onto MS Word template for Recruitment Agencies
• Formatting MS Word & MS Excel documentsDECEASED ESTATES - Act as the Executor to wind up an estate which includes all aspects from start to finish - prepare Estate Account, transfer assets, pay creditors, liaise with.
• Director changes
• Changes to the MOI
• Annual returnsI’m based on the East Rand, Gauteng, but offer my services remotely. I’m organised, self-motivated & more than happy to help you with your admin & Estates tasks.

Edenvale, Gauteng, South Africa

I assisted the Marketing Director with various admin functions such as preparing letters, employment contracts, managing and responding to emails, completing vendor and tender applications and collating documents, reminder services of important deadlines, setting up meetings, taking minutes, general filing etc.

Bedfordview, Gauteng, South Africa

I started as a Liberty Life Financial Advisor to challenge myself in a new environment.I soon became aware that I needed more structure to my day and realised that I tend to do my best work in an administration role in an office environment.Since administrative tasks come naturally to me, this is where I believe I can offer the most value to a business.

Bedfordview, Gauteng, South Africa

I gained most of my work experience at this company.I was initially employed as a Receptionist but later progressed to the Office Manager and PA to the Directors, where I found my niche.I assisted them with their daily tasks of preparing and collating documents, managing incoming calls and emails, delegating queries to the relevant departments.

Senderwood, Gauteng, South Africa

I joined the company as their Receptionist and was promoted within a year to Desktop Publisher, where my daily duties included designing and developing business cards, flyers, letterheads, brochures training manuals etc. for various businesses in a range of industries (using CorelDraw software).

Edenvale, Gauteng, South Africa

At the age of 20, after returning from a gap year overseas where I worked in Israel and Europe, I started my career as a Receptionist for a short term insurance broker.In addition to the general office administration, I also assisted with domestic underwriting requirements and annual policy renewals.At the time, however, I was not keen to pursue a career.