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 confidential information.Pro-active, efficient, dedicated & loyal.NEW BUSINESS- Risk & Investment quotes- Underwriting – familiar with the process for Risk policies- Application forms – Risk, Retirement Annuities, Tax Free Savings, Living Annuities, Preservation Funds- Liaise with clients to sign documents/obtain FICA- Knowledge of Compliance requirements – Letter of Consent, Disclosures, ROA, CDD, Mandates, RAR- New Business RegisterSERVICING- Servicing quotes- Additional lumpsums- Full/partial withdrawals- Switches- Debit order/ACI queries- Arrear premiums – liaise with Providers/clients- Paid Up quotes- Cancellations• 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• Claims – death claims, sickness/ICB claims, investment redemptions• Tax certificatesREVIEWS- Section 14 fee renewals- Annuity reviews- General portfolio reviews- Download Astute policy/investment information & prepare policy schedules- Request/obtain schedules/statements, EAC, IRR (online/contact Providers)PROVIDER ONLINE PORTALS- Allan Gray- Discovery Life & Investments- Elite Wealth (CRM)- Exchange for Free (Forex)- Liberty Life- Momentum Wealth & MSign- Ninety One- Old Mutual Wealth- Stanlib- Xplan (CRM)Deceased Estates AdministrationFull Estates, Intestate Succession & Section 18(3) estates.• Act as the Executor/Administrator• Wind up an Estate via a valid Will and/or via Intestate Succession• Attend to all functions required of an Executor/Administrator

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 the Master’s Office etc.CIPC SERVICES - Name reservations & Company registrations • 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.• I have a strong work ethic & work comfortably on my own• I’m reliable, efficient & deadline-driven, without compromising on attention-to-detail• Pay only for the hours worked & maintain control of your budget & business expensesFEESR 280 per hour for admin services, standard fees for Secretarial services • Deceased Estates - Standard fees of 3.5% of gross assets (neg) • No VAT payable.INSURANCE INDUSTRYI started work as a Financial Advisor at Liberty Life in April 2018. I worked under supervision until February 2020 when I resigned. I successfully completed my RE5 & RE1 regulatory exams (1st attempt) in February 2019 & the required Class of Business training in June 2019.DECEASED ESTATESI completed a correspondence course through UNISA in 2008 on winding up Estates. Having a trusted person as Executor provides the Testator with the peace of mind that their assets will be dealt with appropriately in the event of their death.• The experience is often more personal than with a Trust company / attorney• Family members can negotiate the Executor's fee (unlikely when using a Trust company) resulting in savings on feesI have a good understanding of the processes & procedures required to act as an Executor & the know-how to wind up an Estate.

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, co-ordinating staff, onboarding clients and staff members and managing their leave schedules, managing databases, adhoc recordkeeping tasks and general running of the office (e.g. reconciling banking transactions, petty cash, insurance renewals etc.).Later, as the Office Manager, I took on additional functions of overseeing the smooth running of the business, such as managing office supplies, overseeing the office driver and assisting staff members with various ad hoc requirements (eg) preparing letters and creating documents, deed searches, Director searches via CIPC, liaising with clients, collating documents etc.I also took on the function of attending to all the Secretarial (CIPC) requirements for the company and clients.Following the death of one of the directors in 2007 I completed a correspondence course through UNISA on the winding up of Deceased Estates to be able to assist the Executor with the winding up the Estate and have wound up a number of Estates subsequently (as a value added service to existing clients). This is a service which I would like to provide more regularly. I enjoyed honing my skills in creating office procedures, creating templates, prioritising tasks, multi-tasking etc. while attending numerous short courses to improve my skillset and abilities.

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 as an Insurance Broker.