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Refilwe Ramagoshi

Administration Assistant

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Intro
Johannesburg, South Africa
Financial Services
Joined August 4, 2023

Skills

Languages

English
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Fluent
Afrikaans
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Fluent
About
I have 5years experience into the financial services industry, I have worked for All-gen Evolve for 5years and within that 5years I was a marketing assistant, general administrator and administrative assistant. I have developed skills in : Microsoft office , word , excel and PowerPoint multitasking Ability to work under pressure Task oriented Professional organised Team player Time management Flexible working hours Highly self driven I am willing to learn and expand my knowledge within the company it benefits me and gives me the opportunity to better myself. I am up for any challenges that come my way as they groom me to become a much stronger individual then I have even been before. Fast learned I quickly adapted to a work environment, very friendly and easy going I bring a great working environment with me.
Experience
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All-gen Evolve
Aug 2021 – Jun 2022
South-Africa , Ruimsig , Roodepoort
Administrative Assistant
Submitting fully completed new business documents to liberty. Sending the outstanding requirements on the blueprint system. Regular feedback and communication with the advisor in regards to the business submitted.. Direct contact with the underwriters for escalations and any urgent outstanding queries. Credit Control for unpaid policies Client reviews to update their policies Redirecting calls appropriately or making direct calls to clients when requested Making sure I got all the compliance documents before submitting. Communication with other financial departments for retrieving information with client’s permission to do so and also for policy transferring purposes.
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All gen Evolve
Jul 2017 – Aug 2021
South-Africa , Ruimsig , Roodepoort.
General admission
Filing documents Scanning documents Record keeping Data capture clients details Assisting line manager with paperwork that he needed from the record kept Uploading life insurance , retirement funds , and pension funds in order for clients to be covered and invested. Vaulting documents to the liberty system. Indexing documents for record keeping. Organise documents needed for financial advisors.
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All gen Evolve
Jan 2017 – Jul 2017
South Africa , Ruimsig , Roodepoort
Marketing Assitant
Making appointments for financial advisors. Making sure they have a productive day by filling up their diaries. Sending out meeting requests and welcome letter. Sending spreadsheets for daily work. Reaching target. Cold calling.
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