Work Experience: Old Mutual – DFA (Direct Financial Advice), Trainee Administrator, Retail Affluent Operations Personal Finance Segment. Administrator on the Sales Support team. Responsibilities:  Document checks for quality assurance , auditing and correct processes  Checking Letter of consents from clients, sustainability tools (affordability), conflict of interests, accreditations of advisors, gdm’s, roa, astute, ebq’s, etc.  Authorising approvals for Financial Advisors to go through with their sale.  Tracking, listening and recording calls from advisors and then submitting it for auditing on a monthly basis. Systems worked on: MyService, Indigo, Xplan, EMS and Avaya Old Mutual – Claims Department, Trainee Administrator, CC Customer Service & IT Administrator in the Claims department. Responsibilities:  Maintaining the claims mailbox (ems), making sure cases don’t go out of SLA, and attending to cases urgently. With a 2min SLA per case.  Dealing with enquiries directly from advisors, customers and intermediaries.  Assisting clients with policy lookups or policy information.  Indexing death, disability, severe illness, flexi claims onto AWD.  Closing cases on AWD  Assisting RFA, Basics and Funerals, Superfund, Unit Trust, Customer Service, BSC and IMED to attend to enquiries.  Document administration (DOC ADMIN)  Making requested changes to policies  Beneficiary changes, disinvestments, surrenders, refunds, plan cancellations, withdrawals, zero interest loans etc. Systems worked on: AWD (Policy Lookup), Omunet, EMS (Enquiry Management System) and GCS (Group Client Services) Old Mutual – HR Department, Trainee Administrator, CC Human Resources Administrator in the HR Recruitment Department. Responsibilities:  Contacting shortlisted candidates.  Setting up interviews (Video conferences, Telephonics, Zoom links, etc.).  Booking of VC Facilities and setting up Assessments for candidates.  Escorting candidates to the interview venues.  Advertising and loading request to recruit vacancies onto IRecruit internally and externally, also creating Job Specs (IVC).  Metrofiling and checking all documents are present.  Candidate Referrals (If requested by Line Managers).  Regretting candidates on Oracle.  Extracting Vacancy status reports.  Assisting recruiters with reference checks. Systems worked on: Oracle IRecruitment, Condeco 3.4.2, Microsoft outlook