Lombard - Personal Assistant - Kempton Park, GP, South Africa

Monique Lombard

Kempton Park, GP, South Africa


Personal Assistant


Personal assistant to two independent financial advisers, one of whom is an IC (Independent Contractor) to Discovery.

My position consists of all administration involving the following:
Induction of portfolio analysis for clients, submission & tracking of all new business which consists of life, investment & medical aid applications, compliance, tracking dishonoured debit orders, policy cancellations, medical aid claims' submission & tracking, surrenders & maturities, provident & pension funds, data capturing, liaison with insurance companies, client liaison, handling management diaries, all preparation for meeting with clients, quotes preparation, following up processes & fiduciary services Will drafting.

Work History

Personal Assistant

N. Fouche Financial Services

From February 2009

Qualifications & Certifications

Kaizen Business Education Center

Eden Glen High School

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