Geralda Bock

Finance Administrator

PERSONAL DETAILS

Name: Geralda Carmen Bock

Address: 2 Harold Street
Devon Park
Eerste River
7100
Cape Town
South Africa

Contact num:(c ) +2783 99 27772     (h)       +2721 9042448

I.D num: 8202200117087

Languages: English & Afrikaans (Bilingual)

Nationality: South African

Date of Birth: 20/02/1982

Health: Excellent

Marriage status: Married

Dependents: 2

Driver’s License: Code 8/ Have own car

WORK EXPERIENCE

PSG WEALTH – CCM Investec and Nedbank corporate saver Private Banking
Cash Placement specialist – 16 April 2018 till 30 April 2022

Employer:  PSG Wealth Head Office (Permanent)

Contact person:  Johan Els (Manager) – 0219187822/0839511574

May Job description:
Processing payments on request of clients and Advisor’s office.
Opening new accounts and requesting the necessary FICA documents
Closing accounts
International payments through BoP Form submission to Investec
Creating schedule payments on the client’s account
Processing Guarantees for Property purchasing
Queries and Investec projects
I also ensure office activity records; work in progress and all verbal and written communication are accurate, up to date and easily accessible.

Employee Benefits – Income Management – Data and Premiums (Payments)
Senior Administrator- 01/11/2013 to 13 April 2018

Employer:  Old Mutual (Permanent)

Contact person: Randall Thieras (Checker)  +2721 509 2153/
My Job description: Key Responsibilities with a portfolio of 142 clients
General Administration of Group Life Client portfolios.
Capturing payments on accounts system
Reconciliation of clients’ accounts.
Debiting monthly premium payments from clients’ accounts
Calculation and payouts of commission/Crediting Sales reps accounts
Annual cost calculations
Terminations/ cancellations of clients’ accounts and portfolios.
EFT transfers/refunds
Financial reports
Queries
Financial investigations/ re-solving short payments or overpayments.
Data Analyses/manipulations
Part of the EFC committee that is the intermediary between Staff and Management Board. We deal with Project Administration, Staff complaints, staff suggestions and organize events both staff functions and Charity/Community work.
I am responsible of the Office stationery and my team’s Petty cash.
Keeping track and updating staff leave and work hours.
Responsible for Induction of new staff members, arranging the induction day and program, organizing the welcome pack.
I also ensure office activity records; work in progress and all verbal and written communication are accurate, up to date and easily accessible.

Employee Benefits – Scheme administrator: 01/01/2011 till 30/10/2013

Employer: Sanlam Group Risk (Sanlam Umbrella Fund) (Permanent) Department 31

Contact Person: Mandy Heyns (Team leader) +2721 947 6875
My Job description: Key Responsibilities with a portfolio of 490 clients + Futura schemes
General Administration of Group Life schemes
Capturing payments on accounts system
Reconciliation of clients’ accounts
Debiting monthly premium payments from clients’ accounts
Calculation and payouts of commission/Crediting Sales reps accounts
Administration – conversion options
Annual cost calculations
Terminations/ cancellations of clients’ accounts and portfolios.
EFT transfers/refunds
Financial reports
Queries
Financial investigations
I also ensure office activity records; work in progress and all verbal and written communication are accurate, up to date and easily accessible.

EDUCATION

Project Management Certificate 02/2017
Institute: University of Stellenbosch Business School
Student number:  21520720

Information & Communication Technology 2002

PC Training & Business College Somerset West (Cape Town)

Microsoft Office Package, Power Point, Self Improvement Techniques, Fundamental Information technology, software Applications, Microcomputer Operating systems and Information Systems.

GRADE 12 High School 1999

Eerste River Secondary School Eerste River (Cape Town)

Subjects Passed:
English HG
Afrikaans HG
History HG
Biology HG
Accountancy SG
Typing SG

OTHER SKILLS

Work skills:
Training in Accounting system GPS (GAP Premium System)
Commissions
SAP system

Additional Courses:
Group Risk Accreditation
Certificate of Achievement Old Mutual
Certificate of Commitment – Protect Personal Information
First Aid (England)
Dynamique Capturing system

I Geralda Bock hereby declare that the above given information is correct and true.

Kind regards

Geralda Bock