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Isabel Wolmarans

Isabel Wolmarans

Administrator
Cape Town, City of Cape Town

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About Isabel Wolmarans:

I am married with three children aged, 25, 21and 13. 

I am a hard worker and very dedicted and loyal but I also believe in work life balance. I love spending time with my daughter binge watching movies on a Friday night. I also love doing crafts like crotchet and baking. My favorite series ever is Greys Anatomy because I always dreamed of being a doctor in the E.R (it just resonates with me).I believe this is because it speaks to the type of person I would love to be: acting fast in an emergency but also ensuring that I'm doing everything 150% correctly.

Experience

I worked as a Portfolio Administrator for Nedbank for 10 years. Part of my duties included assisting Private Wealth clients with a minimum income of R750K and Small Business clients with a minimum turnover of R10 miliion. I assisted with new business including opening new accounts, homeloans and investments, ordering forex, transferring funds overseas, queries and complaints. I also had to ensure compliance with FICA, FAIS, EDD, ODD. After leaving Nedbank , I joined PSG as an administrator where my duties included assisting in completing the clients annual reviews, withdrawals and additional investments. I used systems such as Astute, Allan Gray, Momentum, Sanlam, as well as the PSG Investment Platform. I am currently working at Africa Dirct as a Bond Administrator / Administration Specialist. This includes analysing the clients bank statements and capturing the clients information for Homeloan applications. Motivating the clients applications when there are rejections at Credit. I am currently the top performer in my team.

Education

I have matric, NQF5 and FAIS RE1 for Representatives

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