How Can I Help You

Finding someone who is as invested in your business as you are, is extremely hard to find. That is why I pride myself in being that person that you have been searching for to join you in your business.

When you feel like you have become entrapped by your business, because of a lack of time and enough hands to take care of it all, then it is time to look into getting some help. But not just any help … expert help and that is exactly why I am here to help you.

You need a partner in your business that will focus on the details, while you focus on the bigger picture of your business success. It is time to take your business to the point where you can take the time to actually focus on strategic actions that you need to take, such as sales, clients, creating and generating more revenue. I look forward to helping you to achieve this goal.

General Virtual Assistance Services

Financial Planning Admin & Assistance

• Update & Maintenance of CRM & electronic folders
• Broker Authorisations & FICA requests via secure electronic portal
• Client onboarding
• Requests to obtain various policy & financial information from financial companies & clients
• Create client portfolios – collate all financial information
• Prepare Application Packs for investments, RAs, Preservation Fund submissions
• S14 Applications
• Check & submit medical aid & wellness applications
• Request regular follow ups & provide updates regarding applications
• Monthly client reviews
• Update reports
• General client correspondence
• Arrange meetings

Secretarial Services

• Email management
• Calendar Management & scheduling of meetings
• Assist with personal bookings for holidays, doctor’s appointments, assistance with visa applications etc., obtaining quotes for various services required
• Travel arrangements and bookings
• Important prompts and reminders
• Transcription
• Agendas and minutes of meetings

Administrative Services

• Administration
• Dictaphone typing
• General typing
• Online filing
• Scanning
• Document formatting and management
• Presentations
• Project coordination
• Team coordination
• Data administration
• Proofreading
• Research
• To-do list management

Specialized Virtual Assistance Services

Financial Services

• Monthly billing and invoice preparation for clients
• Assisting with various client account queries – sending invoices, providing account statements and recons, follow-ups with clients regarding payments
• Managing of expenses
• Collecting of FICA documents from clients
• Loading of payments
• Posting fees

Legal Administrative Services

• Drafting legal correspondence (letters, emails, etc.)
• Formatting of commercial agreements, resolutions etc … as well as court documents such as affidavits, pleadings, notices, etc.
• Formatting notarial documents (ANC’s, notarial certificates and preparing them once is has been notarised. Familiar with the process should notarial certificates need to be sent for authentification to High Court, DIRCO, Embassy, etc.
• Bookkeeping – assisting with loading trust account payments to banking profile
• Checking payment batches – ensuring that all details are provided and in order (matter info (parties’ names), bank account details, payment information (amounts, who is being paid, what the payments are in relation to), that payment requisitions are completed properly and signed off or authorised by a partner.