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.

SPECIALISED VIRTUAL ASSISTANT SERVICE

Legal Administration

• Drafting legal correspondence (letters, emails, etc.)
• Formatting of commercial agreements, resolutions, court documents such as affidavits, pleadings, notices, etc.
• Courtonline and Caseline upload and matter management
• Estates Administration
• CIPC Applications and Submissions
• Dictaphone Typing
• Transcription Services
• Client Files and Fee loading to Legal Accounting Portals
• Monthly Invoicing and Reporting
• Bookkeeping – assisting with loading trust account payments
• Proofreading
• FICA and Compliance maintenance
• Client Liaison and Correspondence
• Expense management and tax preparation

Financial Planning Administration

• CRM and Electronic Client File maintenace
• Compliance and FICA requests and maintenance
• Client Portfolio Management
• Risk and Investment preparation and administration
• Estate Planning and Will Drafting
• Workshop coordinator
• Broker Authorisations & FICA requests via secure electronic portals
• Client onboarding
• Requests to obtain various policy & financial information from financial companies & clients
• Create client portfolios – collate all financial information
• S14 Applications
• Request regular follow ups & provide updates regarding applications
• Monthly client reviews
• Update reporting
• Client Liaison
• Correspondence with financial houses
• Arrange meetings
• Management of Whatsapp Business Client Line and broadcast groups

General Administrative Services

• Electronic Filing
• Canva Designs
• Data Handling
• Project coordination
• Team coordination
• To-do, inbox and diary management
• Travel Coordination and Planning