Marlé Erasmus

• First contact for all Advisers wanting to join the Aggregator (Regulating Body for Financial Advisers).
• Perform in-depth onboarding and security/criminal check functions on new advisers and new staff members.
• Develop long-lasting relationships with advisers, ensuring retention and loyalty.
• Provide support and submitting applications to industry partners, ensuring a streamlined accreditation process.
• Ensure industry trends and up-to-date information are communicated to advisers and updated on the CRM.

** Recognised for exceptional Customer Service and going the extra mile, by company owners and industry partners.

** Health & Safety Representative

• Process customer and industry partners quotations via email, telephone.
• Resolved escalated customer issues, ensuring timely resolution and maintaining high levels of satisfaction.
• Identified areas of improvement in customer service processes, implementing effective solutions to optimize performance.
• Trained new team members on company guidelines and best practices for exceptional customer service delivery.
• Communicating effectively with customers and other shareholders
• Ensure customer satisfactory and building relationships

** Was second-in-charge in department

** Was recognised for exceptional service

** Rewarded for outstanding training delivery

** Implemented the company’s 'Birthday Assembly' procedure

• Training of all staff on various platforms, including the CRM system, Reporting System, Credit & Debtors Systems.
• Ongoing assessing and coaching of staff to ensure performance requirements are met.
• Reconciled account files and produced monthly reports.
• Safeguarded company information by maintaining strict confidentiality protocols and ensuring secure document storage practices.
• Managing the Director’s diary, ensuring appointments are occurring on time.
• Billing fees and drawing statements for legal clients.
• Manage Business Creditors and Debtors payments.
• Manage staff leave & targets, and promotional items.

** Established an effective record managing system for the Firm

** Voted as most positive in the workplace

** Received recognition for hard work and always helping others

• Delivered customised training solutions to Attorneys on Leading Software in the market; class-based, one-on-one, as well as e-learning.
• Mentor, train and asses the performance and training delivery skills of other facilitators in the Department.
• Training of new staff on the company software, processes and procedures.
• Coaching of staff who were not meeting company requirements, to enhance performance.
• Evaluate and developed course layouts, material & presentations.
• Implementing and testing software at client sites.

** Successfully established new courses and designed learning material & assessments.

** Established an induction program & training curriculum for new staff joining the company

• Training of staff
• Coaching staff
• Guidance and coaching of staff on Performance Management
• Design training material
• Design PowerPoint presentations
• Conduct ongoing learning evaluations
• Frequently nominated for Service Excellence Blue Stars
• Nationally implemented best-practice checklists for curricula