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Lucy B. — Senior Administrative and Customer Service Professional from South Africa

Lucy B.

Senior Administrative and Customer Service Professional

South Africa 6+ years
Open to offersNew to Platform
Languages
English
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About

Boitumelo L. is a seasoned Administrative & Customer Service Professional with over 10 years of experience in administration, financial support, and remote assistance. Based in Bryanston, Sandton, she has honed her skills in client onboarding, document management, invoicing, bookkeeping, and calendar management. Boitumelo is proficient in Microsoft Office, Google Workspace, CRM systems, and various accounting software such as Sage Pastel and SAP. Her professional journey includes key roles at Dis-Chem Life and Sanlam as a Financial Advisor, where she managed client onboarding and prepared financial documentation. As a Virtual Administrative Assistant at Upwork Inc., she efficiently managed emails, calendars, and business documents. Her background in accounts administration at BMK Attorneys and as an Accounts Payable Clerk at DATAOPT CC further underscores her ability to streamline financial operations and maintain meticulous records. Boitumelo holds multiple certifications in data analytics, cybersecurity, and office management, enhancing her comprehensive skill set.

Experience

  • Financial Advisor / Planner

    Dis-Chem Life · 2025 — 2026
    Oversaw client onboarding and collected necessary documentation. Generated insurance quotations and policy documents. Ensured accuracy in client records while submitting compliance documents. Guided clients through the application process and utilized AI-assisted tools for quotation preparation.
  • Financial Advisor / Planner

    Sanlam · 2024 — 2025
    Created quotations and financial documents. Handled client communication and onboarding processes. Maintained accurate client records and managed policy details while adhering to compliance standards. Delivered ongoing support to clients.
  • Virtual Administrative Assistant (Remote)

    Upwork Inc. · 2022 — 2023
    Organized emails and calendars, coordinating meetings and appointments. Developed reports and business documents. Managed invoice processing and monitored expenses. Maintained CRM databases while organizing digital files and records, and performed online research alongside coordinating virtual meetings and follow-ups.
  • Accounts Administrator

    BMK Attorneys · 2016 — 2016
    Recorded financial transactions and handled invoice processing and payments. Contributed to accounts payable and receivable tasks. Conducted bank reconciliations and generated month-end financial reports while maintaining precise financial records.
  • Accounts Payable Clerk

    DATAOPT CC · 2013 — 2015
    Managed supplier invoices and scheduled payments for suppliers. Reconciled supplier statements and addressed account inquiries. Ensured accurate maintenance of financial records and aided in monthly reporting.
  • Loan Consultant

    Barko Financial Services · 2012 — 2012
    Handled loan applications and assisted clients with financial products. Managed daily cash transactions while keeping precise records of customer data. Ensured adherence to company compliance procedures.

Skills & Expertise

Education

  • Certificate in Public Resource Management
    Tshwane University of Technology · — — 2006
  • Matric with Exemption
    Chipa Tabane High School · — — 2005

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