1. Anthea Lynn Kathleen Zerfos
Characteristics
Cell number: 0843024780
Email address:
anthealewis88@gmail.com
91 Flora Villa Complex
Hull Street
Florida
1709
Positive attitude Expediency
Strong communication on all level of Management Thirst for improvement
Adaptable and flexible to any environment Self‐motivated
Client Centric Commitment Have analytical and time management skills
Effective Team player and can function independently Trustworthy, Honest and Reliable
Personal Details
● Sex Female
● Language English and Afrikaans
● Driver’s license: Yes
● Countries travelled to: Swaziland, Mozambique, Bilene, Inhambane
● Interest: love spending ample time with family, socializing with friends, travelling
Volunteer work: Trustee on the Flora Villa Body Corporate(2016)
Education
Tertiary Education: UNISA ‐ BCOM Financial Management (in progress – final year 2016)
● Micro and Macro Economics
● Taxation
● South African Financial system
● Financial Accounting
● Risk Financing
● Investment: Equity Asset Valuation, Derivatives, Fixed income
● Strategic Management
Secondary Education
Mondale Senior Secondary Matric 1997: Cape Town
(Kindly refer to the attached matric certificate for symbols)

2. Qualifications
Diploma in Statistics
Modules studied and completed:
Collecting and analysing data Types of Graphs Frequency and Graphs
Probability Probability and Relative Frequency Probability and Odds
Discrete Random Variables Univariate Data Part 1 Univariate Data Part 2
Bivariate Data Normal Distribution Binomial Distribution
Hypergeometric Distribution Non‐linear Data Regression
Coefficient of Determination Calculating a Seasonal Index Trend Analysis
Residual Analysis
Certificates
Probability and Statistics Fundamentals in Project
Management Management Strategies for People
and Resources Servant Leadership
Collaboration and Development
Strategies for Personal Growth and Development
Financial Markets
Computer Basic course
● Excel, Word Perfect , Power Point
Knowledge and Skills
Silica Systems Financial Advisory and Intermediary Act (FAIS) Mindkey Linked Investment Service Provider (LISP)
Compass Unit Trust Investment Fraud awareness
Financial Intelligence Centre Act (FICA) (FICA) Retirement Annuity
Section 14 Transfers IN/OUT (Retirement Annuity) Unit Transfer In /OUT, Cessions
Section 37 Transfers IN/OUT(Linked Life Annuity) Provident and Pension Fund
Working Experiences
Company: Momentum
Current Department: Platform Operations : Client and Intermediary Service Specialist (7 month contract)
Position: 21 July – February 2017
Duties:
 Understand workflows within Momentum CIS
 Understand Momentum CIS products
 A client centric work ethic
 Client requests and effective management of queries
 Respond to all client queries within the set deadlines
 Consistent feedback to clients while query is being resolved
 Maintain client query log
 Maintain client relationship management system
 Ensure effective teamwork and communication across internal divisions


3.  Gain an in-depth understanding of all matters relating to the client i.e. client set-ups, client investments,
client reporting, client systems, client legal documents etc
 Maintain client checklists and deliverable requirements
 Attend all compliance training sessions
 Attend all Momentum CIS product updates and training
 Take full responsibility and accountability for the queries related to a client
 Professional responses to the clients- in writing or telephonic
 Meet all client delivery time-frames
 Understand client requirements and meet with client expectations with regard to time-frames
 Ensure complete, accurate and timeous reporting to clients
 Track client queries and ensure queries are resolved within the turnaround times
Company: STANLIB (10 years’ service)
Current Department: Intermediary Service: Client Liaison Officer for Platinum Advisors
Position from 1 March 2015 – 30 October 2015
Duties:
● Build relationship with Sales partners, their assistants as well as the internal stakeholder through
structure engagement
● Ensure client needs and expectation are met at all times
● Understand client challenges and recommend and facilitate interventions to address them
● Educate partners about business rules and processes
● Responsible for client satisfaction and retention

4. ● Continuous process improvement
● Complaint management
● Trend analysis reporting
● Coach and assist FA’s and admin assistants on procedures
● Set up regular training sessions
Department: Intermediary Services: Authorizer and Escalation Management (2nd
Resolution) for
Platinum Brokers
Advisors (1st
February 2013 – 28th
February 2015)
Duties:
● Supervise all LISP and Unit Trust transactions, to ensure all transactions are timeously and
accurately processed
● LISP Transactions: Compulsory and Voluntary products (LLA, RA, PP, PE) Investments, Withdrawals,
Switches, Annuities, Static Data
● Unit Trust Transactions: Investments, Repurchases, Switches, Transfers, Debit orders, Static Data
● Coaching and training capturers
● Identify trends
● Multi task: Escalation Management
● To ensure Client service meet their objective, maintain and retain quality and enhance
productivity
● Identify training needs and gaps on broker line and Platinum Advisor and provide the training
where needed
● Ensure End to end processing is done where requested.
● Investigate and analyze all queries to escalate to Centre Customer Satisfaction‐CCS when
necessary
Department: Intermediary Service: Authorizer for Platinum Advisors
(01 February 2012‐ 31 January 2013)
Duties:
● Supervise all LISP and Unit Trust transactions, to ensure all transactions are timeously and
accurately processed
● LISP transactions: Compulsory and voluntary products (LLA, RA, PP, PE)
● Investments, Withdrawals, Switches, Annuities, Static data
● Unit Trust transactions: Investments, Repurchases, Switches, Transfers, Debit Orders, Static
Data
● Coaching and training capturers
● Identify trends
Department: Investment Administrator for Platinum Advisors
(1 February 2009‐January 2012)
Duties:
● Provided and end to end service for Platinum Advisors
● Indexing all emailed instructions received from the advisor
● Capture all instruction received accurately and timeously
● LISP Transactions: Compulsory and Voluntary products (LLA, RA, PP, PE) Investments, Withdrawals,

5. Switches, Annuities, Static Data
● Unit Trust Transactions: Investments, Repurchases, Switches, Transfers, Debit orders, Static Data
Department: Operation Department: Administrator
Position from (Permanent) 01 August 2005 – January 2009
Duties:
● To verify all instructions and insuring adherence to company standard
● Processing Repurchases, investment instruction timeously and accurately
● Process Electronic and manual payments
Administrator at STANLIB (TEMP staff member):
November 2004‐ July 2005
Duties
● To verify all instructions and insuring adherence to company standard
● Processing Repurchases, timeously and accurately
● Process Electronic and manual payments
Company: Freedom Furnishers
Department: Credit: Credit Controller/PRO
Position from January 2001‐October 2004
Duties:
P.R.O duties, reporting to the Branch Manager including, Interviewing &assessing clients in terms of
company credit policies, Completing & posting of ISA/Loan Agreement & proposal forms,
Maintenance of the Sales Registration Reports, following up missed Installment & Red Flagged
accounts, Receipt processing, re‐allocations, rebate credit notes, diary entries, Credit & Debit journals
, Customer enquiries, Refund processing, batch book responsibilities
Credit Control, i.e., Responsible for branch debtors’ ledgers, in respect of, Maintain a set Arrear % of
the Debtors Books, maintain a set % Collection of the Debtors Book, Achieve a set Bad Debt % of the
Debtors Book, Competent on the Unix system, Customer follow‐ups within established policies &
procedures, using tools such, computer, telephone, accounts inspectors, letters
References:
Veronica Etsebeth (current manager) 0 860 111 899
Philisiwe Ncube: Manager 0860226277/0760411586
Asha Balloo Suka (team manager) 0 114486000
Elaine Staals (Team leader Repurchase Department) 0 114486000
Sharon Arendse (Supervisor –Freedom Furnishers 0 217041646