1. Ingrit van Heerden
Dear Madame / Sir,
I have numerous solid years of experience as a Pension Fund administrator. I have not only gained
knowledge and practical experience in this industry, but it has greatly contributed to my leadership,
management and business skills (including client relationships).
My skillset includes strong practises of management, liaising with clients, dealing with strict
deadlines. With my ongoing knowledge of pension/provident funds and housing loans, I cover all
required competencies. Therefore, I am convinced that I will immediately add value to your
organization, through my professional experience as a result oriented, flexible and efficient member
of your team.
During my employment, I proved that I am an excellent leader, team player, reliable, motivated and
hardworking employee, with excellent communication, analytical and mathematical skills, with the
willingness and ability to learn new things. My attention to detail and problem-solving skills allow
me to deliver high quality work. I am capable of taking over responsibilities and can quickly adapt to
changes in the work environment. My inherent abilities are to organize, analyze, manage and
control various tasks in the work environment. Being highly motivated and dynamic, I am sure to
bring fresh ideas and creativity in resolving everyday problems.
I will gladly provide you with any further information that you may require and will be grateful for
the opportunity to interview with you at any convenient time. You can reach me at +27 60 448 5974.
I am looking forward to hearing from you.
Respectfully yours,
Ingrit van Heerden
P h o n e : + 2 7 6 0 4 4 8 5 9 7 4
E m a i l : i n g r i t v h @ g m a i l . c o m
2. Ingrit van Heerden
PERSONAL DETAILS Full Name
Known as
Date of Birth
Identification nr
Sport/Hobbies/Interest
Ingrit Sally van Heerden
Ingrit
13 September 1954
5409130138082
Enjoying outdoor activities, reading, scrapbooking,
movies, cooking and baking.
EDUCATION
AND
MEMBERSHIPS
Professional
Qualifications
1989 - Passed Introduction to Insurance
1990 – 1991 Certificates - Pension Calculating Skills
and Business Mathematics.
1991 – 1993 SAIS - South African Institute of Insurance
Studies
Subjects:
Business Mathematics
Business English
Retirement Funds 2
Certificate of Proficiency
1994 Diploma in Basic Bookkeeping to Trail Balance –
Damelin School of Management
PROFESSIONAL
WORK EXPERIENCE
August 2001 – September 2014 (Retired)
Alexander Forbes
Senior Pension Fund Administrator
Main Responsibilities:
• Currently looking after a very busy portfolio of Pension Funds. +/- 2500
membership.
• Running Funds on two systems – main fund is run on one system with daily
pricing the other on a monthly rate. Also responsible for Direct Loans against
the fund.
• Do ITC checks prior to approval of home loans and checking for affordability
before granting of loans.
• Preparation and issuing of loans and quarterly statements.
• Processing Claims – (Deaths, Retirements, Withdrawals and Housing Loans).
• Attending to day to day queries.
• Ensuring that workflow is dealt with promptly.
• Preparing and collating of audit packages.
• Processing of Benefit Statements.
• Liasing directly with clients.
• Preparation of Quaterly Administration Reports.
P h o n e : + 2 7 6 0 4 4 8 5 9 7 4
E m a i l : i n g r i t v h @ g m a i l . c o m
3. Ingrit van Heerden
STRENGHTS
AND
SKILLS
1998 - 2001
Momentum Employee Benefits
Senior Administrator (1998-2000)
Main Responsibilities:
• Responsible for a portfolio of members.
• Manage call centre and attended to day to day queries.
• Calculation of Benefits.
• Processing payments.
• Liasing with clients external and internal
Deputy Manager (2000-2001)
Main Responsibilities:
• Attending to staff needs and monitoring weekly meetings. One on one
meetings with staff and monitoring work flow.
• Performance meetings held with staff assisted by Senior Management.
• Responsible for a portfolio of members.
• Manage call centre and attended to day to day queries.
• Calculation of Benefits.
• Processing payments.
• Liasing with clients external and internal.
1992 - 1998
Ginsburg Malan and Carstens (Cape Town)
Senior Pension Fund Administrator
1986 - 1992
Alexander Forbes (Johannesburg)
Senior Pension Fund Administrator
1978 - 1986
Metal Industries (Johannesburg)
Pension Fund Administrator
1973 - 1978
South African Post and Telecommunications (Johannesburg)
Typist and operating Telex machines
• Excellent communication and interpersonal skills. Ability to relate to people
at all levels.
• Experience in managing multiple projects and supervising staff.
• Strategic-conceptual, critical, analytical, methodical and logical thinking style.
Detail orientated and the ability to use own initiative.
• A proactive approach and the ability to work autonomously and as part of a
team.
• Team player, reliable, motivated and hardworking, with good communication
and mathematical skills.
P h o n e : + 2 7 6 0 4 4 8 5 9 7 4
E m a i l : i n g r i t v h @ g m a i l . c o m
4. Ingrit van Heerden
COMPETENCIES
REFERENCES
Lanuages English and Afrikaans (fluent)
Computer Literacy MS Office (Word, Excel, PowerPoint, Outlook)
Belinda Burger
(Director)
021 401 9941
BurgerB@aforbes.co.za
P h o n e : + 2 7 6 0 4 4 8 5 9 7 4
E m a i l : i n g r i t v h @ g m a i l . c o m