RENSKE BLOEM
Oakville,ON
Summary
A disciplined and dedicated professional with strong administration and management attributes. Detail-oriented team player with the ability to handle multiple projects / tasks simultaneously with a high degree of accuracy. As a previous CFP®(Certified Financial Planner) holder in South Africa) I aim to not only became an expert in the role I take on, but to excel in it.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Project Support Coordinator
Hatch
05.2023 - Current
- Reduced errors in documentation by maintaining consistent formatting and proofreading for accuracy.
- Streamlined the document review process by establishing clear communication channels with relevant team members.
- Guided project members in adhering to document standards and information management procedures while using EDMS.
- Supported quality assurance efforts by conducting thorough audits of existing documentation and making necessary revisions as needed.
- Provided training to new hires on company-specific document control procedures, contributing to a smoother onboarding experience.
Employee Benefits Advisor & Administrator
PSG Wealth Wolwespruit
04.2021 - 03.2023
- Assisted with design and implementation of various employee benefits programs.
- Managed employee benefits program, working with vendors, providers and staff to maintain strong portfolio of insurance and retirement options.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Oversaw and calculated monthly payroll deductions.
- Played active part in annual negotiations with providers.
- Served as subject matter expert in answering questions from colleagues regarding benefits.
- Performed evaluations of competitor actions, legislative changes and collective bargaining results in order to make sound decisions about future company benefits and compensation.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Created detailed job description library for organization and maintained relevance with regular updates
Wealth & Insurance Adviser & Office Manager
PSG Wealth Waterkloof
01.2016 - 03.2021
- Client interactions to discuss assets, liabilities, and long-term and short-term investment goals to devise personalized financial plans.
- Conducted Financial Needs Analysis (FNA) to determine retirement planning, estate planning and insurance needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Conducted regular client meetings to review, develop and update clients' financial goals.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
Education
Post Graduate Diploma - Financial Planning And Services
University of The Free State
South Africa04.2019
Bachelor of Commerce Honors - Investment Management
University of Pretoria
South Africa04.2016
Bachelor of Commerce - Investment Management
University of Pretoria
South Africa04.2015
Skills
- Team Leadership
- Detail Oriented
- Office Administration
- Customer Services
- Critical Thinker
- Self-motivated
- Organizing
Certification
- Project Planning, Analysis and Control Course - Internal Employer related course (accredited certificate)
- Canadian Investment Fund Course - Investment Funds Institute of Canada (IFIC)
- CFP® Certified Financial Planner - Financial Planning Institute of Southern Africa
Languages
English
Native or Bilingual
Who am I at home
- Mom
- Pet-parent
- Wife
- Crafter
- Reader
Timeline
Project Support Coordinator
Hatch
05.2023 - Current
Employee Benefits Advisor & Administrator
PSG Wealth Wolwespruit
04.2021 - 03.2023
Wealth & Insurance Adviser & Office Manager
PSG Wealth Waterkloof
01.2016 - 03.2021
Post Graduate Diploma - Financial Planning And Services
University of The Free State
Bachelor of Commerce Honors - Investment Management
University of Pretoria
Bachelor of Commerce - Investment Management
University of Pretoria
Similar Profiles
Karim LaifiKarim Laifi
Warehouse & Materials Supervisor at HatchWarehouse & Materials Supervisor at Hatch
Poppy GouldsonPoppy Gouldson
Engineering Intern at HatchEngineering Intern at Hatch
Martin ZilbermanMartin Zilberman
Senior Account Executive at HATCHSenior Account Executive at HATCH
Kristina McMillanKristina McMillan
Global Director, Growth & Engagement at HatchGlobal Director, Growth & Engagement at Hatch
Giovanna CarterGiovanna Carter
Dental Assistant at Dr, Utaca ChenDental Assistant at Dr, Utaca Chen