Client services administration
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Adapt easy to change, flexible, fast learner, pay attention to details, reliable, trustworthy, , honest and integrity, accountable,
I’ve been in financial industry for more than 15years, working for various companies and departments and using different types of systems
Experienced in wealth management, investments (local and international) risk management, client services, units trusts, tax compliance and regulatory reporting
Currently working for JTC Group SA, as a Senior administrator, specialising in Tax Compliance and Regulatory Reporting. I’ve been with JtC for two years 5months
Also worked for Old Mutual international for for four years onboarding Client for investmebt, processing withdrawal/ surrenders, beneficiaries update, changes of ownership, death claims, change of investments, etc
Wealth management NQF 4 through Old Mutual Business School
