Personal Financial Advisor - Old Mutual - South Africa
(2022-02)
- Prospecting of new clients and revisiting existing ones
- Perform Financial Needs Analysis
- Upselling of Life Cover and Living Benefits (Disability, Dread Diseases and Retrenchment)
- Cross selling of funeral cover and short and long term investment
- Amend policies and communicate via different platforms
Financial Administration - Integrated Processing Solution
(2009-03 - 2021-01)
- Debiting and crediting of accounts (BDS System)
- Investigating Unpaid reason to debit the beneficiary
- Tracing accounts
- Releasing and putting holds for clients who requested special clearances on cheques
- Compile the report and liaise with clients regarding the status of the cheque
- Handling customer queries
- Perform daily recons
- Prepare spreadsheet to the follow up outstanding special clearance with agent banks such as ABSA, FNB, Nedbank, HBZ, Habib Overseas and Bank of Athens
- Prepare comprehensive monthly stats report for the department
Cash Focus Assistant - ABSA Towers
(2008-01 - 2009-02)
Electronic Banking System
- Resetting and resuming passwords for clients to access online transactions
- Verifying signatures for clients
- Send a list of documents and mail statements to clients
- Documenting and perform admin duties
Admin Assistant - Agility Fairs and Events
(2008-01 - 2009-02)
- Creating job profiles for the client
- Capturing of Invoices
- Issue debit notes and credit notes
- General office support and administration
