Operations Lead - Belvedere Wealth Management - Cape Town (Hybrid)
(2026-02)
- Promoted from Operations Assistant to Operations Lead within three months of joining, taking ownership of the firm's operational infrastructure across its UK and South Africa business.
- Rebuilt the firm's monthly Business Summary report, covering AUM by platform, AUA by adviser, and protection commission performance.
- Built nine Standard Operating Procedures and a Master Operations Manual to standardise processes across the practice.
- Designed and implemented a protection commission tracking system with provider-specific clawback logic across Zurich, Royal London, MetLife, and One Family.
- Developed the firm's commission calculation framework, including the adviser revenue split and per-adviser retention holdback.
- Restructured the firm's SharePoint to improve document management and team-wide access.
- Leading research into the firm's South Africa company registration to support its Cape Town operations hub, and evaluating VoIP infrastructure for UK-to-SA telephony.
Legal Office Manager - Diale Mogashoa Inc - Cape Town
(2023-08 - 2026-01)
- Oversaw the smooth running of the Cape Town branch, ensuring effective workflow, staff support, and operational coordination.
- Managed procurement of office supplies, assets, IT equipment, facilities, and contractor services.
- Member of the Supply Chain Group, contributing to procurement strategy and cost-efficiency initiatives.
- Supported procurement of new business through public tender applications, including document compilation, compliance checks, and collaboration with head office.
- Coordinated daily operational logistics, including staff movement planning, scheduling, and travel arrangements for attorneys and support staff.
- Booked national and international travel and accommodation for senior management and legal teams.
- Managed internal office moves, maintenance schedules, utilities, and contractor call-outs.
- Maintained inventory and asset registers and ensured compliance with internal procedures and audit readiness.
- Oversaw facilities management for office buildings and vehicles.
- Managed the Cape Town office funds and operational budget, including expense tracking, petty cash administration, and monthly reconciliation with finance.
- Supported onboarding and managed workspace allocation and equipment setup.
- Acted as key liaison for couriers, catering, building access, and internal communications.
- Led system implementation and workflow improvements for support staff and professionals.
- Key Achievement: successfully led the relocation from the 8th to the 9th floor, coordinating layout, logistics, and contractor management with zero operational disruption.
Office Administrator / Office Assistant - Equites Property Fund - Cape Town
(2021-08 - 2023-07)
- Managed office inventory, vendor sourcing, and facility maintenance requirements.
- Booked executive travel, including flights, vehicles, and accommodation.
- Facilitated employee onboarding, biometric registrations, and issued office equipment.
- Captured and processed financial data for billing, procurement, and internal reporting.
- Handled internal payment requests and monitored monthly expense records.
- Renewed B-BBEE certificates and filed annual returns with CIPC.
- Maintained accurate inventory records and ensured continuous availability of office resources.
Sales Consultant - 1Life Insurance (Telesure)
(2019-07 - 2020-01)
- Conducted warm lead follow-up calls to convert interest into sales opportunities.
- Handled a high volume of incoming and outgoing client calls in a telesales environment.
- Addressed and resolved client queries promptly and professionally.
- Maintained customer satisfaction through strong client retention practices.
- Supported sales targets by nurturing leads and building client relationships.
Personal Assistant & Legal Administrator - W Shawa Attorneys
(2017-01 - 2019-06)
- Drafted affidavits and notices.
- Prepared liquidation and distribution accounts for deceased estates in compliance with legal requirements.
- Reported estates to the Master of the High Court and managed the full administration process.
- Assisted walk-in clients with legal inquiries and documentation support.
- Managed firm bill payments and facilitated estate advertising in relevant publications.
- Attended client consultations alongside attorneys and compiled case research.
- Performed deed searches and handled the opening and closing of legal files (new and archived).
- Maintained consistent and professional communication with clients throughout matter lifecycles.
Voluntary Mentee, Deceased Estates - Master of the High Court
(2015-12 - 2016-12)
- Lodged documents and handled admin for deceased estates, and assisted with dispute resolution management.
