ADMIN / CREDIT CONTROLLER - RUSSELLS FURNITURE
(1998-01 - 2006-12)
Responsible for full debtors and creditors duties.
- Answering and making phone calls
- Communicating with Clients, managers, preparing and typing letters of demand
- Filing documents
- Conducting credit checks on new and existing customers
- Negotiating payment plans and solving invoice problems
- Maintaining accurate financial records and reporting on outstanding issues
- Developing and monitoring a credit records systems in collaboration with other departments
- Ensuring customers submit payment on time and managing any debts owed to the company
- Ensuring the outstanding accounts are followed up
- Setting up the terms of credits for new clients
- Keeping records and reports up to-date
FICA CLERK - ABSA
(2006-01 - 2007-12)
Responsible for ensuring organizational compliance with Financial Intelligence Centre Act regulations.
- Ensuring that the organization complies with the Financial Intelligence Centre Act (FICA) regulations
- Establishing and verifying the identity of clients
- Understanding the nature and purpose of a transaction/relationship
- Keeping records of business relationships and transactions
- Screening against sanctions watchlists
- Updating and maintaining the database, financial records, and filing systems
- Tracking and monitoring financial transactions
- Reviewing financial records, documents, and information to ensure their accuracy
Credit Clerk - Peters Papers
(2007-01 - 2013-12)
Responsible for full debtors and creditors duties.
- Answering and making phone calls
- Communicating with Clients, managers, preparing and typing letters of demand
- Filing documents
- Conducting credit checks on new and existing customers
- Negotiating payment plans and solving invoice problems
- Maintaining accurate financial records and reporting on outstanding issues
- Developing and monitoring a credit records systems in collaboration with other departments
- Ensuring customers submit payment on time and managing any debts owed to the company
- Ensuring the outstanding accounts are followed up
- Setting up the terms of credits for new clients
- Keeping records and reports up to-date
- Printing the statements
Financial Advisor - Old Mutual
(2013-01 - 2018-12)
Responsible for providing financial guidance and comprehensive financial planning services.
- Assessing clients' financial situations, needs, and goals
- Providing guidance and advice on financial products and services, such as investments, insurance, debt management, tax strategies, and estate planning
- Creating and implementing financial plans and strategies to help clients achieve their objectives
- Reviewing and monitoring clients' accounts and progress
- Educating clients on new opportunities and methods to improve their financial situation
