Refilwe Moseki

Executive Administrative Professional with over nine years of experience supporting senior stakeholders through executive administration, calendar and inbox management, stakeholder communication, financial administration, CRM management, and operational coordination. Experienced in preparing professional correspondence, coordinating meetings, maintaining Salesforce and business records, managing confidential information, and supporting cross-functional teams in fast-paced remote environments. Recognized for exceptional judgment, attention to detail, proactive follow-through, and the ability to anticipate priorities while delivering high-quality executive support.

Known for exceptional attention to detail, professionalism, and the ability to work independently with minimal supervision. Skilled at prioritizing competing deadlines, resolving customer enquiries efficiently, and supporting remote teams across multiple business functions.

Administrative Support / Customer Service at Summit Financial Partners (2023-07 – Present)

Provide comprehensive administrative support within a busy financial services environment while delivering exceptional customer service and ensuring smooth day-to-day operations.

• Manage multiple shared inboxes, responding promptly to customer enquiries while maintaining excellent service standards.
• Coordinate appointments, meetings, and schedules using Microsoft Teams and Outlook.
• Prepare professional correspondence, reports, spreadsheets, and operational documentation.
• Verify confidential FICA documentation while ensuring compliance with company procedures.
• Maintain accurate CRM and customer records with exceptional attention to detail.
• Process customer refunds and update internal databases accurately.
• Collaborate across departments to resolve customer enquiries efficiently.
• Support reporting and operational tracking to assist management decision-making.

Credit Controller / Financial Administrator at Cartrack (2021-03 – 2023-06)

Provided customer account management and financial administration while supporting operational teams in a fast-paced environment.

• Managed a portfolio of over 400 individual customer accounts.
• Coordinated customer follow-ups and maintained accurate account information.
• Generated weekly and monthly management reports using Microsoft Excel.
• Managed high-volume email communication while maintaining rapid response times.
• Maintained CRM records and financial documentation.
• Streamlined electronic filing systems, improving information retrieval.
• Worked closely with customers to resolve account-related enquiries professionally.