Vinita Rajkumar

A detail-oriented Administrative and Financial Support professional with strong FAIS/FICA understanding, compliance documentation experience, and excellent client-service skills. Proven ability to streamline operations, support financial advisors, maintain accurate records, and ensure regulatory adherence.

Financial Administrative Assistant & PA - Avion Wealth Bluestar authorised by Sanlam

(2026-02)

• Drafting proposals and preparing financial documentation
• Generating quotes and processing new business submissions
• Providing client service, follow-ups, and query resolution
• Maintaining compliance documentation and regulatory adherence
• Familiar with FAIS/FICA requirements
• Set advisor appointments, manage schedules, and coordinate meetings
• Attend client and business-partner meetings and events
• Lead prospecting and lead-generation activities
• Financial Advisor Recruitment

Administrative Assistant to Project Manager - Elekta

(2022-04 - 2022-12)

• Collaborated closely with the Project Manager and received mentorship to develop a comprehensive understanding of project operations
• Responsible for coordinating client meetings, obtaining and preparing quotes from third-party suppliers, and managing project documentation
• Maintained direct communication with Elekta's CFO and executive leadership, handling delegated tasks to support smooth project execution and operational efficiency
• Coordinated meetings, prepared quotes, and managed project documentation
• Liaised directly with CFO and executives to support operations
• Reference: Mersha: 0828576402

Administrative Assistant & Bookkeeper - AAAAppliances

(2023-01 - 2025-04)

• Managed administrative responsibilities on a flexible, part-time basis, including invoicing and clerical support, demonstrating strong organizational skills and attention to detail
• Reference: Siven-0823076893

Bachelor of Arts - Law and Psychology (2023)