Financial Adviser

CURRICULUM VITAE

OF

LERATO MIRRANDA SEGOOA

**** ****** ****** **** **: 082-****-***/063-***-****

Westernburg Email:***************@*****.***

Polokwane

0699

PERSONAL PROFILE

My career objective is to become a professional Risk Manager. I have got good communication, leadership and strong teamwork skills, the ability to analyze and prioritize. I am always prepared to take new challenges to cope with any position in question, multi- tasking abilities and capacity to work to deadlines. I am highly organized, with a general positive attitude and cope very well under pressure. I have a hungry brain and as a result I am always eager to learn beyond my current level.

Personal Details

Surname : Segooa

Full Names : Lerato Mirranda

Date of Birth : 1986-03-25

Nationality : South African

Race & Gender : African Female

Driver’s Licence : Code 10(C1)

EDUCATIONAL QUALIFICATION

2020: NQFL 5 Cerificate in Financial Planning( In Progress);Milpark Education

2019: Certificate in Risk Management Programme, Intec College.

2019: Certificate in Public Administration, IQ Academy.

2003: National Senior Certificate, Mafasa High School

WORK EXPIERIENCE

01 August 2019 till Present-Old Mutual

Financial Adviser

•Advise clients about investments,insurance,retirement and funeral policies.

•Reviewing clients portfolio on regular basis and managing client's portfolio.

•Analysing financial data received from clients to develop strageties for meeting clients financial goals.

•Capturing daily business and doing quotations.

•Building and maintaining clients base.

13 February 2018 to 01 July 2019-Xiluvelweni Projects-Receptionist/Administrator

•Responsible for company reception and arranging courier services.

•Daily data capturing and develop and maintain filing system.

•Receiving of guests and order office suppliers.

•Ensure safe filing of company information.

•Prepare meetings agendas and taking minutes during meetings.

•Attending briefing meeting, filing tender documents, preparing attachments and submitting tender documents.

•Update and maintain office policies and procedures.

•Capturing and submitting monthly vat returns to the Accountant.

•Responsible employment contract,UIF and employees medicals

•Monthly submission of payment certificates

•Preparing EPWP reports and JRCC subcontractor contracts

•Training of employees who are on learnership

•Responsible for quotation and tax invoice

Reason for living: Better Opportunities

09 October 2017 to 09 February 2018-Reatlegile Projects-Office Manager

•Preparing employees pay slips

•Daily data capturing and develop and maintain filing system.

•Responsible for tender administration.

•Involved in interview selection process and taking notes

•Preparing interview questions and calling candidates

•Sit in an interview

•General office duties.

•Capturing and submitting monthly vat returns to the Accountant.

Reason for living: Company closed

Jan 2017 to October 2017 -Xiluvelweni Projects-Receptionist/Administrator

•Responsible for company reception and arranging courier services.

•Daily data capturing and develop and maintain filing system.

•Receiving of guests and order office suppliers.

•Ensure safe filing of company information.

•Prepare meetings agendas and taking minutes during meetings.

•Attending briefing meeting, preparing attachments and submitting tender documents.

•Update and maintain office policies and procedures.

•Capturing and submitting monthly vat returns to the Accountant.

Reason for living: Contract expired

Jan 2016-Dec 2016-Alcari Engineering Projects-Secretary/PA

•Preparing tender documents, submitting BOQs and helping with pricing

•Conduct administration of exploration budget (orders, invoices and payments.

•Effective two way communications with team and clients.

•Calculating employees’ salaries and do follow up on employees’ salaries.

•Placing orders and receiving stock.

•Attending client’s queries.

•Responsible for company reception and arranging courier services.

•General administration work.

Reason for living: Better opportunity

Aug 2014-2015-Elementary Design Projects- Administrator/Customer Service

•Responsible for company reception and providing pricing.

•Cashier and daily cash-up.

•Helping customers with typing, faxing, laminating documents.

•General office work.

Reason for living: Better opportunity

Aug 2010-October 2012-Sandvik Mining and Construction-Machine Operator

•Operating a brazing machine and setting machine.

•Shot peening, stamping, assembling, sandblasting of mining coal tools.

•Daily housekeeping.

•Daily packaging and counting of mining coal tools.

Reason for living: Retrenched due to recession.

Sept 2008- July 2010-Edgars-Casual Sales Assistant

•Assist with purchase of ladies clothing.

•Quarterly Stock taking.

•Daily housekeeping and assisting in opening of new accounts.

Reason for living: Casual employment.

Skills

Languages: English, Sepedi, IsiZulu, Tshivenda, Setswana.

Communications: Good written and verbal communication skills developed through writing minutes of meetings at work and daily communication with clients.

Computer Literacy: MS Word, Excel, PowerPoint, Internet, MS Access.

Networking and Liaison: The work environment has enabled me to acquire an assertive behavior, good problem solving skills and professionalism.

Leadership and teamwork: Having an appreciable resolve to do work in a team and taking on leadership roles and responsibilities to manage office when the Director is not around.

Office Management: Experience gained through my previous and current position.

Human Resource Management: Experience gained through previous current position.

References

Manager: Rarang Mokoena,Old Mutual

Contact No: 015-***-****

Financial Director: Mr Jabu Vilakazi, Reatlegile Projects, Construction Industry

Tel: 012-***-****

Managing Director: Mrs. Khanyisa Maluleke, Xiluvelweni Projects, Construction Industry

Tel: 015-***-****

Technical Director: Alcari Engineering Projects, Mr. Andrew, Air conditioning

Tel: 011-***-****

Director: Mr. Bongani Mafu, Elementary Design Projects, And Architecture Cell: 076-***-****

Assistant Store Manager: Mr. Pule Pheleu, Edgars, Retail, Tel: 011-***-****

Contact this candidate