Personal Assistant Financial Advisor

*** ********* ********, *******, ****

Contact numbers: 079-***-****

Email address: ***********@*****.***

PROFESSIONAL PROFILE

I am a highly organised person. Effectively identifies and quickly resolves complex financial issues. I have carried out many work and experiences both in the workplace and in the banking learnership program. I am looking forward to translating all the hard work and effort I have put into working and studying into outstanding results. Believes in integrity, efficiency and exceptional customer service.

EDUCATION AND TRAINING

Highest education obtained

NQF Level 5 Banking services and advice – Bankseta Learnership Feb 2020 – Feb 2021

Microsoft Azure Fundamental Certification – Feb 2021

Matric – 2011, Ubuhlebolwazi high school

Accounting Business studies Economics Mathematical Literacy English-First Additional Language Zulu

RE 5 – 2017, Moonstone Information Refinery Institute

Baccalaureus Computitionis – (2012-2016) University of Limpopo (Pending)

SHORT COURSES

Sales

Financial accounting foundations

Project management

WORK EXPERIENCE

Personal assistant – under Financial Advisor (Standard Bank Financial Consultancy)

Duration: March 2018 – December 2018

Responsibilities included setting appointments for the financial advisor, administration of SBFC products, handling telephonic queries from policy holders and financial advisors, liaising with clients and product providers in obtaining outstanding requirement and recording statistics of workload for record keeping purposes.

Assisted at Standard bank reception – Answering phone calls and assisting customers with directing them where they needed assisted in the bank

Assisted at Standard bank Enquiries station - with reversals, setting notices on notice deposit account, transfers etc.

Nedbank branch simulation participation program (September 2020 – February 2021)

Personal attributes and Skills

Customer service orientated

Good communication skills

Ability to handle pressure and deadlines

People savvy

Resilient

Drives results

Manages complexity

Optimistic

Other competencies:

Awarded an overall best student award in 2011

Participated in SAICA camps in 2013 and 2015

Became a chairperson of an English club 2010

Played volleyball 2008-2010 in a community team

References

Name: Mr Tobias Nyikadzino

Relationship: Bankseta Facilitator

Contact: 078-***-****

Name: Mrs Lungile Duba

Relationship: Former colleague (Standard Bank Receptionist)

Contact: 073-***-****

Name: Mr Ngozo O

Relationship: Former Deputy Principal

Contact: 082-***-****

NOMPUMELELO PROMISE MAGAGULA

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