Financial Adviser

Location:

Johannesburg, Gauteng, South Africa

Posted:

February 05, 2025

Contact this candidate

Resume:

AVELA XOTYENI

GROBLERSPARK

ROODEPOORT

****

068-***-**** *.*********@*****.***

Experience Summary

Proactive Office Administrator, Sales Representative and Customer Care Service with over 6 years of experience managing office operations in fast-paced, deadline driven environments. Adapt at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy, and achieve organizational objectives, skilled at working effectively with different departments to coordinate information and resolve problems.

Experience

NUTUN

Customer Service Representative 06/2024- PRESENT

Maintaining a positive, empathetic, and professional attitude toward customers always.

Responding promptly to customer inquiries.

Communicating with customers through various channels.

Acknowledging and resolving customer complaints.

Knowing our products inside and out so that you can answer questions.

Processing orders, forms, applications, and requests.

Keeping records of customer interactions, transactions, comments, and complaints.

Communicating and coordinating with colleagues as necessary.

Providing feedback on the efficiency of the customer service process.

AVBOB JABULANI

Financial Associate 03/2023- 04/2024

•Providing strategic advice across a variety of financial products and services

•Assess client’s overall financial picture, understand their needs and develop a solid financial plan

•Guide clients towards a profitable and secure financial decision

•Cultivate client base and build win-win relationships

•Network, generate leads and grab opportunities to sell mutual funds

AVBOB Roodepoort

Admin Clerk 01/2022-01/2023

Short term insurance underwriting and claims.

Office support

Dealing with email enquiries

Calendar Management

Ordering supplies

Day to day filing, capturing receipts and invoices.

Operating Switchboard

Funeral arrangements and Bookings.

MANDB Data Solutions

Administrative Officer 03/2020-11/2021

Established and developed a highly efficient and dependable administrative team by delivering on going coaching, motivation and fostering career advancement.

Consulted with company management to assess requirements and develop operational enhancements to streamline processes and increase team performance.

Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.

Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.

ZIMBA FUNERAL DIRECTOR’S

Administrative Assistant 01/2018-03/2020

Schedule & coordinate meetings, appointments & travel arrangements for supervisors and managers.

Demonstrate Core Values of Excellence, Trust, Compassion, Care, & growth on performing all aspects of position.

Maintain utmost discretion when dealing with sensitive topics.

Assist in the administration side of completing, checking for accuracy and filing of necessary forms and documents associated with death including insurance death certificates.

Schedule and coordinate staff and other meetings.

EDUCATION

CATHCART HIGH SCHOOL

GRADE 12

SKILLS

Scheduling

Invoicing

Office administration

Administrative support

Data Entry

Invoicing

Database