Summary
Overview
Work History
Education
Skills
Supportingdocuments
Health
Personal Information
Criminalrecord
References
Languages
Certification
Interests
Timeline
Generic

Abu-Bakr Kenny

Business/Finance/Client Services And Administration
17 Essenhout Street Ferness Estate

Summary

I have been working at Old Mutual for over 10 years now. I have become familiar with the various systems which include IBC, AWD, GCS, Bizagi and Omunet. I have also been on IF, FC and OM Wealth product training and completed all IF, FC, and OM Wealth products. Completed National Certificate Wealth Management Financial Planning NQF5 and National Certificate Wealth Management Financial Planning NQF6 - Financial Market and Instruments NQF6 There are a few key things I wanted you to know in advance regarding my character: I value and respect others. I manage my time efficiently and constructively I perform effectively on an independent basis or within a team environment I am Open-minded, receptive to new people, methods, systems, and environments Flexible and adaptable, happy to undertake any task or project Ability to cope with routine Conflict resolution skills Computer literate Thrives on challenges and is constantly eager to learn, believing in empowerment through knowledge Honest, loyal and committed character Always prepared "to go that extra mile" for employers, clients, colleagues or friends. I am very client -focused Respects different opinions, cultures, and beliefs I am a well-organized individual I have both Galaxy (FC) and Investment Frontiers (IF) knowledge I have good problem-solving skills as I am solution driven and have high attention to detail Assertiveness is a trait drawn and used when required I work well under pressure Initiating action and gaining commitment is one of my strengths and in saying this ownership plays a huge role for me

Overview

13
13
years of professional experience
11
11
years of post-secondary education
1
1
Certification

Work History

Senior Administrator

Old Mutual Wealth
Cape Town
03.2021 - Current
  • Processing Living Annuity incomes, Contractual changes, Tax Free Investment Transfers, Client changes, Unit Transfers, Section50 DIR135 transfers
  • Tax aggregation calculations
  • Forex payments
  • Calculating incomes on new anniversary values for Pencare
  • Liaising with planners/client via email and telephone daily
  • Distributing work amongst the team.

Administrator (Support Team)

Old Mutual Fairbairn Capital
Cape Town
01.2018 - 01.2020
  • Processing Living Annuity incomes, Contractual changes, Tax Free Investment Transfers, Client changes
  • OM Wealth REJBANKS - Identification and verification of bank accounts that rejected during the process updating and making sure re-issue payments get paid into the correct account, contacting financial planners and clients to update banking details on system
  • Managers resolve queue all unallocated work sourced to its original case also creating work for process team for unallocated documents in resolve queue
  • Manages returned mail email and post an updating various system with address markers, also formatting return mail file received monthly to identify Duplicate entries via excel VLOOKUP process
  • Contacting Intermediaries and clients to update client information on system
  • Making sure clients receive all correspondence, via email or post
  • Old Mutual Wealth Indexing from EMS to AWD, creating work for various teams
  • Assisting other teams when help is needed e.g., OMW incomes, Client updates, Bank verifications, Beneficiary updates
  • Ad Hoc Projects
  • IAN changes - Updating Intermediary codes and fees.

Document Administrator

Old Mutual
Cape Town
12.2011 - 08.2018
  • Coordinating incoming and outgoing mail processes
  • Collecting and sorting the IF contracts, correspondence at OMIA mailroom
  • Collection of Investment Frontiers contracts sorting and posting them to relevant clients
  • Collect scanning in service centre logging it onto computer as it has contract numbers
  • Coordination of documents to be couriered to clients
  • Submit requests to Metrofile ensuring that all the necessary information is in the e-mail (request)
  • Upon receiving the files from Metrofile
  • I ensure that it is forwarded to the requesting consultant
  • Manages returned mail and updating various systems with address markers, also formatting return mail file received monthly to identify Duplicate entries via excel VLOOKUP process
  • Trace and sort registered/couriered mail, Collect/deliver documents
  • Manages the reprinting of contract via AWD and Documentum
  • Old Mutual Wealth and Fairbairn Capital Indexing to AWD (Doc Classifier)

Education

National Certificate NQF6 -

Full Value Academy - Financial Services
South Africa
02.2018 - 08.2019

National Certificate NQF5 -

Old Mutual Business School - ARTG Smart Learning - Inseta
South Africa
01.2017 - 12.2017

Certificate - MBP Techniques And Processes

X-Pert Project Management Training
South Africa
07.2010 - 12.2010

Certificate - Project Management

X-Pert Project Management Training
Cape Town
01.2010 - 06.2010

Certificate - Computer And Information Systems Security

IT Business Campus - Office For Beginners
South Africa
06.2009 - 12.2009

High School Diploma -

Computer Course At Mondale Senior Secondary
South Africa
01.2009 - 12.2009

Matric -

High School Mondale Senior Secondary
South Africa
01.2004 - 12.2009

Skills

Customer Service

Active Listening

Product Knowledge

Call Management

Operations oversight

Project Management

Financial leadership

Budgeting

Technical Support

Teamwork and Collaboration

Office administration

Business administration

Administrative support

Self-Motivated

Supportingdocuments

AVAILABLE ON REQUEST

Health

Excellent

Personal Information

  • ID Number: 911015 5094 087
  • Date of Birth: 10/15/91
  • Gender: Male
  • Nationality: South African
  • Driving License: Yes
  • Marital Status: Single

Criminalrecord

None

References

  • Faeeza Abduraouf, Manager, Old Mutual Wealth, 0834091957
  • Margi Young, Manager, Old Mutual, 072 442 4227
  • Ardiela Landman, Project Manager, Private, 082 405 0820
  • The Principal, Principal, IT Business Campus, 082 405 0820

Languages

English
Advanced (C1)

Certification

Certified [Job Title], [Company Name] - [Timeframe]

Interests

Running

Timeline

Senior Administrator

Old Mutual Wealth
03.2021 - Current

National Certificate NQF6 -

Full Value Academy - Financial Services
02.2018 - 08.2019

Administrator (Support Team)

Old Mutual Fairbairn Capital
01.2018 - 01.2020

National Certificate NQF5 -

Old Mutual Business School - ARTG Smart Learning - Inseta
01.2017 - 12.2017

Document Administrator

Old Mutual
12.2011 - 08.2018

Certificate - MBP Techniques And Processes

X-Pert Project Management Training
07.2010 - 12.2010

Certificate - Project Management

X-Pert Project Management Training
01.2010 - 06.2010

Certificate - Computer And Information Systems Security

IT Business Campus - Office For Beginners
06.2009 - 12.2009

High School Diploma -

Computer Course At Mondale Senior Secondary
01.2009 - 12.2009

Matric -

High School Mondale Senior Secondary
01.2004 - 12.2009
Abu-Bakr KennyBusiness/Finance/Client Services And Administration