Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Alicia Mungal

Alicia Mungal

Financial Administrator
Durban,KZN

Summary

Enterprising Personal Financial Advisor Administrator driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.

Overview

10
10
years of professional experience

Work History

Financial Advisor Assistant

Sunlife Financial Advisors
Durban
02.2019 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
  • Analyzing information and preparing plans best suited to individual clients' requirements
  • Completing risk analyses
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Designing financial strategies
  • assisting clients to make informed decisions
  • Researching information from various sources, including providers of financial products
  • Reviewing and responding to clients changing needs and financial circumstances
  • Promoting and selling financial products to meet given or negotiated sales targets
  • Negotiating with product suppliers for the best possible rates
  • Liaising with head office and financial services providers
  • keeping up to date with financial products and legislation
  • Producing financial reports
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Bookkeeper

Discount Build
Durban
07.2015 - 01.2019
  • Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
  • Diminished financial discrepancies and managed monetary transactions, including deposits and credit card transactions.
  • Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
  • Analyzed budgets, forecasts and current trends to support overall financial operations.
  • Reconciled accounts and investigated variances.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

Education

High School Diploma -

Grove End Secondary
Phoenix

Skills

    Good listening skills

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Interests

Painting

Book collecting

Timeline

Financial Advisor Assistant

Sunlife Financial Advisors
02.2019 - Current

Bookkeeper

Discount Build
07.2015 - 01.2019

High School Diploma -

Grove End Secondary

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Alicia MungalFinancial Administrator