Andisiwe Simanye Qeqe
Goodwood
Summary
I am a FAIS (Financial Advisory and Intermediary Services Act) banker with a strong ability to manage direct administrative personnel to meet the needs of executives. I assist in meeting the financial needs of the clients by providing financial advice with a good understanding of financial markets. I am performance-oriented and driven with an in-depth understanding of contract negotiations, budget, payroll and office organization needs. I skillfully coordinate resources and administrative support to keep operations smooth and boost team productivity.
Overview
4
4
years of professional experience
Work History
Consultant
Absa Group
05.2023 - Current
- Fulfill all activities in adherence to relevant control and compliance requirements, and quality standards
- Managing and monitoring clients accounts
- Assessing clients financial needs and offering banking solutions
- Analyzing financial data and preparing reports
- Constantly seek to improve ways of working by challenging the status quo and supporting an empowering climate within the team, sharing knowledge, experience, best practice and providing constructive feedback as required
- Providing exceptional customer service and building customer relationship
- Assessing customer due diligence documentation
Community Liaison Officer
City of Cape Town
10.2022 - 04.2023
- Communicating with internal and external stakeholders and members of the public
- Preparing reports, correspondences and other documents to support community updates
- Facilitating conversations between relevant community members
- Maintaining confidential documents and files
- Using negotiation and conflict resolution skills to resolve issues quickly
- Contributing to project planning and project management processes
- Responding to calls, emails and other communications on behalf of others
- Assisting with applications for grants and other forms of funding
Financial Assessor
Intelligent Debt Management
09.2021 - 10.2022
- Consulting on client's financial circumstances by analysing their credit score and budget and providing suitable solutions for managing their debt
- Analyse and evaluate client's financial status which enables me to help the client prioritize certain objectives including how much risk the client can afford
- Develop and present financial planning recommendations to ensure that the client has a financial plan and certainty regarding their financial future
- Implement the recommendations that coordinate the whole financial planning process
- Expert knowledge of the National Consumer Act and Consumer
Education
National Diploma - Office Management and Technology, Business Administration, Information Administration, Mercantile Law, Financial Accounting
Cape Peninsula University of Technology
01.2021
National Senior Certificate - Business Studies, Accounting, Life Science, Mathematics
Adelaide Gymnasium
12.2015
Skills
- Communication
- Analysis and assessment
- Problem solving
- Planning and organization
- Time management
- Attention to detail
- Microsoft Office
- Risk compliance
- Credit management
- Securities
- Administrative assistance
- Record keeping
- Client liaison
Languages
Xhosa
Advanced (C1)
English
Advanced (C1)
References
1. Mabatho Msutu
City of Cape: Assistant Professional Officer
081 024 5603
Victoria.Msutu@capetown.gov.za
2. Mihlali Sityata
Intelligent Debt Management: Team Leader
083 969 8204
Mihlalis@idmgroup.co.za
3. Porcia Visser
Absa Group: Manager
076 156 6064
4 Gaylene Adamson
Absa group: Supervisor
084 633 9062
Timeline
Consultant
Absa Group
05.2023 - Current
Community Liaison Officer
City of Cape Town
10.2022 - 04.2023
Financial Assessor
Intelligent Debt Management
09.2021 - 10.2022
National Diploma - Office Management and Technology, Business Administration, Information Administration, Mercantile Law, Financial Accounting
Cape Peninsula University of Technology
National Senior Certificate - Business Studies, Accounting, Life Science, Mathematics
Adelaide Gymnasium
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