Developed operational skills in fast-paced service environment, focusing on efficiency and customer satisfaction. Skilled in problem-solving and effective communication, ensuring seamless operations and positive interactions. Seeking to leverage these transferrable skills in new and challenging field.
•Oversaw day-to-day office operations such as organising correspondence, managing incoming calls and creating business records.
•Managed client correspondence, order tracking and data communications.
•Collaborated closely with other managers to smooth and improve office operations.
•Managed client communications by answering phones and corresponding through email.
•Supported managers with proactive, efficient clerical support to maintain smooth-running operations.
RE1 Regulatory Examination : FSPs and Key Individuals in all Categories of FSPs
RE3 Regulatory Examination : FSPs and Key Individuals in Categories II and IIA
RE5 Regulatory Examination : Representatives in all categories of FSP's
NQF5 : National Certificate in Wealth Management
CFP
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