Boitumelo Mattaka
Kimberley
Summary
Prepares and distributes daily, weekly, and monthly financial reports that keep fund performance and key metrics clear and actionable. Utilises financial software and KPI tracking to support informed investment decisions and stronger portfolio outcomes.
Overview
5
5
Languages
1
1
Certification
6
6
years of professional experience
Work History
Fund Administrator
Alexforbes
Johannesburg, South Africa
10.2023 - 06.2026
- Prepared and distributed daily, weekly, and monthly financial reports, highlighting fund performance and key metrics.
- Managed and maintained client investment portfolios in line with needs and desired achievements.
- Utilised cutting-edge financial software to enhance investment analysis and decision-making processes.
- Developed and monitored KPIs to collect insight and gauge progress, maintaining understanding of business operations.
- Gathered information to make informed financial decisions and recommendations for positive outcomes.
- Employed a detailed understanding of claims matters to financially advise clients.
- Supervised staff and monitored workflow to maintain competence and productivity, meeting goals and objectives
Education Assistant
Newton Primary School
Kimberley, South Africa
05.2023 - 09.2023
- Organised educational materials and resources to enhance accessibility for all students.
- Maintained safe, clean, and organised classroom environment to support effective learning.
- Assisted the teacher with marking assignments and reporting feedback to students and parents.
- Wrote and maintained accurate class records on attendance, progress and test scores.
- Administered tests, invigilated exams and undertook routine marking of tests.
- Supervised children during activities and play to ensure safety and proactively address behavioural issues.
Retails Sales Associate
Sheet Street
Pretoria, South Africa
02.2020 - 11.2022
- Met sales targets through proactive promotion and excellent customer service.
- Assisted customers in finding products, offering detailed information to increase sales and enhance shopping experience.
- Processed sales transactions accurately, handling cash and card payments with attention to detail.
- Handled customer returns, refunds and exchanges at customer service desk.
- Managed stock levels on the shop floor, regularly updating displays to maximise visual appeal.
- Maintained a tidy and organised retail space, ensuring a pleasant shopping experience.
Education
Certificate of Higher Education - Mining
IQ Academy
Pretoria, GP01-2025
Higher National Diploma - Humanities
Rosebank College
Pretoria, GP01-2023
Certificate of Higher Education - Humanities
Rosebank College
Pretoria, GP01-2022
Skills
- Financial reporting
- Investment portfolio oversight
- Portfolio diversification
- Operational efficiency
- Client management
- Client support
- Analytical problem-solving
- Computer literacy
- Effective communication
- Verbal communication
- Client relationship building
- Customer service excellence
Languages
English
Intermediate
B1
Afrikaans
Intermediate
B1
Xhosa
Elementary
A2
Tswana
Intermediate
B1
Zulu
Elementary
A2
Certification
- Code 10 Licence.
Timeline
Fund Administrator
Alexforbes
10.2023 - 06.2026
Education Assistant
Newton Primary School
05.2023 - 09.2023
Retails Sales Associate
Sheet Street
02.2020 - 11.2022
Certificate of Higher Education - Mining
IQ Academy
Higher National Diploma - Humanities
Rosebank College
Certificate of Higher Education - Humanities
Rosebank College