Hiking
Celina David
Senior Administrator
Pretoria
Work Preference
Summary
Accomplished and self-motivated with over 18 years of experience within the financial services sector. Proven expertise in financial administration, regulatory compliance, stakeholder engagement, process improvement, leadership and team management. Demonstrated ability to manage complex operations, meet stringent service level agreements, and drive operational efficiencies. Highly analytical, detail-oriented, and committed to continuous improvement.
Work History
Senior Administrator
FundsAtWork And GI New Business - Momentum Corporate
11.2017 - 06.2025
- Responsible to collaborate with required teams to investigate and provide resolutions for all complaints received from internal and external stakeholders (members,brokers and advisors) and ensure they are resolved timeously and effectively.
- Documented complaints and provided input and recommendations to enhance client experience.
- Managed team mailboxes and ensured 100% adherence to service level agreements (SLAs).
- Oversaw task allocation, monitored performance, and implemented performance improvement plans.
- Ensured compliance with legislative, governance, audit, AML, and KYC requirements.
- Monitored client accounts to ensure adherence to investment mandates and internal policies.
- Calculated and performed quality checks to reconciliations, retirement contributions, risk premiums, administration fees, and advisor commissions, ensuring data integrity.
- Managed debit order collections, EFT allocations, and payment refunds.
- Acted as primary liaison between clients, brokers, and internal departments.
- Developed and maintained SOPs, reports, and quality control documentation.
- Coordinated projects, monitored risks and action items, and managed project reporting.
- Reduced operational costs and mitigated risk through process improvements achieving up to 80% efficiency gains.
- Supported recruitment, onboarding, and training of new employees.
- Planned and managed large-scale internal events within approved budgets.
- Procurement.
- Assisted in annual audits.
- Reporting.
Business Systems Analyst Intern
Momentum Corporate
06.2022 - 02.2023
- Collaborated within cross-functional teams to develop dashboards for claims and payments.
- Created business requirements specifications aligned to stakeholder needs.
- Mapped current and future state processes to support system enhancements.
- Conducted functional testing, scenario testing, and validation of system changes.
- Identified workflow improvements to reduce operational risk and improve efficiency.
- Supported regulatory and compliance documentation processes.
- Facilitated effective stakeholder communication and project collaboration.
- Analyzed data from various sources to create comprehensive current and future state process maps.
- Troubleshooted complex system errors and user issues, minimizing downtime and improving user experience.
New Business Installation Administrator
Momentum Corporate
01.2009 - 10.2017
- Processing of new scheme installations, benefit changes and reconciliations (retirement, death and disability).
- Managed onboarding of new clients and investment account setups.
- Ensured compliance with governance, legislative and audit requirements.
- Calculation of correct retirement contributions, risk benefit premiums, admin costs and financial advisor commission amounts.
- Collection of debit orders, allocation of EFT payments and refund of payments.
- Provided training and quality assurance support to staff.
- Reporting.
New Business Pricing Administrator
Momentum Corporate
03.2007 - 12.2008
- Processed new business and benefit improvement quotations.
- Captured and validated client and benefit information.
- Calculated contributions, risk premiums, fees, and commissions.
- Performed quality checks and ensured turnaround time compliance.
- Liaised with brokers, clients, and internal stakeholders.
- Reporting.
Education
Diploma - Financial Accountant - NQF 6 - Fasset - SAQA 20366
Damelin
Pretoria10-2017
Diploma - Technical Financial Accountant - NQF Level 5
Damelin
Pretoria12-2015
Advanced Certificate - Project Management
Regenesys
Johannesburg03-2026
Certificate - CPBA-IIBA Certificate Program In Business Analysis
Faculty Training Institute
Johannesburg2023
Certificate - Senior Bookkeeping
Damelin
Centurion, South Africa 04.2001 -
Certificate - Mindfulness Practitioner
Academy of Modern Applied Psychology
Scotland06-2020
Higher Certificate - Banking NQF - Level 5 - SAQA ID - 84286
UNISA
PRETORIA2028
Skills
Financial Administration and Reconciliation
Regulatory Compliance (AML, KYC)
Process Analysis and Continuous Improvement
Project Management and Reporting
Stakeholder and Client Relationship Management
Business Analysis and Functional Testing
Analytical Thinking and Problem Solving
MS Office Suite, Jira, Confluence, SharePoint, AS400
Agile and Waterfall Methodologies
Behavioural Attributes
Customer-focused, results-driven, self-motivated, detail-orientated, innovative, and highly professional with strong communication and interpersonal skills.
Interests
Volunteering
Chess
Affiliations
- Served church congregation by warmly greeting church members and visitors.
- Helped with presentations.
Certification
Lean Six Sigma
References
Available upon request
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I can do all things through Christ who strengthens me
Philippians 4:13
Languages
English
Bilingual or Proficient (C2)
Afrikaans
Beginner (A1)