DOROTHY HURTER
FINANCIAL ADVISOR
Umhlanga
Summary
Accomplished Financial Advisor, adept in investment planning and client relations. Leveraged tax law expertise and active listening to enhance client portfolios and foster long-term relationships. Excelled in translating complex financial concepts into actionable strategies, significantly improving client satisfaction and portfolio performance. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
32
32
years of professional experience
Work History
Financial Advisor
Investstar (Pty) Ltd
05.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
Discovery Life Ltd
11.2017 - 04.2024
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated new client onboarding process and investment account setup.
- Advised clients on investments, retirement and estate planning.
- Recommended specific investments to help clients meet financial goals.
- Monitored and updated financial plans to comply with client goals.
- Presented financial plans and investment recommendations to clients.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
Financial Advisor
Liberty Group Ltd
05.2017 - 10.2017
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Business Partner
Voipmagic
01.2007 - 04.2017
- Played a crucial role in company growth by identifying new market opportunities and developing comprehensive strategies.
- Navigated complex legal and regulatory challenges to ensure compliance across all business operations.
- Implemented cost-saving initiatives, resulting in significant reduction in operational expenses.
- Developed and maintained strong relationships with key stakeholders for improved collaboration and strategic alignment.
- Maintained internal control safeguards for receipt of revenue, costs and organizational budgets and actual expenditures
- Monitored accounts, ledgers and reporting systems to comply with regulatory requirements and corporate policy standards.
- Supported the successful launch of new product lines through meticulous market research, planning, and execution.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Prepared and presented reports on status of projects and initiatives.
- Collaborated with colleagues and support staff to maximize team efficiency.
- Established firm's financial strategy by adequately distributing funds across company, monitoring monthly budget and evaluating results.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
Accountant
Financial Footprint
04.2006 - 12.2006
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
Accountant
Veolia Water Systems OTV RSA Environment
07.2002 - 04.2005
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
Accountant
Fabric Library
10.2003 - 04.2004
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
Accountant
Maxtech
02.1998 - 12.2002
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Supported department objectives by participating in cross-functional projects with other departments as needed.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Increased efficiency by streamlining accounting processes and implementing new financial software.
- Provided critical support during system upgrades or conversions by working closely with IT staff to ensure minimal disruption to daily operations.
- Participated in due diligence activities related to mergers and acquisitions, ensuring a smooth transition of acquired assets into the company''s existing financial systems.
- Provided journal entries and performed accounting on accrual basis.
- Collected and reported monthly expense variances and explanations.
- Prepared working papers, reports and supporting documentation for audit findings.
- Maintained integrity of general ledger and chart of accounts.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Trained new employees on accounting principles and company procedures.
- Assisted in the development of financial forecasts based on historical trends and current market conditions, supporting strategic planning initiatives within the organization.
Accountant
Knowledge Unlimited
09.1992 - 11.1997
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Education
RE 1Regulatory Examination - FSP's And Key Individual in All Categories of FSP
FSCA
Moonstone 04.2001 -
RE 5 Regulatory Examination - Representatives in All Categories of FSP's
FSCA
Moonstone 04.2001 -
Program in Taxation A Strategic Approach - Taxation For Individuals
UNISA
Pretoria 04.2001 -
Chartered Secretary - Accounting, Company Law, Corporate Governance
Chartered Governance Institute of Southern Africa
Johannesburg, South Africa 04.2001 -
3 Year National Diploma - Accounting And Business Management
Witwatersrand Technikon
Johannesburg, South Africa 04.2001 -
Skills
Investment planning
Client Relations
Insurance decisions
Tax law expertise
Active Listening
Self Motivation
Sales and Marketing
Relationship building and management
Financial Planning
Investment advice
Timeline
Financial Advisor
Investstar (Pty) Ltd
05.2024 - Current
Financial Advisor
Discovery Life Ltd
11.2017 - 04.2024
Financial Advisor
Liberty Group Ltd
05.2017 - 10.2017
Business Partner
Voipmagic
01.2007 - 04.2017
Accountant
Financial Footprint
04.2006 - 12.2006
Accountant
Fabric Library
10.2003 - 04.2004
Accountant
Veolia Water Systems OTV RSA Environment
07.2002 - 04.2005
RE 1Regulatory Examination - FSP's And Key Individual in All Categories of FSP
FSCA
04.2001 -
RE 5 Regulatory Examination - Representatives in All Categories of FSP's
FSCA
04.2001 -
Program in Taxation A Strategic Approach - Taxation For Individuals
UNISA
04.2001 -
Chartered Secretary - Accounting, Company Law, Corporate Governance
Chartered Governance Institute of Southern Africa
04.2001 -
3 Year National Diploma - Accounting And Business Management
Witwatersrand Technikon
04.2001 -
Accountant
Maxtech
02.1998 - 12.2002
Accountant
Knowledge Unlimited
09.1992 - 11.1997
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