Eva Mirembe
9 Judy Cresecent,Morningside Manor Sandton
Summary
Motivated, resourceful, and results-driven proven to efficiently prioritize and manage multiple fast paced, high pressure environments. Creative and adaptable self-starter with experience of elegantly navigating through consistent change of business dynamics. Possessing excellent organizational and management skills, strongly developed communication and interpersonal skills with an ability to use discretion and maintain confidentiality on sensitive and proprietary information. Pro-active detail-oriented team player motivated towards goal achievement.
Overview
13
13
years of professional experience
11
11
years of post-secondary education
3
3
Languages
Work History
Sales and Relationship Consultant
Accounting Instincts Consultancy
Gauteng
08.2022 - 05.2023
- General admin duties
- Provide sales support to existing, new and prospective clients.
- Prepare weekly and monthly sales report on status of pipeline
- Update CRM system daily
- Continues improvement and recommendation on current system
- Continues improvement and updating of sales process flow chart
- Book client engagement meetings
- Explain services to clients during client-engagement online teams meeting
- Build client proposals in Ignition based on information furnished by client and internal reports( CIPC & SARS)
- Resolved problems, improved operations and provided exceptional service
- Exceed goals through effective task prioritization and great work ethic.
- Resolve conflicts and negotiate mutually beneficial agreements between parties.
- Identify issues, analyses information information at hand and provided solutions to problems.
KYC Accounts Analyst
IG Group
Gauteng
04.2017 - 12.2021
- Completing new businesses and queue(admin) tasks within the SLA Oversee that escalations are dealt with in a timely manner Answering queries from internal and external stakeholders
- Setting up retail and corporate accounts, setting up W8BEN and W9 form. Due diligence applied when EIDV checks passes for retail clients. Pay particular attention to PEP outcome
- Reviewing and signing off affiliates, Setting up of exchange permissions and commissions
- Ensure that all necessary checks/ steps are taken to identify possible money laundering activities
- Liaise with RSA, UK, Italy, Spain and German offices to ensure that the correct documents are received depending on jurisdiction,risk category, categorization and account type. Correctly apply margins
- Check on companies house for UK clients documents when setting up corporate accounts. LEI and BIC searches correctly done
- Pay particular attention to the purpose of the company and it's share capital. Identify all beneficial owners of bearer shares.
- Make sure that the correct checklist is followed depending on the risk level and jurisdiction of the corporate account
- Collect and correctly label required documents when saving onto clients salesforce account. Simplified due diligence used on regulated companies
- Request for approval from the Money Laundering Reporting Officer/Compliance department prior to setting up an account with bearer shares
- Rule out hit based on information mismatch. FINSCAN,PEP, Experian reports or document picture comparison mismatch.
- Update all required fields correctly in Hydra should correspond with the clients application form. Run TAX assessment. Update the exchange permissions in Internet Monitor if client has not signed the NYSE agreement
- Liaise with the NYSE office to have corporate account set up. for clients that want to trade NYSE. Check for information accuracy on the agreement and addendum correspond with IM. Once receive approval from NYSE activate account in IM
- Obtain approval from line manger to set up L2 accounts( exchange permissions and data feeds). Update status code L2 features and considerations
- Correctly set up power of attorney or limited power of attorney on trading accounts. Forms from client and the attorney correctly completed
- Use critical thinking to break down problems, evaluate solutions and make decisions.
- Actively listen to customers' requests, confirming full understanding before addressing concerns.
- Work flexible hours across night, weekend and holiday shifts.
- Maintain energy and enthusiasm in fast-paced environment.
- Work within applicable standards, policies and regulatory guidelines to promote safe working environment.
External Sales Consultant
FNB
Gauteng
08.2014 - 03.2017
- Sell FNB products and services face to face to potential clients
- Explain benefits of products/services to clients
- Provide leads and enter into sales pipeline
- Set up appointments to see potential clients
- Manage and grow client base
- Managed time efficiently in order to complete all tasks within deadlines
- Exceed goals through effective task prioritization and great work ethic.
- Develop and maintained courteous and effective working relationships.
Consultant
Camelsa Conslting Group
Mpumalanga
07.2013 - 10.2013
- Assist in the preparation of municipality annual financial statements
- Assist with Audit readiness
- Pulling of reports from Pastel Evolution and data capturing
- Manage own administrative work
- Supported clients with business analysis
Assistant
Fixonate Consulting services
Gauteng
10.2010 - 06.2013
- Interact with clients and establish their service need
- Classification of source documents for general ledger
- Construction of Trial Balance and adjustment
- Invoicing and debt collection
- Supervise asset management projects from barcode to final figures with the balance sheet
- Analysis of financial statements and statutory records for preparation of B-B-BEE Certificates
- Maintaining historical data for clients filing
- Assist with Audit readiness
- Pulling reports from Pastel Evolution and data capturing
Education
Bachelor of Commerce - Financial Management
University of South Africa
Pretoria, GP 01.2007 - 01.2013
National Senior Certificate -
Wendywood High
Wendywood 01.2002 - 12.2006
First Aid Certificate Level 01 -
Skills
Microsoft Word, Excel, PowerPoint and Research
Pastel Evolution, Salesforce, Finscan,RDC ,Hydra, Zoho and Ignition
Ability to work under pressure and prolonged hoursCommunication skills and teamworkMicrosoft Word, Excel, PowerPoint and Outlook
Managing accounts and updating accounts
Monitoring accounts
ID3 , Experian, EIDV, Companies House
BIC Code LEI, Internet Monitor, Hydra
Decision making
Strong analytical skills
Multi- tasking
Research
Relationship building and management
Rapport and relationship building
Personal Details
Marital Status: Single
Drivers License: Code 08
Citizenship: South Africa
References
- Pieter Van den Berg - Accounting Instincts Consultancy Manager 083 6301258
- Mapule Mahlaba - IG Markets South Africa Manager 0817902751
- Brandon Mdaki - FNB Manager 0837910007
- Mpho Kgasoane -FCS Director 0826326264
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridOn-SiteImportant To Me
Career advancementWork-life balanceCompany CultureHealthcare benefitsWork from home optionPersonal development programsStock Options / Equity / Profit SharingTimeline
Sales and Relationship Consultant
Accounting Instincts Consultancy
08.2022 - 05.2023
KYC Accounts Analyst
IG Group
04.2017 - 12.2021
External Sales Consultant
FNB
08.2014 - 03.2017
Consultant
Camelsa Conslting Group
07.2013 - 10.2013
Assistant
Fixonate Consulting services
10.2010 - 06.2013
Bachelor of Commerce - Financial Management
University of South Africa
01.2007 - 01.2013
National Senior Certificate -
Wendywood High
01.2002 - 12.2006