Discovery 360
In my current role as a Personal Assistant to a Financial Advisor, I efficiently manage the advisor's diary, coordinate meetings, handle client communications, and provide general administrative support. I effectively manage scheduling and client interactions, ensuring smooth operations for the financial advisor to focus on strategic decision-making. Previously, as a Digital Sales Consultant at Osidon, I led client engagement efforts by delivering tailored solutions and keeping clients informed about our cutting-edge services. This position strengthened my ability to build strong business relationships, optimize performance, and leverage product knowledge to enhance customer satisfaction. Prior to that, as a Finance Administrator, I focused on precise financial administration, refining accounts receivable processes, and producing detailed financial reports. Working closely with my team, I addressed urgent payment requests and contributed to the financial health of the organization through diligent analysis and strategic insights.
Personal Assistance
Discovery 360
Microsoft Dynamics
Sales Force- CRM
Microsoft Office Suite
Ms Teams, Zoom , Skype
Xero
Docusign
Sage Evolution
Excel Advanced
Adobe
* Recognized as a Top-Performing Digital Sales, 05/2023, Planned and
coordinated sales strategies, resulting in increased sales. One satisfied
client left a glowing recommendation on my LinkedIn profile, praising my
work ethic.
* Designated for the Team's Succession Plan at NRC, 06/2019, Management
recognized my outstanding performance on project GEMS, where I stood in
for the Team Leader, delivering impressive results. This led to my inclusion
in a succession plan, ultimately resulting in my promotion to the role of
Financial Administrator within the company.
I bring a diverse skill set, combining expertise in financial administration, client relationship management, and digital sales, with a proven ability to enhance business operations and client satisfaction. My experience as a Personal Assistant to a Financial Advisor has equipped me with strong organizational, communication, and problem-solving skills, allowing me to effectively manage scheduling, client interactions, and administrative support. Additionally, my background in digital sales and wealth management enables me to optimize client engagement and drive business growth through tailored solutions and operational efficiency. I am dedicated, proactive, and eager to contribute to a dynamic team, leveraging my expertise to achieve organizational goals and deliver exceptional results.