Summary
Overview
Work History
Education
Skills
Websites
Software
Certification
Accomplishments
Additional Information
Timeline
CustomerServiceRepresentative

Fatima Nyathi

Finance Administrator With Expertise In Wealth Management And Digital Sales
Jhb

Summary

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.

Overview

15
15
years of professional experience
25
25
years of post-secondary education
4
4
Certifications
3
3
Languages

Work History

Wealth Management Assistant

Discovery Limited
Sandton
10.2024 - 11.2024
  • Developed strong relationships with high-net-worth clients, ensuring trust and long-term retention.
  • Strengthened communication skills through regular interactions with others.
  • Scheduling calendar and managing appointments for Financial Advisors.
  • Data entry -ensuring client information is up to date on Discovery 360 system.
  • Providing general support to wealth management team ,assisting with Administrative tasks, and taking on special projects.
  • Liaising with clients ensuring any issues they have are resolved in timely manner.

Digital Sales Consultant

Osidon
Pretoria
02.2023 - 06.2024
  • Consulted with clients, addressing inquiries and concerns to ensure their needs were met.
  • Advised clients on selecting appropriate service package to meet their specific needs and requirements.
  • Kept Osidon's clients informed about new services, ensuring they were up-to-date with available offerings.
  • Contributed to entire team utilizing latest technology and innovation to ensure professional service delivery.
  • Compiled reports on website activity, including number of visitors, popular products, and conversion rates from browsing to purchase.
  • Managed approximately 38 + incoming calls and emails per day from clients.

Finance Administrator

National Renal Care
Sandton
07.2020 - 02.2023
  • Managed financial administration tasks, including processing invoices and credit notes.
  • Conducted monthly financial closing activities, providing business leaders with observations and forecast explanations.
  • Highlighted and assisted with any Urgent Payment Requests, ensuring timely resolution.
  • Defined, designed, and continually improved AR processes, customer billing & credit notes, service contract management, and write-offs.
  • Assisted in producing accurate reports for management on a daily, weekly, and monthly basis with meticulous attention to detail.

Front Office Executive / Team Lead

Intercare Group
Centurion
01.2015 - 05.2017
  • Monitored the flow of patients to and from consulting rooms, managing queues via telephone and face-to-face interaction.
  • Explained practice arrangements and requirements to new and temporary patients.
  • Maintained a working knowledge of the appointment system, including times of all clinics, appointment durations, computer systems, doctor rotas, and booking procedures.
  • Conducted scanning of clinical documents as per written procedures, ensuring accuracy when appending to the electronic patient record.
  • Maintained a working knowledge of the computer/clinical system, reporting any problems to the information officer or assistant manager promptly.

Customer Experience Coordinator

Mr Price Group
Atterbury
09.2009 - 05.2015
  • Processed sales orders, including standard stock items or orders with specialized processing.
  • Identified and assisted customers needing help on the shop floor, ensuring a positive shopping experience.
  • Operated the till, accurately counting and reconciling the till float to maintain financial accuracy.
  • Maintained vigilance to prevent thefts and identify fraudulent banknotes, cheques, or credit cards.
  • Processed all methods of payment accurately to ensure smooth transactions.

Education

Diploma - Diploma in Business Administration

Alison

Graduate School of Business - University of Cape Town - Strategic Business Management, Business Administration and Management, General

University of Cape Town
Cape Town, South Africa
05.2023 - 09.2023

Graduate Certificate - Administration

INTEC Education College
Pretoria, South Africa
01.2012 - 01.2014

Matric - Matric

High School
04.2001 -

Skills

Personal Assistance

Software

Discovery 360

Microsoft Dynamics

Sales Force- CRM

Microsoft Office Suite

Ms Teams, Zoom , Skype

Xero

Docusign

Sage Evolution

Excel Advanced

Adobe

Certification

Developing Your Emotional Intelligence

Accomplishments

* 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.

Additional Information

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.



Timeline

Wealth Management Assistant

Discovery Limited
10.2024 - 11.2024

Graduate School of Business - University of Cape Town - Strategic Business Management, Business Administration and Management, General

University of Cape Town
05.2023 - 09.2023

Digital Sales Consultant

Osidon
02.2023 - 06.2024

Finance Administrator

National Renal Care
07.2020 - 02.2023

Front Office Executive / Team Lead

Intercare Group
01.2015 - 05.2017

Graduate Certificate - Administration

INTEC Education College
01.2012 - 01.2014

Customer Experience Coordinator

Mr Price Group
09.2009 - 05.2015

Matric - Matric

High School
04.2001 -

Diploma - Diploma in Business Administration

Alison
Fatima NyathiFinance Administrator With Expertise In Wealth Management And Digital Sales