Helvi H D Ribeiro
Windhoek
Summary
Dynamic Administrator with expertise in investment operations,Credit and client relationship management. Proven track record in enhancing reconciliation processes and streamlining operations. Recognized for reliability and effective multitasking, ensuring compliance and accuracy in financial transactions while fostering collaboration across departments.
Overview
22
22
years of professional experience
Work History
Unit Trust Operations Administrator
Ashburton Investments
11.2022 - Current
- Managed client account transactions and ensured compliance with regulatory requirements.
- Assisted in the preparation of investment reports for portfolio analysis.
- Processed daily trade settlements and reconciled discrepancies efficiently.
- Coordinated communication between clients, advisors, and custodians to streamline operations.
- Reviewed documentation for accuracy and completeness prior to fund disbursement.
- Reconciled daily cash positions against custodian records to ensure proper funding levels were maintained at all times.
- Worked closely with colleagues across various departments including finance, legal, compliance, operations to ensure seamless coordination throughout the entire investment lifecycle from inception to execution.
Homeloans Report Administrator
First National Bank
03.2022 - 10.2022
- Developed standard operating procedures for administrative tasks, promoting consistency.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel Life Insurance records and updated internal databases to support document management.
- Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
- Maintained accurate documentation of company policies and procedures for easy reference by all employees.
- Improved employee productivity with effective time management strategies for daily tasks.
Credit Administrator
First National Bank
10.2003 - 07.2009
- Managed account reconciliations to ensure financial accuracy and compliance with company policies.
- Processed credit applications, evaluating financial information for risk assessment and decision-making.
- Collaborated with cross-functional teams to streamline credit approval processes and improve turnaround times.
- Implemented enhancements to credit management systems, increasing efficiency in data retrieval and reporting.
Education
High School Diploma -
Centaurus High School
Windhoek, NamibiaBusiness Administration And Management
NUST
Windhoek,NamibiaSkills
- Investment operations
- Reconciliation processes
- Banking operations
- Client relationship management
- Risk analysis
- Loan decision assessments
- Multitasking Abilities
- Reliability
Languages
English
Advanced (C1)
Timeline
Unit Trust Operations Administrator
Ashburton Investments
11.2022 - Current
Homeloans Report Administrator
First National Bank
03.2022 - 10.2022
Credit Administrator
First National Bank
10.2003 - 07.2009
High School Diploma -
Centaurus High School
Business Administration And Management
NUST