Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
Work History
Senior Funds Administration
Umbrella & Protector Preservation Funds
01.2003
Calculate and manage resignation, retirement, and unclaimed benefits
Submit death, disability, and other claims to insurers
Initiate and manage disinvestments, investments, and switches
Pay benefits to clients and give feedback, Authorise payments from junior members of the team, and supervise.
Data Capturer
Accountant (Cape Town)
01.2000
Project Specialist
W&RSETA
09.2015 - Current
Provide monthly report updates to the Senior Regional Manager WC/NC & Regional Manager
Provide support towards the establishment of practicum rooms within each campus
Support graduate placement and internship
Prepare all project reports and grant claim documentation for payments
Conduct site visits to stakeholders for learner verification and monitoring
Career guidance within the TVET college and the general retail sector
Supervise administrators/interns in the regional office
Member of the NSFAS Funder Forum which holds meetings on a monthly basis
Responsible for Annexure 2 submission and approvals by various companies in the sector
Perform any duties and responsibilities that may be requested from time to time.
Championed best practices in project management across the organization through training sessions, workshops, or other knowledge-sharing initiatives.
Leveraged data-driven insights to make informed decisions about resource allocation and prioritization of tasks.
Draft Award Letters, Mou's and Addendums
Managed multiple projects simultaneously, ensuring timely completion and high-quality output.
Improved project efficiency by streamlining communication and collaboration among team members.
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
External Moderator (TETA)
TETA
04.2018 - 12.2018
Contact providers to conduct the evaluation
Evaluate providers using QMS and customize it to the policies and procedures of the Transport Education & Training Authority (TETA)
Desktop evaluation of learning programmes
Register constituent assesors and moderators
Development work: alignments, guides, and surveys.
Implemented new moderation strategies that led to a decrease in negative interactions among users.
Facilitator/Coach/Assessor
Bakimol General Services CC (Dainfern, Johannesburg)
10.2011 - 06.2014
Compile and mark assessments and re-assessments
Responsible for academic administration
Assess learners on Harambee Learnership for work readiness program
Collate and manage POE (Portfolio Evidence) for moderation and verification, including academic administration
Assess AET learners on the OLG SAPS training program
Prepare coach and assess students in a simulator for sales positions, customer services, debt collections, and how to prepare for interviews [Seconded to PMI (Pty) Ltd]
Also train/coach and assess the learners on the below: Debt collection, Financial Services & banking, Sales Service, Wholesale & Retail, Team leading & coaching, Contact center experience or exposure, Customer Service Facilitator for NQF Level 4.
Portfolio Administrator/Fund Accountant
State Street Southern Africa (Cape Town)
07.2005 - 08.2011
Daily reconciliation of MCH cash and scrip positions
Review transaction report to confirm accurate processing
Monitor and resolve overdrafts failed and unmatched trades (daily)
Escalate issues with exceptions to management by Standard Operating Procedures
Settle corporate action and trade instructions
Compile reports reflecting all activities during the last calendar month
Calculate monthly Net Asset valuation for institutional investment portfolios.
Fund Services Consultant: Umbrella & Proctector Preservation Funds
Old Mutual EB (Cape Town)
01.2004 - 06.2005
Arrange trustee, and committee meetings, and associated duties by proper pension fund governance rules
Supervise and authorize payment from junior consultants
Maintain accounting records of clients (safekeeping of financial assets-cash and financial) to receive & deliver assets i.e
Trade settlement
Matching of monies from different funds on the MJ system and applying for tax on e-filing (Internet)
Submit communication for outstanding documents, prepare and complete documents from trustees for death, and disability benefits payment.
Junior Fund Administrator
Umbrella & Protector Preservation Funds
01.2001 - 01.2002
Education
Computer Literary: Ms Office, Internet and various in-house package -