Lucinda Maseko
Events Coordinator
Cape Town
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Also a seasoned Events Coordinator offering 8 years expertise in special events planning and success in bringing clients dreams to life. Excited to bring talent, creativity and leadership to employer.
Overview
10
10
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Finacial Advisor
Old Mutual
01.2024 - Current
- Facilitated educational workshops on personal finance topics to increase community awareness of importance of sound financial planning.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Sales Validator and Data Collector
SMC Direct Marketing
05.2023 - 10.2024
- Improved validation accuracy by diligently reviewing and analyzing data for completeness and correctness.
- Reduced errors in data entry by implementing comprehensive validation checks and procedures.
- Exceeded performance goals by consistently delivering accurate results under tight deadlines, demonstrating exceptional time-management skills and prioritization abilities.
Events Manager
Kingdom Edify
01.2015 - 01.2023
- Developed creative event themes that captured audience interest and drove engagement throughout the program.
- Implemented innovative strategies to reduce waste at events, promoting sustainability initiatives across multiple functions.
- Delivered exceptional customer service to attendees, addressing concerns promptly and professionally.
- Coordinated seamless transportation logistics, ensuring timely arrivals and departures of guests and VIPs.
Education
National Diploma - Theology
New Beginnings Bible Collage
Cape Town 04.2001 -
National Diploma - Events Management
CPUT
Cape Town 04.2001 -
Skills
Insurance decisions
Retirement needs
Financial Planning
Relationship building and management
Menu Planning
Guest Management
Retirement planning
Travel Arrangements
Event Marketing
Accuracy and Precision
Effective Communiction
Certification
Class of Business
Singing
I am part of the worship team in my church, I am the worship coordinator and second in command. I am also a professional Back vocalist in the gospel genre.
Timeline
Finacial Advisor
Old Mutual
01.2024 - Current
Sales Validator and Data Collector
SMC Direct Marketing
05.2023 - 10.2024
Events Manager
Kingdom Edify
01.2015 - 01.2023
National Diploma - Theology
New Beginnings Bible Collage
04.2001 -
National Diploma - Events Management
CPUT
04.2001 -