Lwandile Nuba
Employee Benefits Adviser Assistant
Summary
As an Employee Benefits Adviser Assistant at PSG Midlands Employee Benefits, I excel in designing, implementing, and managing customized employee benefit solutions that align with clients' needs and objectives. With a Postgraduate Diploma in Labour Law from the University of the Western Cape, a Postgraduate Diploma in Financial Planning, and a BCom in Finance and Supply Chain Management from the University of KwaZulu-Natal, I bring formal training and over three years of diverse work experience in real estate, education, and finance. My skill set includes quantitative finance, financial data analysis, report writing, internal auditing, compliance monitoring, and a proactive approach to learning and continuous improvement.
In my current role, I handle complex fund reconciliations, process claims efficiently, and collaborate closely with employers for seamless employee benefits administration. Renowned for developing tailored advice plans and implementing tax-saving strategies, I foster strong relationships with service providers, team leaders, and managers to drive efficient and solution-oriented outcomes. My analytical mindset and goal-driven approach, coupled with my ability to collaborate seamlessly within a dynamic team environment, enable me to consistently deliver high-quality service and value to clients. With a career goal of advancing as a financial professional, I am committed to contributing to the success and well-being of individuals and organizations alike.
Overview
2025
2025
years of professional experience
7
7
years of post-secondary education
1
1
Certification
Work History
Employee Benefits Adviser Assistant
PSG Wealth
1 2023 - Current
- I specialize in employee benefits administration and financial planning, with a focus on post-retirement advice
- Manage monthly contribution reconciliations for large funds, providing payment breakdowns and addressing member inquiries
- Generate tailored advice plans and tax-saving strategies, contributing to new business growth
- Process claims and manage monthly billing while liaising with employers on general employee benefits
- Maintain strong relationships with service providers, continuously interacting with them to find solutions
- Communicate effectively with team leaders and managers to ensure smooth operations
- Skilled in data analysis, financial record-keeping, and workflow optimization using Excel VBA and Power BI to enhance accuracy and efficiency
- Obtain and compare quotations for new business
- Keep Client Records up to date
- Prepare and collate client financial reviews
- Financial Needs Analysis
- Streamlined claims processing, accelerating resolution times and improving employee experience.
- Facilitated workshops on financial planning and benefits utilization, empowering employees with knowledge to maximize their benefits.
Real Estate Consultant
The Property Professor
09.2022 - 05.2023
- Contacting potential clients to offer them property consultancy services
- Preparing and presenting business proposals to convince clients to sign a consulting deal
- Assessing a client's property needs
- Conducting market research to identify areas with increasing profitability and encouraging clients to invest
- Analyzing trends in housing data and identifying possible properties for clients
- Writing reports for clients with factual conclusions
- Showing commercial and residential properties to prospective buyers and advising the client on the value and suitability of the properties
- Developing and implementing strategies to increase the value of the client's properties
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
Educator assistant
Department of Education (Tandabantu Primary school)
12.2020 - 08.2022
- Assisted teachers in and outside of the class
- Assisted learners with reading challenges
- Assisted with administration work
- Assisted with audit related matters
- During my time here, I have been a great influence on the learners in terms of developing the love for reading and engaging them on creative arts and drama
- Provided one-on-one tutoring support outside of regular school hours for students requiring additional assistance with coursework or test preparation.
- I have also been of great assistance to the educators and staff in general when it comes to things that require computer skills.
- Supervised students during lunch breaks, recess, field trips, and other school-related events, maintaining a positive atmosphere conducive to learning.
- Assisted lead teacher in the monitoring of student progress and updating required documentation, ensuring accurate records for each learner.
Finance Internal Control Intern
Department of education
10.2018 - 02.2020
- Provide pre-audit services to the department including the pre-auditing of commitments/ orders and payment submissions (compliance, accuracy, and completeness)
- Pre-auditing of S&T and Fuel allowances
- Advise relevant sections about amendments that need to be made
- Maintain a Register for Irregular Fruitless and Wasteful Expenditure
- Assisted in collating Report information and Pre-audit system description
- Improved overall transparency within the organization by clearly documenting all internal control activities and their outcomes.
- Reduced instances of non-compliance through proactive monitoring of departmental adherence to established policies.
- Filing of all documents including documents where irregular fruitless and wasteful expenditure has been detected
- Maintaining of incoming, Outgoing and Rejection (detailing reasons thereof) register of all orders and payments
- Closely liaise with Human Resources and Supply Chain Units daily
- Submitting pre-audited payments to Expenditure Unit and pre-audited commitment to Supply Chain Acquisition Unit where they would print a work order
- Performing Post payment PV reviews and propose corrections (completeness, Accuracy Compliance)
Education
Post Graduate Diploma - Labour Law
UNIVERSITY OF WESTERN CAPE
02.2021 - 12.2021
Post Graduate Diploma - financial planning
UNIVERSITY OF KWAZULU-NATAL
07.2017 - 06.2018
Entrepreneurship workshop series - undefined
UNIVERSITY OF KWAZULU-NATAL
07.2017 - 10.2017
B Com - Finance and supply chain management
UNIVERSITY OF KWAZULU-NATAL
02.2013 - 06.2017
Matric - undefined
ADAMS COLLEGE
01.2012 - 12.2012
Skills
Adaptability
Emotional Intelligence
Analytic skills
Data analysis
Data visualisation
Financial Record keeping
Financial Management
Risk Management
Time Management
Ability to Work Under Pressure
Microsoft Office Solutions
Excel skills
Power BI Proficiency
Report writing
Presenting findings
Resource management
Attention to detail
Accuracy
Problem solving
Team Collaboration
Solution-Oriented Communication
Research
Business writing
Communication skills
Decision making
Conflict resolution
Labour Relations
Employee Relations
Benefits Administration
Benefits analysis
Human Resources Expertise
Multitasking Abilities
Regulatory Compliance
Conflict Management
Certification
FSCA RE5: 15/02/23
References
- Mr L Ndzunga, Retirement Funds Manager at PSG, 078 102 4868
- Mr. O Tshangelanga, Accounting Clerk at the Department of Education, 073 746 1537
- Dr P Thakur (CFP), Lecturer at UKZN, 083 794 1516
Accomplishments
I used Excel VBA to streamline processes that would typically take a week to complete and these are now completed within a day.
Timeline
Real Estate Consultant
The Property Professor
09.2022 - 05.2023
Post Graduate Diploma - Labour Law
UNIVERSITY OF WESTERN CAPE
02.2021 - 12.2021
Educator assistant
Department of Education (Tandabantu Primary school)
12.2020 - 08.2022
Finance Internal Control Intern
Department of education
10.2018 - 02.2020
Post Graduate Diploma - financial planning
UNIVERSITY OF KWAZULU-NATAL
07.2017 - 06.2018
Entrepreneurship workshop series - undefined
UNIVERSITY OF KWAZULU-NATAL
07.2017 - 10.2017
B Com - Finance and supply chain management
UNIVERSITY OF KWAZULU-NATAL
02.2013 - 06.2017
Matric - undefined
ADAMS COLLEGE
01.2012 - 12.2012
Employee Benefits Adviser Assistant
PSG Wealth
1 2023 - Current
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