Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
6
6
years of post-secondary education
Work History
Administrator to Company Secretary-Volunteer Work
PM Financial Group
Johannesburg
07.2022 - Current
Filing ,writing of letters,fax,email,invoicing of clients and follow up outstanding accounts and switchboard duties .
Registration of Pay as you earn (Emp01),UIF and income tax.
Dealing with day to day correspondences.
Registration of Companies
Submission of cipc amendments
Amendments of company directors.
Preparing and filing of dormant accounts.
Drafting of minutes within set timeframe.
Financial Coach
Interface financial services
Johannesburg
05.2018 - 05.2022
Reporting and analyzing of sales data and drop offs
Design and develop sales reporting metrics to enhance key decisions in the business.
Preparing monthly reports to stakeholders.
Ensuring accuracy on the system through weekly data checks and clean up.
Financial coaching-budgeting,DC,Investments and Estate planning(Sales )
Stakeholders meetings
Monthly utilization reports to stakeholders.
Content development for training.
Conducting training sessions and facilities of workshops.
Financial Wellbeing Assesor
Summit Financial Partners
Johannesburg
11.2012 - 07.2018
Face to Face and telephonic financial coaching
Debt Counseling
Following up on outstanding documents with the credit providers
Wills
Negotiating with credit providers on behalf of clients
Liaising with the PDA in allocating payments.
Auditing of garnishee orders,reckless lending and loan agreements
Providing clients with best possible solutions based of their finances.
Legal Officer
Consumer Debt Solutions
Johannesburg
02.2009 - 10.2012
Filed electronic and paper form court documents .
Typed and processed legal documents to prepare for court filings and legal pleadings.
Managed calendar for attorneys to keep track of appointments and court dates for hearings and appearances
Managed and supervised document database to maintain litigation records.
Drafting of debt review legal documents.
Liaising with the PDA for allocation of payments
Negotiating with credit providers for reduced payments .
Education
Law
University of South Africa
South Africa
02.2018 - 07.2020
Bachelors of Law-LLB - Law
University of South Africa
South Africa
01.2020 - Current
CSSA - Governance
CGISA
Johannesburg South Africa
06.2022 - Current
Skills
Financial Services experience
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Timeline
Administrator to Company Secretary-Volunteer Work
PM Financial Group
07.2022 - Current
CSSA - Governance
CGISA
06.2022 - Current
Bachelors of Law-LLB - Law
University of South Africa
01.2020 - Current
Financial Coach
Interface financial services
05.2018 - 05.2022
Law
University of South Africa
02.2018 - 07.2020
Financial Wellbeing Assesor
Summit Financial Partners
11.2012 - 07.2018
Legal Officer
Consumer Debt Solutions
02.2009 - 10.2012
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