Nomthandazo Mthombeni
Financial Advisory Administrator
Johannesburg
Summary
Personable and energetic person committed to delivering excellence in all facets of customer service and administrative support. Offering honed competencies in data-entry, all facets of office and staff management.
Professional administrator with proven ability to streamline operations and enhance productivity. Adept at coordinating teams, managing resources, and driving projects to successful completion. Strong focus on collaboration, problem-solving, and adapting to changing needs. Skilled in office management, strategic planning, and effective communication.
Overview
7
7
years of professional experience
Work History
Financial Advisory Administrator
FNB
05.2025 - Current
- Streamlined administrative processes to enhance operational efficiency and reduce turnaround times.
- Coordinated interdepartmental communication, ensuring alignment on project timelines and deliverables.
- Developed and maintained comprehensive filing systems to improve document retrieval and organization.
- Mentored junior staff, providing guidance on best practices in administration and customer service protocols.
- Devised and implemented processes and procedures to streamline operations.
- Evaluated customer needs and feedback to drive product and service improvements.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Developed and maintained client financial records using CRM software.
- Assisted in preparing investment proposals and financial plans for clients.
- Streamlined administrative processes to enhance office efficiency and productivity.
- Led initiatives to improve client onboarding experience, increasing satisfaction rates.
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
- Kept current on industry news and developments by attending conferences, participating in continuing education courses, and reading relevant material.
- Streamlined office operations by implementing efficient organizational systems to manage client information and documentation.
- Performed due diligence and valuation processes.
- Provided administrative support for new account opening procedures following established compliance guidelines closely.
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
- Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.
Receptionist/Office Administrative Assistant
Old Mutual South Africa
03.2021 - 04.2025
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit, and directed to specific offices.
- Assisted in planning of office events and meetings, ensuring smooth execution and positive outcomes.
- Maintained confidentiality of information regarding clients, advisors, and company.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying and scanning documents.
- Routed incoming calls on switchboard to relevant personnel without delay.
- Delivered administrative support to office staff, promoting excellence in office operations.
- Recruited and interviewed over 100 people to join sales team.
- Assisted with onboarding new salespersons and securing paperwork completion.
- Managing office maintenance and cleaning staff.
- Responded to over 10 inquiries from callers seeking information on weekly basis.
- Handled incoming and outgoing package deliveries.
- Collected and distributed messages to sales team and manager to support open communication and high customer service.
- Identified issues, analyzed information, and provided solutions to problems.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
- Scheduled office meetings and client appointments for staff teams.
- Restocked office supplies and submitted purchase orders to maintain stock levels.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
Till Operator
Woolworths
04.2019 - 01.2020
- Conducted inventory counts by adding each item in stock and documenting in computer system.
- Helped customers complete purchases, locate items, and join reward programs.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Learned duties for various positions and provided backup at key times.
- Processed refunds and exchanges in accordance with company policy.
- Contributed to increased sales by promoting store loyalty programs and special offers to customers during checkout.
Education
High School Diploma -
Greendale School
Witbank, South AfricaLaw Diploma - Law
UNISA
Pretoria, South Africa06-2026
Skills
Spreadsheet tracking
Goal Setting
Office Equipment Maintenance
Customer Service
Data Entry
Inventory Management
Office operations
Office Administration
Effective Communication
Equipment Troubleshooting
Customer service
Attention to detail
Recordkeeping and file management
Administrative support
Documentation and reporting
Personable and approachable
Data confidentiality
Document management
Problem-solving
Risk management
References
- Greendale School Admin, 013 697 5047
- Desmond, Moeng, Old Mutual Manager, 062 120 2648, Old Mutual
- Lesley, Mthembu, Old Mutual Senior Administrator, 066 064 9892, Old Mutual
- Mzikayise, Mtimunye, Old Mutual Financial Advisor, 072 245 3170, Old Mutual
- Nkosi, Sithole, Old Mutual Consultant: Talent Acquisition Retail Affluent HR, 076 114 8630, Old Mutual
- Vismas, Woolworths Manager, 076 754 3161, Woolworths
- Amanda, Malaza, Woolworths: Paypoint Controller, 081 823 7978, Woolworths
- Zikona Stokwe FNB : Team Leader, zikona.stokwe@fnb.co.za
Timeline
Financial Advisory Administrator
FNB
05.2025 - Current
Receptionist/Office Administrative Assistant
Old Mutual South Africa
03.2021 - 04.2025
Till Operator
Woolworths
04.2019 - 01.2020
High School Diploma -
Greendale School
Law Diploma - Law
UNISA