Oprah Lerato Gaopele
Financial Advisor/ Claim Assessor
Johannesburg
Summary
Results-driven professional with a proven track record at 360 Administration and Systems Pty Ltd, excelling in data accuracy and client relationship management. Expertise in Microsoft Excel and data verification, coupled with strong communication skills, has led to enhanced data integrity and successful financial strategies for clients, fostering trust and loyalty.
Overview
1
1
Certification
2027
2027
years of professional experience
Work History
Data Capturer
360 Administration And Systems Pty Ltd
09.2016 - Current
- Captured and entered data accurately into databases and spreadsheets.
- Assisted in maintaining data integrity through regular audits and updates.
- Coordinated with team members to streamline data entry processes for efficiency.
- Developed training materials to support onboarding of new data capture staff.
- Implemented quality control measures to enhance accuracy of captured information.
- Analyzed data discrepancies and provided solutions for resolution.
Financial Advisor
360 Administration and Systems Pty Ltd
2016 - 09.2026
- Conducted in-depth financial assessments to advise clients on investment strategies.
- Developed personalized financial plans aligning with client goals and risk tolerance.
- Analyzed market trends to identify growth opportunities for clients' portfolios.
- Built strong client relationships through effective communication and trust-building strategies.
- Implemented compliance measures to ensure adherence to financial regulations and standards.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
No Degree -
Alison
Online101680110 - Commercials
F.M Ramaboa Technical And Commercial High School
Lichtenburg 12-2015
Skills
Deadline oriented
Data entry expertise
Numeric data entry
Accuracy and precision
Data interpretation
Data verification
Spreadsheet management
Error correction
Microsoft Excel
Recordkeeping skills
Recordkeeping requirements
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved Result through effectively helping with Task.
Certification
RE5
Timeline
RE5
04-2026
Data Capturer
360 Administration And Systems Pty Ltd
09.2016 - Current
Financial Advisor
360 Administration and Systems Pty Ltd
2016 - 09.2026
No Degree -
Alison
101680110 - Commercials
F.M Ramaboa Technical And Commercial High School