Summary
Overview
Work History
Education
Skills
Timeline
Generic
Phethiwe Ngwenya

Phethiwe Ngwenya

Executive Assistant
Pretoria

Summary

Experienced executive assistant with over six years of diverse experience in enhancing customer interactions. Proven ability to foster strong relationships with clients, teams, and strong administration skills. Dependable and quick-learning team player with effective communication. Passionate about transforming feedback into actionable strategies to drive overall customer satisfaction.

Overview

7
7
years of professional experience
1
1
Language

Work History

Personal Assistant to Business Manager

Sanlam
01.2023 - Current
  • Manage end-to-end contracting and onboarding process for new financial adviser hires, ensuring a seamless and professional experience.
  • Utilize SAP S/4 HANA for payment processing for all unit payments.
  • Drafting tax directive letters for financial advisers during tax seasons.
  • Drafting and providing management with monthly sales stats communication reports.
  • Supporting 100 financial advisers on a regular basis with stats, commission statements, contracts, terminations, training nominations, confirmation of employment, pension & provident funds withdrawals etc
  • Arranging training/nominations for financial industry training in accordance to the FAIS Act, e.g, RE5 nominations.
  • Provide effective administration to manager and 3 sales consultants through email responding, diary management, client complaint resolution etc
  • Preparation of presentations and reports for unit functions, regional manco's & exco's, stakeholder engagements etc.
  • Maintain confidentiality and discretion while handling sensitive information relevant to business unit's operations.
  • Contribute to a positive work environment through professional demeanor and strong interpersonal skills.
  • Serve as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
  • Manage travel arrangements including flights, accommodations, and itineraries for smooth business trips for line manager, new hires of financial advisers and sales consultants
  • Trained and onboarded 3 new assistant hires delivering comprehensive instruction on compliance standards, customer service protocols and company software's. Ensured each team member met productivity targets within their first 90 days of being employed by providing hands on support and regular feedback.
  • Capture, analyze and document sales consultants performance reviews to assist management uncover any underlying issues and promote high sales performance.

Assistant Relationship Manager

S3G Construction & Aluminum
03.2020 - 12.2022
  • Implemented a customer relationship management (CRM) system that improved customer service efficiency.
  • Designed and implemented a modern digital sales strategy using goggle leads, social media, tender campaigns, and registered the company to multiple leads-generating platforms which increased company sales and market reach.
  • Provided high-level support to three senior relationship managers by account and portfolio management tasks while serving as the primary point of contact for client inquiries.
  • I guided clients through home and credit loan applications while educating them on general banking practices related to credit and lending.
  • Managed all administrative processes for onboarding and maintaining new and existing client accounts.
  • Generated quotes and tax invoices to send to new and existing clients and following up on their payments.
  • I was responsible for the allocation of system-generated leads by engaging with clients or source follow-up to gather critical context, then I would ensure accurate allocation to the most capable team members for high-impact execution.
  • Led daily strategic check-ins with the company's managing directors, three senior relationship managers and office manager to align daily, weekly and monthly objectives, track progress, set priorities and maintain focus on key weekly deliverables.
  • Administrated end-to-end weekly payroll for all temp staff, maintaining 100% accuracy and on-time payment delivery every Friday.

Client Services Coordinator (Junior Level)

Y.E.M Media House
09.2018 - 01.2020
  • Resolved invoice and payment discrepancies through close coordination with the finance team, minimizing delays and errors.
  • Controlled and reduced costs by strictly managing expenses within set budgets, driving measurable efficiency gains
  • Provided general administrative support to managing projects, including planning, executing and monitoring them to ensure they meet deadlines and objectives.
  • Managed objective working relationships with a variety of stakeholders, project managers and senior staff members
  • Supervised, mentored, and supported a team of 5 sales consultants and 4 project managers to ensure high performance and engagement with clients
  • Ensured team members were equipped with the right tools, skills and resources to retain customers effectively.
  • I captured, analyzed ,documented and communicated escalations to uncover root causes, proactively resolve underlying issues and enhance customer satisfaction.
  • Maintained detailed records of client interactions in CRM system, enabling efficient follow-up and ongoing relationship management.

Education

Advanced Certificate in Commercial Accounting - Accounting And Finance

University Of Johannesburg
Johannesburg, South Africa
04.2001 -

Bachelor of Commerce -

Regent Business School
Pretoria, South Africa
01.2024 - Current

Wealth Management 1 -

Sanlam Academy
Pretoria, South Africa
04.2001 -

Diploma Training Course - Modern Applied Psychology

Udemy

Professional Diploma In Client Relationship Manage - CRM

Udemy

Project Management - Project Management

Sanlam Academy
Pretoria, South Africa
04.2001 -

Skills

  • Flexible problem-solving
  • Proficient in managing tight deadlines
  • Customer-focused approach
  • Customer relationship development
  • Proficient in SAP S/4 HANA
  • Strong administration skills

Timeline

Bachelor of Commerce -

Regent Business School
01.2024 - Current

Personal Assistant to Business Manager

Sanlam
01.2023 - Current

Assistant Relationship Manager

S3G Construction & Aluminum
03.2020 - 12.2022

Client Services Coordinator (Junior Level)

Y.E.M Media House
09.2018 - 01.2020

Advanced Certificate in Commercial Accounting - Accounting And Finance

University Of Johannesburg
04.2001 -

Wealth Management 1 -

Sanlam Academy
04.2001 -

Project Management - Project Management

Sanlam Academy
04.2001 -

Diploma Training Course - Modern Applied Psychology

Udemy

Professional Diploma In Client Relationship Manage - CRM

Udemy

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Phethiwe NgwenyaExecutive Assistant