Sanet Oosthuizen
Wealth Advisor Assistant
Pretoria,GP
Summary
- Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Assistant position. Ready to help team achieve company goals.
- Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- Reliable Assistant with experience in administrative roles and managing office operations. Effectively supports business leaders and teams with strong organizational and communication skills. Demonstrates consistently positive attitude and commitment to customer satisfaction to produce high-quality work.
- Talented Assistant goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.
Overview
14
14
years of professional experience
2
2
Certifications
Work History
Wealth Advisor Assistant
Sasfin Financial Advisory Services
01.2019 - Current
- Assisting the Business Processes and Advisor with onboarding of clients, processing of new investments,withdrawals,switches and/or other static detail changes within the specific time-lines
- Ensuring all clients records comply with FAIS and FICA legislation and Compliance requirements
- Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
- Servicing clients in professional manner through various communication channels within the specific time standards
- Fulfillment of Organisational Capacity in respect of adoption of advice practice manual and 10-step-advice principles and processes by embracing and implementing the new systems and processes - e.g Dynamics and Elite Wealth
- Supporting of Wealth Advisor by ensuring he/she met scheduled reviews and follow-up meetings - arranging appointments and prepare client client packs for the meetings
Portfolio Assistant
Sasfin Securities
01.2016 - 12.2018
- Assisting the Portfolio Manager and Business Processing in respect of onboarding clients, processing of new accounts and static detail changes within the specific time-lines
- Ensure all records of clients comply with FICA legislation and Compliance requirements
- Servicing of clients in professional manner through various communication channels within agreed time frames
- Fulfilment of Organisational Capacity in respect of successful implementation of tasks and projects within agreed timeframes by embracing and implementing new systems and processes - e.g Dynamics
- Support Portfolio Manager to ensure he/she met scheduled reviews and follow-up meetings - preparing proposals and client packs for the meetings
Administrative Assistant
4D Employee Benefits
04.2010 - 12.2015
- Assisting Financial Advisor with client's relations
- Arranging appointments and retrieving relevant data from Astute
- Processing and submitting applications to different providers and ensure these cases issue out within specific time-frame
- Assisting all general administrative duties in the office
- Assisting with Employee Benefits related claims
Education
Diploma - Secretarial Studies And Office Administration
Tshwane North College
Pretoria 04.2001 -
Skills
- Able to work under pressure
- Are a team-player
- Take initiative on duties
- Analysing and applying solutions to specific problems
- Honest
- Trustworthy
- Having ambition to achieve better goals
Languages
English
Bilingual or Proficient (C2)
Certification
Regulatory Examination RE5
Additional Information
Performed various Financial Industry modules with Centurion Academy and Milpark Business School
- Certificate in Financial Planning - Legislation & Financial Planning and Financial Calculations
- Certificate in Financial Planning - Basic Principles of Financial Planning
- Certificate in Financial Planning - Estate Planning
- Certificate in Financial Planning - Relationship Marketing for Financial Planners
Reasons of leaving previous positions
- 4D Employee Benefits to Sasfin Securities in December 2015 - Better opportunity and remuneration at Sasfin Securities
- Sasfin Securities to Sasfin Financial Advisory Services in December 2018 - Restructuring within the department and my experience of the advisory environment, the Business assign me over to this role
- Sasfin Financial Advisory Services - Wants to work in more structured environment with a supportive and dedicated team-members
Timeline
Regulatory Examination RE5
04-2024
Executive Assistant Course
02-2023
Wealth Advisor Assistant
Sasfin Financial Advisory Services
01.2019 - Current
Portfolio Assistant
Sasfin Securities
01.2016 - 12.2018
Administrative Assistant
4D Employee Benefits
04.2010 - 12.2015
Diploma - Secretarial Studies And Office Administration
Tshwane North College
04.2001 -
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