Sbahle Lujalajala
Administration Clerk
George,WC
Summary
Developed skills in financial planning and analysis within client-focused environment, now seeking to transition into new field. Expertise includes strategic decision-making and effective communication, useful across various industries. Proven ability to deliver value and build strong relationships, adaptable to diverse professional settings. Possessing N4 in Environmental Education, Vocational Information Technology, and Motor trade service advising.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
Old Mutual
11.2024 - Current
- Attending client meetings with advisers as required to enhance personal development
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Working on client cases with Senior Wealth Planners under appropriate supervision
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provide client support and customer service through phone, email, and in-person communication
- Research financial products and investments to help clients make informed decisions
Service Advisor
Motus Ford and Mazda
12.2020 - 09.2024
- Successfully performed daily administrative duties such as filing, data entry, and customer service
- Managed multiple priorities simultaneously while maintaining a strong attention to detail in a fast-paced environment
- Resolved associate, tool and service delivery issues are revealed by statistical reports
- Supported overall team success by assisting coworkers with complex customer inquiries and providing back up during peak hours
- Educate customers on proper vehicle maintenance, foster long-term relationships built on trust and loyalty
- Managed timely and effective replacement of damaged or missing products
Site Clerk and Health & Safety
A and P Civils
01.2018 - 12.2019
- Improved employee awareness of environmental responsibilities by developing targeted training programs and materials
- Ensuring proper maintenance is done on plants and equipment on site
- Reduced environmental risks by implementing comprehensive health and safety plans for site operations
- Optimized waste minimization strategies by identifying opportunities for recycling or reuse within company operations
- Developed and implemented safety policies and procedures to promote workplace safety
Education
N4 - Environmental Education and Training
Delta Affairs
01.2016 - 12.2016
Level 3 - Information Technology and Computer science
South Cape College
01.2013 - 12.2014
Matric / Grade 12 - undefined
Percy Mdala high school
01.2012 - 12.2012
Skills
1 Darren Williams - 071 231 5488
2 Deodat Willemse - 083 400 0337
3 Candice Strydom - 081 490 5622
Accomplishments
- Achieved accreditation for Financial planning by completing product knowldge with accuracy and efficiency.
Timeline
Financial Advisor
Old Mutual
11.2024 - Current
Service Advisor
Motus Ford and Mazda
12.2020 - 09.2024
Site Clerk and Health & Safety
A and P Civils
01.2018 - 12.2019
N4 - Environmental Education and Training
Delta Affairs
01.2016 - 12.2016
Level 3 - Information Technology and Computer science
South Cape College
01.2013 - 12.2014
Matric / Grade 12 - undefined
Percy Mdala high school
01.2012 - 12.2012
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