Selma KQS-O Angunga
Walvis Bay,Namibia
Summary
Highly experienced Financial Services professional with over 13 years’ proven expertise across retirement fund accounting, investments, administration, and consulting. Demonstrated ability to deliver high-quality client service while ensuring regulatory compliance and operational excellence in fast-paced, high-volume environments. Known for strong attention to detail, sound organisational skills, and the ability to perform effectively under pressure. Passionate about sales, administration, and client relationship management, with a collaborative leadership style and the flexibility to work independently or as part of a team. Committed to achieving excellence and consistently providing superior support to clients and stakeholders.
Overview
15
15
years of professional experience
Work history
Retirement Fund Consultant I (Team Leader)
Alexforbes
Walvis Bay, Namibia
04.2024 - 01.2026
- Providing and achieving compliance with normal day-to-day retirement fund and employee benefit consulting
- Services to a portfolio of clients
- Exposing clients to Alexforbes' best practice consulting tools, with the intention of providing added strategic value to clients
- Achieving new business revenue targets on portfolio
- Cross selling of other services within Alexforbes
- Implemented new working methods which improved overall efficiency of team operations.
- Coordinated daily tasks, ensuring smooth workflow within the team.
- Coached team members through new or difficult workflows.
- Delegated tasks to make best use of individuals' skills.
- Manage the Assistant and Associate Consultant to manage achieving compliance with the normal day-to-day retirement fund and employee benefit consulting on the Portfolio
- Provide Board Secretarial Services to the Umbrella Fund Board
Intermediated Clients Consultant
Old Mutual Life Assurance Company
03.2022 - 04.2024
- Assist the Manager: Intermediated Clients in managing the portfolio of intermediated Orion Sub-Funds and providing support to their intermediaries.
- Prepare Agenda packs and Presentation slides for intermediaries.
- Prepare Minutes of meetings held with intermediaries.
- Prepare Annual Rate Reviews, re-quotes and Special Rules.
- Manage submissions to the Orion Principal Officer, Trustees and the Regulator.
- Schedule appointments for the Manager: Intermediated Clients (Accounts Executive);
- Resolve complaints and enquiries.
- Provide quality service and client care.
- Retain existing business.
- Assess the Pension Backed Home loans application form.
- Explore opportunities to grow our client base; and
- Execute all procedures to ensure immediate operational excellence in response to requirements and production standards.
Senior Pension Fund Administrator
Old Mutual Life Assurance Company
Windhoek, Namibia
08.2016 - 02.2022
- Prepare Administration Reports and Asset Value reports after respective reporting month end is finalized on the funds.
- Print and pack member Pension benefit statements and ensure that they are dispatched to members annually.
- Prepare and ensure discontinuance values are provided to the Service Consultants after the respective month end of the fund is finalized.
- Launch funds accurately on the system after all the documents have been received.
- Prepare Annuity quotations.
- Implement Annual Reviews on the system.
- Implement Pension Fund special rules changes on the system and broker changes on the system.
- Ensure Pensioner walk in, and telephonic enquiries are dealt with
- Assist the Team Leaders with Authorization of claims.
- January 2020 to August 2021 – ORION UMBRELLA FUND TEAM
- September 2021 to February 2022 – ORION CLAIMS TEAM
- Prepare monthly pension claims reports.
- Manage the pension claims mailbox and manage the client’s expectation.
- Engage with clients at Client Service
- Register pension claims on the system and validate the claims.
- Work on pension claims cycle until its finalized (collect all the required documents)
Assistant Pension Fund Accountant
Alexander Forbes Financial Services
03.2011 - 07.2016
- Mentor Junior Administrators
- Payment of monthly and ad hoc expenses (Invoices)
- Prepare Monthly Cashflow
- Prepare Monthly Market Values on the Umbrella Funds
- Reconciliation of Bank Accounts and General Ledgers on the Accounting system(fourgen)
- Preparing of Year End Working Papers until at Trial Balance to work out the creditors and debtors.
- Action Investments and Disinvestments
- Clear Debtors and Creditors on Funds
- Prepare Trustee Cashflows on a quarterly basis.
- Ensure that the funds are complying with the regulations.
- Assemble Information for external auditors for the annual audits of the funds.
- Communication with inside and outside parties for general account enquiries on the funds.
- Payment of monthly and ad hoc expenses
- Do Adhoc Admin Activities
Education
Namibia Senior Secondary School Ordinary Level - English Second Language, Mathematics, Accounting, Business studies, Economics, Foreign Language German
Programme - Management Development
Stellenbosch Business School Executive Development
Programme (NQF Level 6) - Investment Analysis and Portfolio Management
University of South Africa
Honours - Bachelor of Business Administration
University of Namibia
Skills
- Microsoft Office Master (Word, Excel, PowerPoint)
- Ability to work with certain operating systems, including Windows, Alex, Compen
- Experience in Accounting System (Forgen Genaro)
References
- Mueshitya, Shiningayamwe, Business Development and Stakeholder Engagement Manager, Saara@nammed.com.na, (081) 442 8470, NAMMED Medical Aid
- Crezelda, Kooper, Team Leader, (081) 663 0833, Retirement Fund Solution
Timeline
Retirement Fund Consultant I (Team Leader)
Alexforbes
04.2024 - 01.2026
Intermediated Clients Consultant
Old Mutual Life Assurance Company
03.2022 - 04.2024
Senior Pension Fund Administrator
Old Mutual Life Assurance Company
08.2016 - 02.2022
Assistant Pension Fund Accountant
Alexander Forbes Financial Services
03.2011 - 07.2016
Namibia Senior Secondary School Ordinary Level - English Second Language, Mathematics, Accounting, Business studies, Economics, Foreign Language German
Programme - Management Development
Stellenbosch Business School Executive Development
Programme (NQF Level 6) - Investment Analysis and Portfolio Management
University of South Africa
Honours - Bachelor of Business Administration
University of Namibia