Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shanteny Taylor

Administrator
Gansbaai

Summary

Dynamic professional with a proven track record at Old Mutual Finance, excelling in customer service and financial consulting. Demonstrated expertise in recordkeeping and file management, enhancing client satisfaction through personalized financial education. Adept at problem-solving and decision-making, fostering strong relationships and empowering clients to achieve their financial goals.

Overview

9
9
years of professional experience

Work History

Administrator

Berg N Dal Heritage Farm
01.2023 - Current


  • Established an organized filing system that streamlined document retrieval and reduced misplaced files.
  • Communicating with guests on all platforms used by the company: WhatsApp, LekkeSlaap, Airbnb, email, and calls.

Temporary OCC Operator Surveillance

Theewaterskloof Municipality
09.2021 - 03.2022
  • Maintained a safe working environment by enforcing strict adherence to safety guidelines and protocols.
  • Operated various types of machinery, demonstrating versatility and adaptability in diverse work environments.
  • Assisted in training new operators, sharing knowledge of best practices and promoting a culture of teamwork amongst peers.
  • Maintained knowledge of industry policies and procedures to set up and operate equipment safely.
  • Accurately documented all operational data, ensuring up-to-date records for review and analysis.

Financial Consultant

Old Mutual Finance
04.2017 - 01.2020
  • Increased client satisfaction by providing personalized financial education and investment recommendations.
  • Secons in charge when the Manager leaves the branch
  • Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
  • Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
  • Expanded client base through targeted marketing efforts and referrals from satisfied customers.
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.

Host

Caledon Casino Hotel Spa and Entertainment
11.2016 - 11.2017
  • Handled high-pressure situations with composure, effectively managing large parties or unexpected events during busy shifts.
  • Provided exceptional customer service by attentively listening to guest needs and promptly addressing any concerns or issues.
  • Enhanced customer satisfaction by promptly greeting and seating guests upon arrival.
  • Answered customer questions about hours, seating, and menu information.

Education

Swartberg Secondary
Caledon, South Africa

Skills

Office administration

Timeline

Administrator

Berg N Dal Heritage Farm
01.2023 - Current

Temporary OCC Operator Surveillance

Theewaterskloof Municipality
09.2021 - 03.2022

Financial Consultant

Old Mutual Finance
04.2017 - 01.2020

Host

Caledon Casino Hotel Spa and Entertainment
11.2016 - 11.2017

Swartberg Secondary

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