Sinalithemba Tshukulwana
Financial Advisor
George,WC
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
4
4
Languages
Work History
Financial Advisor
Metropolitan
George, WC
09.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Worked with clients to support understanding of rationale and details of financial strategies
- Facilitated new client onboarding process and investment account setup
Administrator
Department of Health
Oudtshoorn, WC
12.2019 - 11.2020
- Data capturing (patient information)
- Phone answering
- Customer Care
- Record keeping
- Document patient care services by copying nursing and physician notes to patient and department records
- Transcribe and enter orders for hospital staff
- Secure patient information by completing database backups
- Maintain discharge summary reports
- Maintain records of staff attendance (Z8 form)
- Stock control process
- Preparing statistical data from all health programs for submission to managers
- Providing confidential administrative services for all Health Services processing confidential fax transmissions
- Providing word processing, schedules, work- plans, charts, reports, and other documents
- Making, collating, and distributing photocopies, as requested
Assistant Administrator
Department of Social Development
Oudtshoorn, WC
04.2017 - 03.2018
- Data capturing
- Phone etiquette, Customer service
- Filing
- Travel Arrangements
- Photocopying Documents
- MS Excel (e.g Using pivot tables to analyze data)
- MS Word (Copy and paste, cut with Keyboard shortcuts, quickly zoom in and out)
- MS PowerPoint (limit bullet points and text using high quality Graphics, appropriate charts, choosing appropriate fonts).
Assistant Administrator
Fezekile High School
Oudtshoorn, WC
01.2017 - 03.2017
- Assisting school Principal with school related activities
- Data capture
- Phone etiquette
- Managing information, (Admissions, learner' transfers)
- Conduct information retrieval and data entry via computer
- Customer service
- Maintaining and manage school records
- Maintaining daily attendance records of students
- Maintained digital databases, physical files and area logs
Education
High School Diploma -
Fezekile High School
Oudtshoorn, WC 01.2012 - 12.2016
Higher Certificate - Accounting And Science
UNISA
South Africa 02.2023 - Current
Skills
Customer service orientationundefined
References
Available upon Request
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Higher Certificate - Accounting And Science
UNISA
02.2023 - Current
Financial Advisor
Metropolitan
09.2022 - Current
Administrator
Department of Health
12.2019 - 11.2020
Assistant Administrator
Department of Social Development
04.2017 - 03.2018
Assistant Administrator
Fezekile High School
01.2017 - 03.2017
High School Diploma -
Fezekile High School
01.2012 - 12.2016
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