Sthembiso Mkize
Edendale
Summary
Results-driven Financial Adviser with expertise in insurance product advisory and record-keeping. Strengthens client relationships through effective communication and support. Organised Administrator Officer enhancing office efficiency by coordinating communications and maintaining structured filing systems. Proven ability to provide proactive clerical support, contributing to streamlined operations and team success.
Overview
12
12
years of professional experience
Work History
Financial adviser
Sanlam Sky
04.2025 - Current
- Advised clients on suitable insurance products to meet their needs.
- Followed up with clients on applications to facilitate timely processing.
- Logged applications on imanage pro, maintaining accurate records.
- Ensure safe record keeping of clients' information
Administrator officer
Department of home affairs
03.2024 - 12.2025
- Managed daily administrative tasks, including scheduling meetings and organising files, to support office efficiency.
- Supported managers with proactive, efficient clerical support to maintain smooth-running operations.
- Administered physical and digital filing systems, keeping records well-organised and easily retrievable for team members.
- Managed client communications by answering phones and corresponding through email.
Financial adviser
Old Mutual
03.2024 - 03.2025
- Advised clients on suitable insurance products to meet their needs
- Conducted follow-ups on client applications to ensure timely processing.
- Logged client applications in OM adviser system for accurate processing
- Maintained secure records of client information to ensure confidentiality
Administration Clerk (Intern)
Department of Transport (MTS)
11.2020 - 11.2022
- Process all 14F and 16A application on eNatis and TMS
- Compile each application in terms of the prescribed requirement of the NRTA
- Ensure that all applications received are compiled with Natis print
- Log each application on the document tracking system
- Verify and investigate each application and update according on the document tracking system
- Approve each application and update according on the document tracking system
- Audit application on eNaTIS and the document tracking system
- Batching documents in terms of National Road Traffic Act 93 of 1996
- File each application
- Prepare files for storage at the document warehouse
- Arranging for the collection of the prepared files
- Responded to client inquiries, providing accurate information and support to enhance customer satisfaction.
- Handling queries and providing information and advice to facilitate effective communication.
- Requested outstanding or additional documents to ensure completeness of applications.
- Updating the computerized data-base
- Filed finalized files systematically to maintain accurate records.
- Ensure safe keeping of information
- Checking of past documents on MGX
Petrol Attendant/customer assistant
Basil bure convenient (Engine Garage)
09.2018 - 10.2020
Supply Chain Officer (in-service training)
Harry Gwala Regional Hospital
06.2016 - 12.2017
- Liaised with suppliers via email and telephone to clarify quotations and ensure alignment with tender requirements.
- Verifying CSD report and CIDB grading for compliance.
- Verify suppliers on CSD for compliance related to Tax & link Reports.
- Calculating points in accordance to the responsive bid on the adjudication.
- Prepared award schedule incorporating feedback from bid awarding committee to ensure alignment with procurement protocols.
- Arranging tender documents for the General and Technical BEC according to the Responsive and Non-Responsive bids.
- Compiling amendments on the evaluation report as per instructions made by the BEC committee.
- Receiving tender documents from SCM officials after closing for adjudication.
- Managed receipt and distribution of incoming and outgoing documents, facilitating proper circulation and tracking for compliance.
- Supported team in closing, counting, and stamping tender documents to ensure compliance with procedures.
- Printing CIDB and CSD reports during the closing of tender.
- Recording of incoming and outgoing correspondence/documents.
- Executed lamination and binding of notice boards, rosters, and registers while ensuring proper file safekeeping.
Customer Assistant/ Cashier
Jet Store (Edendale Mall)
11.2014 - 06.2016
Education
National Diploma - Public Management, Management Communications, Public Finance, Municipal Management, Public Administration, Computer Practice, Public Law, Economic and Business Management
TVET College (Plessislaer Campus)
Pietermaritzburg, KZN01-2018
Grade 12 - IsiZulu, English, Life Orientation, Business Studies, Geography, Tourism, Math Literacy
Bongudunga Secondary School
01-2010
Digital Citizen Plus - Computer and Devices, Desktop and Managing Files, Word Processing, Spreadsheets, Communications
Department of Transport
Skills
- Knowledge of the Public Finance Management Act
- Knowledge of Treasury Regulation
- Knowledge of Microsoft Windows
- Knowledge of Office packages
- Knowledge of the Transport system
- Good written and verbal communication skills
- Knowledge of Fleet management policies
- Knowledge of the Road Traffic Act
- Problem solving skills
- Ability to interpret and apply policy
- Ability to plan and co-ordinate
- Computer literacy (MS Word, MS Excel, MS PowerPoint, emailing and internet)
- Knowledge of applicable legislation
- Ability to comprehend
- Ability to accurately handle cash
- Ability to maintain confidentiality
- Ability to work independently
- Ability to work under pressure
- Trustworthy
- Flexible
- Honest
- Integrity
- Patient
- Reliable
- Team player
- Dedicated
- Willing to learn
Custom
- Mr. S Moloi, Sanlam Sky, Sales Manager, 067 708 1418
- Mr. S Khumalo, Old Mutual, Sales Manager, 033 897 5945
- Ms N. M. Manana, Dept. of Transport, Supervisor, 033 395 1840
- Ms Z. Kunene, Edendale Hospital (PMB), Supply Chain Officer, 033 395 4244
- Ms J Mthembu, Basil Bure Engen Garage, Manager, 033 394 1632
Personal Information
License: Code 10 (C1) with PDP
Timeline
Financial adviser
Sanlam Sky
04.2025 - Current
Administrator officer
Department of home affairs
03.2024 - 12.2025
Financial adviser
Old Mutual
03.2024 - 03.2025
Administration Clerk (Intern)
Department of Transport (MTS)
11.2020 - 11.2022
Petrol Attendant/customer assistant
Basil bure convenient (Engine Garage)
09.2018 - 10.2020
Supply Chain Officer (in-service training)
Harry Gwala Regional Hospital
06.2016 - 12.2017
Customer Assistant/ Cashier
Jet Store (Edendale Mall)
11.2014 - 06.2016
National Diploma - Public Management, Management Communications, Public Finance, Municipal Management, Public Administration, Computer Practice, Public Law, Economic and Business Management
TVET College (Plessislaer Campus)
Grade 12 - IsiZulu, English, Life Orientation, Business Studies, Geography, Tourism, Math Literacy
Bongudunga Secondary School
Digital Citizen Plus - Computer and Devices, Desktop and Managing Files, Word Processing, Spreadsheets, Communications
Department of Transport