Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tandokazi Xundu

Membership Administrator
Midrand

Summary

Personal Summary
I am a driven and motivated Membership Administrator with a strong commitment to personal and professional growth within the financial industry. I am highly self-motivated, with a proven ability to excel in client services, administration, and data capturing. I am also FAIS compliant and dedicated to delivering accurate, efficient, and client-focused support in every aspect of my work.

Overview

8
8
years of professional experience
3
3
years of post-secondary education

Work History

Membership Administrator

Ambledown Financial Services
07.2023 - Current
  • Load new applications.
  • Reconcile employee listings using Excel.
  • Create Client statements of accounts and email to Groups monthly.
  • Promote and practice Customer 1st principles.
  • Liaise with external payroll departments.
  • Effective and timeous communication - communicate in a professional manner with both internal and external parties and respond to queries within the agreed turnaround times.
  • Consult with brokers and members.
  • Terminations, changes, and updates.
  • Coordinated successful events for members, fostering networking opportunities and increased participation rates.

Client Service Consultant

Ambledown Financial Services
10.2022 - 07.2023
  • Servicing of dedicated client portfolios.
  • Account queries/unpaid debit orders.
  • Maintaining and improving agreed client service levels.
  • Membership queries and Claims queries, paid and outstanding.

Store Assistant

Adidas Kids
10.2021 - 09.2022
  • Build company's client base by attracting new clients.
  • Used effective problem solving and conflict resolution techniques to provide customers with excellent service.
  • Drive sales through engagement with customers, suggestive selling and sharing product knowledge.

Front Office Receptionist

Department of Health and Human Services
10.2019 - 02.2020
  • Schedule appointments and manage bookings for staff and clients.
  • Implement physical and digital filing systems for company documents.
  • Screen visitors, update logs, issue temporary passes as per protocol to ensure safety of facility.
  • Manage and direct phone calls from staff and clients.
  • Perform clerical duties and essential functions of managing front desk area.

Data Capturer

Pro-Active Health Solutions
07.2017 - 09.2017
  • Gather, analyse, and efficiently input data in a readable manner for manager by optimally using Microsoft Office.
  • Entering customer and account data from source documents within expected time limits.
  • Ensure deadlines are met for management presentations.
  • Accurately input data to be used for management meetings.
  • Ensured timely completion of assigned tasks, maintaining a high level of professionalism under pressure and tight deadlines.
  • Applied data entry knowledge skills to resolve indecipherable or garbled messages.

Education

Business Management - Accounting and Marketing

Rosebank College
02.2017 - 05.2019

Regulatory Examination 5 - RE5: Representatives in all Categories

Moonstone Business School of Excellence
01.2022 - 06.2022

Class of Business - COB

Moonstone Business School of Excellence

Financial Intelligence Center Act - FICA

Moonstone Business School of Excellence

Skills

microsoft office

Timeline

Membership Administrator

Ambledown Financial Services
07.2023 - Current

Client Service Consultant

Ambledown Financial Services
10.2022 - 07.2023

Regulatory Examination 5 - RE5: Representatives in all Categories

Moonstone Business School of Excellence
01.2022 - 06.2022

Store Assistant

Adidas Kids
10.2021 - 09.2022

Front Office Receptionist

Department of Health and Human Services
10.2019 - 02.2020

Data Capturer

Pro-Active Health Solutions
07.2017 - 09.2017

Business Management - Accounting and Marketing

Rosebank College
02.2017 - 05.2019

Class of Business - COB

Moonstone Business School of Excellence

Financial Intelligence Center Act - FICA

Moonstone Business School of Excellence
Tandokazi XunduMembership Administrator