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
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