Dynamic and results-oriented professional with extensive experience in operational coordination and financial advising, notably with Professional Field Marketing PTY (LTD). Excelled in logistical planning and client relationship building, achieving significant improvements in team productivity and client satisfaction. Skilled in Microsoft Office and adept at stakeholder management, consistently delivering projects within deadlines and exceeding performance targets.
· Developed and deepened relationships with new and existing clients.
· Counselled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability.
· Promoted business to increase customer base and grow revenue.
· Identified client financial goals and risk tolerance to recommend investment products.
· Consulted with clients to assess and meet short- and long-term financial goals.
· Examined tax status and risk tolerance to maximise income and save money.
· Briefed prospective customers regarding current market conditions to exercise better decisions for clients, garnering profitable returns.
· Provided advice regarding risk management policies and prevention strategies to avoid losses and bad investments for clients.
· Referred clients to insurance companies and investment firms to facilitate retirement planning and diversify portfolios.
· Developed tailored-fit plan for cash management and investment planning to assist clients in meeting financial objectives.
· Oversaw and preserved records of financial transactions to optimise workflow and maintain consistent documentation.
· Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs.
· Prepared income projection and investment reports for clients to view income and balance sheet and determine investment strategies.
· Assessed financial data derived from clients to design innovative strategies, exceeding financial goals of clients.
· Read and interpreted financial document summaries, investment performance reports and income projections for clients to determine progress and expected revenue.
· Regularly reviewed accounts to verify economic changes, situational concerns, and financial performance, modifying plans to meet expectations of clients.
· Demonstrated advantages and disadvantages of different product decisions to provide options, educating and aligning with needs of clients.
· Researched financial market trends to stay abreast with updates and provide proper forecasting and planning for clients.
· Purchased and sold securities, stocks, and bonds to achieve ROIs, developing strong portfolios for clients.
· Interviewed clients to identify income, expenses, and financial objectives, developing customised financial plans suitable for needs.
· Developed and deepened relationships with new and existing clients.
· Counselled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability.
· Promoted business to increase customer base and grow revenue.
· Identified client financial goals and risk tolerance to recommend investment products.
· Consulted with clients to assess and meet short- and long-term financial goals.
· Examined tax status and risk tolerance to maximise income and save money.
· Briefed prospective customers regarding current market conditions to exercise better decisions for clients, garnering profitable returns.
· Provided advice regarding risk management policies and prevention strategies to avoid losses and bad investments for clients.
· Referred clients to insurance companies and investment firms to facilitate retirement planning and diversify portfolios.
· Developed tailored-fit plan for cash management and investment planning to assist clients in meeting financial objectives.
· Oversaw and preserved records of financial transactions to optimise workflow and maintain consistent documentation.
· Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs.
· Prepared income projection and investment reports for clients to view income and balance sheet and determine investment strategies.
· Assessed financial data derived from clients to design innovative strategies, exceeding financial goals of clients.
· Read and interpreted financial document summaries, investment performance reports and income projections for clients to determine progress and expected revenue.
· Regularly reviewed accounts to verify economic changes, situational concerns, and financial performance, modifying plans to meet expectations of clients.
· Demonstrated advantages and disadvantages of different product decisions to provide options, educating and aligning with needs of clients.
· Researched financial market trends to stay abreast with updates and provide proper forecasting and planning for clients.
· Purchased and sold securities, stocks, and bonds to achieve ROIs, developing strong portfolios for clients.
· Interviewed clients to identify income, expenses, and financial objectives, developing customised financial plans suitable for needs.
· Kept accurate and detailed records of office inventories, placing monthly orders of low supplies.
· Controlled stock and supplies to meet team need.
· Input transactions into accounting system to track payments and forecast sales.
· Produced statistical analysis and reporting using Excel.
· Maintained manual and electronic filing and information systems, ensuring readily available and accurate data.
· Offered high levels of administrative support to managers, ensuring smooth running of company operations.
· Created employee attendance reports verifying compliance with company policy.
· Handled daily office activities, including data entry and database auditing, maintaining smooth operations.
· Coordinated meeting rooms and agendas.
· Prepared expense reports accurately and forwarded to accounting for approval and processing.
· Greeted visitors, recorded personal information, and directed to appropriate department with professionalism.
· Reconciled and kept safe small amounts of petty cash in line with financial regulations.
· Booked accommodation and made travel arrangements for senior staff members, securing best deals within desired dates and timeframes.
· Forwarded letters, packages and other incoming correspondence to staff and departments without delays.
· Operated copy equipment, printers, and other office machines to support staff with administrative ad hoc tasks.
· Worked as part of administrative team, identifying, and suggesting improvements to internal administration processes and systems.
· Supported HR department in processing payroll records, correcting inconsistencies in timekeeping to avoid delays in employee payments.
· Identified scheduling conflicts and provided regular scheduling updates to team during weekly team meetings.
· Recruited and managed contractors to repair or replace damaged office equipment, minimising disruptions to operations.
SKILLS
I like swimming and teaching community. I enjoy readying mainly business materials to gain fresh ideas .. I want to complete my Marketing Degree through Unisa .I have 1 year left .