Thandeka Snethemba Mnguni

• Effectively handle and solve client enquiries
• Efficiently compile and process new policy applications, administration, and compliance
• Ensure smooth business maintenance and development
• Ensure accurate production of all customer portfolio review documentation and reports in line with the practices service model
• Prepare statement of advice documentation as required
• Prepare for review appointment
• Interact, manage and provide effective client service
• Implement new business (wealth and risk management)
• Prepare client files
• Process client queries and instructions
• Administer all products
• Research product information
• Retirement Claims handling
• Estate Planning/Death Claims handling
• Ensure compliance FICA/FAIS and internal company compliance

• Providing general administrative support and financial
administrative assistance.
• Being a point of contact for a range of internal and external
stakeholders.
• Operational manager for some projects as this is a business
consultation, media and events company.

• Streamlining administrative processes and implementing organizational systems.
• Scheduling appointments strategically and organizing day-to-day activities while considering priorities and minimizing conflicts.

• Providing the best service to the customers of one the biggest
  global online retailers, Amazon. Primarily working in the UK
  market.
• Upskilled to join the German and United Arab Emirates markets, thus broadening my cultural awareness immensely.