Summary
Overview
Work History
Education
Skills
Timeline
Generic

THANDOKAZI MALIFANI

FINANCIAL CONSULTANT
Kokstad,KZN

Summary

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

6
6
years of professional experience

Work History

Financial Consultant

Old Mutual Finance
05.2023 - Current
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.
  • Mentored junior colleagues in complex analysis techniques, fostering a collaborative work environment that encouraged professional growth.
  • Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

Administrative Assistant

LUFAFA PRIMARY SCHOOL
08.2022 - 05.2023
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Developed comprehensive reports for management by collecting data from various sources, analyzing trends, and presenting actionable insights.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.

Data Capturer

IKHAYA LEMPILO PHAMARCY
02.2018 - 11.2019
  • Enhanced data accuracy by meticulously entering and verifying information in various databases.
  • Provided exceptional customer service when responding to inquiries related to captured data or other relevant issues.
  • Reduced manual input errors with thorough proofreading and attention to detail in all data entries.
  • Participated in ongoing training sessions to stay current with industry best practices and improve overall performance as a Data Capturer.

Education

No Degree - PUBLIC MANAGEMENT N6

ESAYIDI TVET
KOKSTAD CAMPUS
04.2001 -

High School Diploma -

Zwelakhe S.S.S
NTABANKULU
04.2001 -

Skills

    Client Relations

    Mail handling

    Report Writing

    Professional and mature

    Office Management

    Strong Problem Solver

    Relationship Building

    Internet Research

    Staff Motivation

    Conflict Mediation

    Documentation and control

    Timeline

    Financial Consultant

    Old Mutual Finance
    05.2023 - Current

    Administrative Assistant

    LUFAFA PRIMARY SCHOOL
    08.2022 - 05.2023

    Data Capturer

    IKHAYA LEMPILO PHAMARCY
    02.2018 - 11.2019

    No Degree - PUBLIC MANAGEMENT N6

    ESAYIDI TVET
    04.2001 -

    High School Diploma -

    Zwelakhe S.S.S
    04.2001 -
    THANDOKAZI MALIFANIFINANCIAL CONSULTANT