Summary
Overview
Work History
Education
Skills
Timeline
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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

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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