Summary
Overview
Work History
Education
Skills
Certification
References
Accomplishments
Software
Languages
Timeline
Generic

Thapelo Kekana

Randburg

Summary

As a deeply dedicated financial administrator with 17 years of experience providing m with great knowledge in the employee benefits industry, will give a great advantage as a senior benefits councilor. Proficient in managing targets and client expectations, handling confidential documents in line with the POPIA act, and communicating with internal and external stakeholders. Possessing exceptional communication and interpersonal skills with a proven ability to work independently and as part of a team. Commitment to work extends beyond the office as actively engage in learning new systems and efficiencies to deliver the best quality of work.

Overview

17
17
years of professional experience
3
3
Certifications

Work History

Senior Special Projects Analyst

Alexander Forbes Group (Pty) Ltd
2014.11 - Current
  • Performing umbrella and standalone fund section 14 transfer ins
  • Working with bookovers for transfers ins received
  • Providing trustee reports for section 14 transfers
  • Individual member transfers
  • Section 14 transfers
  • Internal fund cluster transfers
  • Training and development of new employees
  • Merging within umbrella funds
  • Updating and managing highly significant issues
  • Client communication packages and client engagement
  • Working with year-ends and annual audits.

Senior Administrator

NBC Holdings (Pty) Ltd.
2012.09 - 2014.10
  • Performed monthly contribution for members of employee benefit funds
  • Performed claim payments for withdrawal, retirement and death claims
  • Completed trustee reports for trustee meetings
  • Completed individual member transfers
  • Performed ROT Transfers
  • Managed client and member communications
  • Managed training and development of new employees
  • Completed Year-end Reporting.

Administrator

Alexander Forbes (Pty) Ltd
2010.03 - 2012.08
  • Updating monthly contribution for members of employee benefit funds
  • Claim payments for withdrawal, retirement and death claims
  • Trustee reports for trustee meetings
  • Individual member transfers
  • ROT Transfers
  • Client and member communications
  • Training and development of new employees.

Administrator

Sanlam (Pty) Ltd
2009.06 - 2010.02
  • Updating monthly contribution for members of employee benefit funds
  • Claim payments for withdrawal, retirement and death claims
  • Trustee reports for trustee meetings
  • Individual member transfers
  • ROT Transfers
  • Client and member communications
  • Training and development of new employees.

Junior Administrator

Alexander Forbes (Pty) Ltd
2007.03 - 2009.05
  • Updating monthly contribution for members of employee benefit funds
  • Claim payments for withdrawal, retirement and death claims
  • Trustee reports for trustee meetings
  • Individual member transfers
  • ROT Transfers
  • Client and member communications
  • Training and development of new employees.

Education

IEB National Certificate -

Hatfield Christian School

BCompt Accounting Sciences -

University of South Africa

BCom. Management Accounting - undefined

University of South Africa

Skills

Strong organizational and time-management skills

Exceptional communication and interpersonal skills

Ability to work independently and as part of a team

Detail-oriented and able to handle multiple tasks simultaneously

Proficient in MS Word, Excel, PowerPoint and Access

Multitasking

Self Motivation

Team Collaboration

Attention to Detail

Problem-solving aptitude

Certification

Wealth Management Certification

References

  • AlexForbes (Pty) Ltd (Sandton Office), Jerusha Naidoo (Manager), 011 269 1243/084 813 7524, Chanelle Dorkin (Specialist), 011 269 2265/061 435 4453
  • NBC Holdings (Pty) Ltd, Jolene Jansen (Manager), 073 252 8418
  • Sanlam (Pty) Ltd, Zarina King(Head of department), 060 043 9601
  • Alexader Forbes (Pty) Ltd (Pretoria Office), Carol-Anne Herring (Specialist), 012 452 7032/082 745 6374, Cecile Guthrie (Manager), 012 452 7239/082 752 6030, Piet Joubert (Branch Manager), 011 269 2039/083 643 2077

Accomplishments

  • Successfully ran and managed the migration of member benefits between the biggest umbrella funds in the company.
  • Set up the processes and procedures for the team.
  • Won the companies excellent service award 2012.
  • Deputy headboy.

Software

Khanya, Everest, Microsoft

Languages

Zulu
Intermediate (B1)
Sotho
Advanced (C1)
English
Advanced (C1)

Timeline

Senior Special Projects Analyst

Alexander Forbes Group (Pty) Ltd
2014.11 - Current

Senior Administrator

NBC Holdings (Pty) Ltd.
2012.09 - 2014.10

Administrator

Alexander Forbes (Pty) Ltd
2010.03 - 2012.08

Administrator

Sanlam (Pty) Ltd
2009.06 - 2010.02

Junior Administrator

Alexander Forbes (Pty) Ltd
2007.03 - 2009.05

IEB National Certificate -

Hatfield Christian School

BCompt Accounting Sciences -

University of South Africa

BCom. Management Accounting - undefined

University of South Africa
Wealth Management Certification
Regulatory Examination 1
GIBS Business School Certificate in Business Management
Thapelo Kekana