Zikhona Dyosi
Administrator
Cape Town
Summary
I have great interpersonal skills and an excellent team worker who is always keen to develop new skills. I have acquired extensive knowledge through the study of Business and Information Administration at Btech level. I hold years of experience in the financial services sector working with various types of investments and savings.
Overview
8
8
years of professional experience
15
15
years of post-secondary education
3
3
Languages
Work History
Process Assistant
Sanlam (Head Office)
11.2018 - Current
- Checking New Business application forms (Savings & Risk)
- Updating & processing of clients' portfolios via Epsilon i.e. applying funds from temporary account & amending existing portfolios as per instruction from intermediaries.
- Follow-up on outstanding information on proposal forms
- Issue/decline New Business cases (Lisp & Collective Investment Schemes & WOP)
- Ensuring FICA requirements are in order
Unit Trust Investment Administrator
Old Mutual Life Assurance (Head Office)
09.2017 - 10.2018
- Processing of Unit Trust applications via Bizagi, Silica and Fund express
- Applying funds to clients' investment portfolios
- Switching of Unit Trust Funds
Training Administrator/Coordinator
FairCare Health
06.2016 - 07.2017
- Co‑ordinating and assimilation of required documents to update BEE
status of the company - Organizing training logistics prior training sessions i.e. invoicing training
costs, travelling and accommodation for training facilitator - Compiling training reports & quotations for Dpt. of Health
Education
Btech Office Management And Technology -
Cape Peninsula University of Technology
11.2019
National Diploma Office Management and Technology -
Cape Peninsula University of Technology
04.2001 - 04.2016
Skills
Performance monitoring
Personal Information
DOB: 07 June 1994
References
Available upon request
Timeline
Process Assistant
Sanlam (Head Office)
11.2018 - Current
Unit Trust Investment Administrator
Old Mutual Life Assurance (Head Office)
09.2017 - 10.2018
Training Administrator/Coordinator
FairCare Health
06.2016 - 07.2017
National Diploma Office Management and Technology -
Cape Peninsula University of Technology
04.2001 - 04.2016
Btech Office Management And Technology -
Cape Peninsula University of Technology
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