Zimkhitha Magwa
Queenstown, Eastern Cape
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
8
8
years of professional experience
Work History
Financial Advisor
Old Mutual
Queenstown
01.2019 - 04.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Administrative Clerk
Ezimeleni High School
Whittlesea
07.2015 - 12.2017
- Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
- Input data and processed system change to generate accurate reports.
- Maintained a professional office environment by ordering necessary supplies, managing inventory levels, and organizing workspaces.
- Arranged meetings and appointments and updated records to assist management.
- Supported auditors by efficiently compiling requested documentation.
- Enhanced office productivity by managing incoming calls, emails, and appointments for staff members.
- Supported human resources initiatives with new employee onboarding, benefits administration, and recordkeeping tasks.
- Supported efficient data management, entered and updated records in database to ensure accuracy and completeness.
- Input data into spreadsheets and databases.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Compiled and analyzed data to produce reports.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Monitored and tracked budgets and expenses.
Education
Higher Certificate - Office Management
Boston City Campus
Cape Town, Western Cape National Diploma - Management Assistant
Buffalo City TVET College
East London, Eastern Cape 09.2023
Skills
Relationship building and management
Financial services
Sales expertise
Financial planning
Data Entry
Microsoft Excel
Appointment Scheduling
Customer Relations
Call center experience
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved Issue which led to Results.
- Achieved Result through effectively helping with Task.
- Resolved product issue through consumer testing.
- Achieved Result by completing Task with accuracy and efficiency.
- Supervised team of Number staff members.
Timeline
Financial Advisor
Old Mutual
01.2019 - 04.2023
Administrative Clerk
Ezimeleni High School
07.2015 - 12.2017
Higher Certificate - Office Management
Boston City Campus
National Diploma - Management Assistant
Buffalo City TVET College