Experience

Seed Investments

• South Africa
• Investment Management
• 1 - 100 Employee

• Assistant Wealth Manager

  • Mar 2015 - Present



PSG Financial Services

• South Africa
• Financial Services
• 700 & Above Employee

• Equity Dealer Assistant / Client Liaising

  • Apr 2014 - Feb 2015



Contego Investment Solutions

• Client Liaison Officer & Administrator

  • Oct 2010 - Mar 2014

  • Retrieving all the data sources from different institutions to update the admin system (Portfolio Pro)• Retrieving all brokers notes and send to clients• Assist Private Client Portfolio Manager with all administrative requests, small trades on the JSE, Allocations (Bond, Equity, Money Market and Call Withdrawals and Deposits) and liaise with JPMorgan and Investec.• Responsible to monitor margin calls on Safex, Yield X and CFD accounts• Responsible for all client files and maintenance of Private client and Unit Trust files, mandates, FICA and FAIS• Responsible for the update of Marketing Program on regular basis, also responsible for sending out Company News letters.• Responsible for the some updates on Company Website on a daily and monthly basis.• Assisted with the development (by means of suggestions and retrieving data from different institutions) of the Nutcracker administration software customised for Contego.• Responsible for all client administration, such as: Statements: • Processing Summary of Investment statements, Tax Statements and Valuation Statements Client queries: • Assist all Private clients, Unit Trust clients and our Broker’s with any queries Dealing with other Financial Institutions:• Investec, 28E, Metropolitan, PSG Online, and Computershare- Opening client accounts, Check Daily inflows and outflows, Process of payments, Withdrawals and Repurchases, Transfer of Client’s Portfolios from one CSDP to another.- Acting as representative on the client’s behalf when dealing with Computershare with regards to dematerialization of share certificates, lost scripts and any other query. • Personal Assistant to CEO Provided continuous, high quality support to the CEO.