Investment Administrator / Office Manager

• Aug 2019 - Present

As an Investment Administrator/Office Manager at Toro Financial Planners, a brokerage serving over 2,000 clients, I successfully managed the most demanding division while overseeing ten providers and performing office management duties. My responsibilities included: • Processing subscriptions, redemptions, transfers, and switches for onshore and offshore funds, ensuring compliance with regulatory requirements and industry best practices. • Resolving dealing-related inquiries and providing accurate and timely information relating to funds' portfolios to clients and shareholders. • Liaising with local offices, clients, and shareholders to maintain strong relationships and address their needs effectively. • Maintaining shareholder registers and investor files to ensure accuracy and completeness of records. • Managing the office budget, ordering, and maintaining office supplies, and coordinating with facility management vendors to ensure a smooth and efficient operation. • Assisting in the onboarding process for new hires, providing training on products and processes, and fostering a positive and collaborative work environment. • Processing dividend payments and preparing and distributing shareholder statements and investment manager reports to ensure timely and accurate communication with stakeholders. • Ensuring compliance with anti-money laundering procedures and reporting fund transactions to fund accountants to meet regulatory requirements. • Planning in-house or offsite activities, such as parties, celebrations, and conferences, to foster team spirit and support the company's culture. Show less

Self Employed

• Jan 2019 - Aug 2019

I owned and managed a fashion design business called L.K Couture. I was responsible for all aspects of the business, including design, production, finances, and marketing. I established efficient processes and worked closely with vendors and customers to create high-quality designs that met their unique requirements. At L.K Couture, I gained valuable skills in customer and vendor relationship management, as well as in effective business management. These skills have proven to be essential in my professional pursuits and I am excited to apply them to new challenges in the future. Show less

Jnr Fashion Designer /Production Assistant

• Apr 2016 - Dec 2018

Achievements: • Assisted with garment design for Miss S.A. Liesl Laurie • Assisted with garment design for Miss S.A. Ade Van Heerden • Assisted with garment design for Mrs. S.A. Nicole Capper My responsibilities included regular interaction with staff, guiding and coaching them while ensuring that production and performance levels were maintained to the standards required by the company. Each client’s wants and needs were timeously completed and managed as a project. Other responsibilities included: • Detailed handwork -beading and applique • Stock Management • Maintained relationships with vendors (e.g. fabric and finishing) • Ensuring quality assurance • Adjusted patterns to fit the needs of individual customers • Stayed up-to-date on industry trends and innovations. Show less

Au Pair

• Apr 2015 - Nov 2015

Office Admin & data capturing

• Feb 2015 - Mar 2015

Au Pair

• Jan 2014 - Dec 2014

Sales Assistant

• Jun 2014 - Jun 2014

Sales Assistant

• Jul 2013 - Dec 2013

Assisting on the production of garments

• Nov 2012 - Nov 2013

Promoter

• Feb 2009 - Nov 2013

Hostess

• Feb 2012 - Feb 2013

Hostess

• Feb 2012 - Feb 2012