Experience

Maximus Wealth Management
• South Africa
• Financial Services
• 1 - 100 Employee
• Administrator

  • Jan 2020 - Present


Old Mutual South Africa

• South Africa
• Financial Services
• 700 & Above Employee

• Personal Financial Advisor

  • Dec 2018 - Jul 2019

  Advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Show less



Bayport Financial Services

• South Africa
• Financial Services
• 700 & Above Employee

• Intern

  • May 2018 - Nov 2018

  Track progress, deadlines, and priorities of all projects Prepare Word, Excel and PowerPoint documents Proofread HR documents including audits, marketing information, and handbooks. May be responsible for making meeting and travel arrangements Manage Pre-Employment Processes: Posting jobs, reviewing resumes, conducting interviews. Track progress, deadlines, and priorities of all projects Prepare Word, Excel and PowerPoint documents Proofread HR documents including audits, marketing information, and handbooks. May be responsible for making meeting and travel arrangements Manage Pre-Employment Processes: Posting jobs, reviewing resumes, conducting interviews.



Truworths

• South Africa
• Retail
• 700 & Above Employee

• Retail Cashier

  • Apr 2017 - Jul 2017

  Receive payment by cash, check, credit cards, vouchers, or automatic debits. Issue receipts, refunds, credits, or change due to customers. Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change. Greet customers entering establishments. Maintain clean and orderly checkout areas. Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners. Issue trading stamps. Resolve customer complaints. Show less