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Financial Wellbeing Consultant
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Competencies
Demonstrated experience with Financial Wellbeing Advisory & Client Engagement.
Demonstrated experience with Office Administration.
Demonstrated experience with Data Capturing & Entry (98% accuracy).
Demonstrated experience with Time & Attendance Tracking.
Demonstrated experience with Document Handling & Filing.
Education
Summary
Financial Wellbeing Consultant open to new opportunities
Experience
Financial Wellbeing Consultant
Provide financial wellbeing advisory support to clients in employer-arranged benefit programs, primarily within the mining sector.. Guide clients through South African tax compliance matters and SARS eFiling processes, including objections and assessments.. Support clients with informal debt restructuring, debt counselling, and creditor negotiation.. Build strong relationships with employers and business partners to deliver on-site financial wellness services.. Prepare client-facing and SARS-directed documentation to resolve complex compliance cases.
Admin Clerk
Provided administrative and clerical support on-site at Kriel Power Station.. Maintained accurate records and documentation in line with site and company requirements.. Assisted with data capturing, filing, and general office coordination for the project team.
Administrator
Verified accuracy and validity of data entered into databases, maintaining optimal quality levels to prevent errors.. Obtained scanned records, uploaded into database, and corrected any data entry errors to prevent duplication or data degradation.. Outlined appropriate processes to fulfil and complete client inquiries efficiently.. Evaluated source documents to locate information needed for each data entry field.. Scanned and archived files, eliminating outdated records to maintain organized information systems.. Maintained confidentiality in handling sensitive records for clients and internal staff.
Bank Teller
Sold and cross-sold bank products to new and existing customers, completing special procedures including cheque orders and payment stops.. Assisted customers with account setup/closure, loan applications, and new service registrations.. Monitored customer behaviour and upheld strict protocols to prevent theft of assets.. Accessed computerised financial information to answer account-related queries.. Reconciled cash drawer daily, resolving discrepancies and maintaining drawer security.. Ensured all financial and customer information procedures were followed to prevent data breaches.. Logged cashier's checks and transactions to maintain accuracy of account records.
Branch Sales Consultant
Assisted walk-in customers with card and cash-related matters including teller services, ATM support, and Moneygram transactions.. Handled Personal, Prestige, and Private Banking client queries including account openings, statements, and debit order information.. Offered product and service solutions in line with FAIS legislative parameters.. Handled transactions, payments, and maintained accurate records of sales.. Managed daily administrative tasks including record-keeping, reporting, and documentation.