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Lesego
Financial Administrator at Alexander Forbes
Contacto
Competencias
Skilled in processing financial transactions, claims, and transfers with high accuracy and compliance.
Experienced in assisting clients and investors, ensuring satisfaction and effective communication.
Proficient in handling administrative tasks, documentation, and data management within financial services.
Knowledgeable of tax legislation and regulations relevant to financial products and transactions.
Educacion
Idiomas
Resumen
Dedicated finance professional with experience in processing complex financial transactions, claims, and providing client-focused solutions within the financial services sector.
Logros Clave
- Processed complex financial transactions including Section 14 and Directive 135 transfers, ensuring compliance and accuracy.
- Handled death and disability claims, contributing to efficient claims processing and customer satisfaction.
- Provided tailored investment products, enhancing client savings and meeting tax legislation requirements.
Experiencia
CASUAL
CASHIER. SHOP ASSISTANT. STOCK TAKING
FLEXI SALE ASSISANT
SHOP ASSISTANT. STOCK TAKING
LEANRER ,RETAILS FUND & MEMBER ADMIN
Provide products and investements to investors advised by the independent financial advisers (intermediaries).. Provides products that incentivise saving in terms of prevailling tax legislation and provide for a regaluar income ,or simply give a single point if access to multiple investment managers for discretionary short to long term saving and provide for ease for of switching investments on clients or adviser reviewing client’s investment strategy. Provides access to a wide range of investment manager and investments that include units trust ,IS portfolios and managed share portofoils ,act as custodians of these investments and supply data and information about these investment to intermediaries ,investor ,regulators and industry bodies.
ADMINISTRATOR: LISP, ADMIN AND ACCOUNTS AFINDCA
Processing Section 14 transfers and Directive 135 transfers as required.. Processing death and disability claims and divorce orders as required.. Applying for tax directive for the section 14, directive 135 and death claims as required.. Provides access to a wide range of investment manager and investments that include units trust ,IS portfolios and managed share portofoils ,act as custodians of these investments and supply data and information about these investment to intermediaries ,investor ,regulators and industry bodies.