I have 9 years of experience in Linked Investment Services provider (LISP) where I serviced as Linked Investment consultant and Administrator for 5 years.4 years of team lead management position directly supporting the team, clients and financial advisors.Vast knowledge on FICA, Verification, Onboarding new clients and operations processes.Currently studying towards Higher Certificate in Management Practice at Henley Business School. (Completing end of December 2023)Modules    Fundamental management concepts    System Thinking and Business    Business Acumen    Working with people    Action learning and presentation My daily processes include but not limited to the below Support, guide and encourages a vibrant team in Client services and indexing departments.Provide daily, weekly and monthly report on the belowSales Force Overtime Processing Service level agreement (processing, Escalation, queries and calls)Hiring of new staff members Monitor incoming workflow Ensure assessments are completed timeously Handle Performance discussions and ratings Attend to Performance programs (support and assist to get the member back on track)Handle disciplinary consultations Communicate with clients and financial advisors both in South Africa and outside South Africa.Capture payments for system used by the businessReview and Approve manual payments (Avoid negative impact to the business and clients) eg loses and reputational damagePrevious work experience.2 years’ experience is Administration where I supported the business with Placing Orders with the suppliers, Taking Orders from Customers, Dispatch and Receiving orders, Filling the Invoices and Receipts. Invoicing, Handling customer Queries, clocking the staff’s time in and out, collecting Payments (Cheque, Cash, Speed point), Cash up at the end of business day and handling telephone queries.
