Employ automated trading solutions to support Fund Managers with daily trading. Resolve all asset administration issues by actively engaging with all stakeholders, such as custodians, trustees, asset managers, and brokers. Review and streamline asset administration process; also, manage signing-off of business processes concerning asset administration. Verify service and performance fees as well as maintain TER data of funds under management. Provide monthly and quarterly reports to ASISA and FSB, manage all aspects of asset allocation and SARB D427 reporting, and conduct FICA screening and documentation. Process rebates and reinvestments on monthly basis. ● Planned, aligned all resources, and launched new Unit Trust Funds.● Trained new staff member to excel in the asset administration of the unit trust funds.● Monitored money laundering processes and identified areas of improvement to discourage the practice.

Raised awareness among Wealth Manager about MiPlan Unit Trust Funds through effective marketing management and comparatively analysed MiPlan Funds with competition to identify distinguishing features. Coordinated with programmers to support the development of MiPlan financial software. Created robust plan for distribution of software and provided training to Wealth Manager on effectively utilising the software. Organised meetings to service existing clients as well as reached out to potential clients to maximise revenue generation. Engage with Fund Managers regarding asset allocation and objectives of various unit trusts.

Planned and sold financial products by exploring and securing new business leads. Consulted clients, assessed specific requirements, and accordingly formed recommendations. Provided quotes and negotiated as well as secured business deals. Managed healthy client portfolio and implemented measures to retain and expand clientele. Fostered solid business relationships with clients through swift resolution of queries and concerns as well as bespoke service delivery.● Resolved all operational challenges within least amount of time; achieved all assigned objectives within given deadlines.o Collection of Client and Financial Informationo Analysis of Financial Informationo Preparing and Presenting Quotes to Clientso Consulting and Recommending Options to Clientso Portfolio Managemento Client Relations Managemento Keep Up to Date with Financial Product Knowledge with various Financial Institutions through One-on-one Training Sessions and Online Research.o Attend Regular Product Update and Training Seminars held by Financial Institutions.o Personal Time and Attendance Management.

o Daily Fuel Stock Management and Reconciliationo Daily Shop Stock Management, including Daily Ordering and Issuing of Stocko Monthly Stock Takingo Creditors Purchasingo Management of Sales Promotionso Daily Cash Handling and Banking Preparationo Banking Reconciliationo Account Management (Debtors & Creditors)o Check and Authorize EFT Paymentso Staff Management (15 Employees)o Weekly Wage Calculation and Paymentso Annual Bonus Calculation and Paymentso Shift Schedule Allocationo Daily Shift Reconciliationo Payroll Reconciliation and Administrationo EMP501 E-Filing (SARS)o VAT Reconciliation and Administrationo VAT201 E-Filing (SARS)o Design and Conversion of Manual Filling Reporting Tools into Electronic Formats using Excel.