This is my profileContact via CazVidSamkelisiwe
Financial Administrator with 3+ years in Financial Services and Non-Profit Sectors
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Competencies
Expertise in managing financial portfolios, grants, and compliance to ensure accurate financial reporting.
Skilled in addressing client and retailer inquiries, resolving claims, and maintaining strong relationships.
Proficient in handling debtor statements, supporting documents, and maintaining accurate records.
Effective verbal and written communicator with experience drafting reports, proposals, and client documentation.
Knowledgeable of legal and regulatory requirements in financial and non-profit sectors ensuring adherence.
Education
Languages
Summary
Dedicated financial administrator with over 3 years of experience in financial management, grant coordination, and customer service across corporate and non-profit sectors. Skilled in compliance, reporting, and stakeholder relations.
Key Achievements
- Successfully managed and coordinated grant proposals and approvals for Siza Imfundo Foundation.
- Streamlined debt reconciliation and customer query resolution processes at SPAR LOWVELD DC.
- Drafted and managed client financial portfolios, wills, and retirement policies at Old Mutual.
Experience
Debtors Temp
Pulling of sundry statements and supporting documents. Assisting with Retailer request of old Statements. Assisting with Retailers queries. Resolving claims queries. Ensuring liquor licence register is up to date. Updating payment schedule for eSwatini stores. Liaise with stores and suppliers to ensure accurate and timely delivery of stock to the correct locations.. Warehouse and Dropshipment payment allocations. General administration duties
Financial Administrator
Identify, draft and submit grant proposals. Manage approved grants. Ensure NPOs SARS and CIPC information is up to date
Personal Financial Advisor
Drafting clients’ wills. Assess clients’ financial Expenditure and compile suitable policies. Manage clients’ portfolio. Draft clients’ Retirement Annuity