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Elvinese
Executive - Back Office
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Competencies
Demonstrated experience with Microsoft Office (Excel & Word).
Demonstrated experience with Multitasking.
Education
Summary
Professional profile
Experience
Executive - Back Office
Accurately inputting and validating clients' personal information in internal systems, strictly adhering to the POPI Act to ensure data protection and privacy.. Proactively contacting clients and employers via email to gather essential eligibility information, thereby facilitating a streamlined claims process.. Engaging in inbound and outbound telephone calls to provide timely, accurate status updates on claims to both employers and employees.. Evaluating and determining employee eligibility for short-term disability benefits and Family Medical Leave of Absence (FMLA) to provide structured support during periods of absence.
Financial Advisor
Initiated new client acquisitions through targeted cold calling, engaging potential clients to discuss their long-term financial needs and growth opportunities.. Assessed clients' financial situations comprehensively to develop and present tailored strategies.. Provided expert guidance on estate planning strategies to facilitate organized asset management.. Delivered personalized investment advice aligned with individual goals and risk tolerance.. Assisted clients with comprehensive retirement planning to secure their financial future.. Ensured strict compliance with all financial regulatory standards across all transactions.
Cashier
Managed daily customer transactions efficiently using POS systems and scanned goods ensuring complete pricing accuracy.. Collected payments via cash and card transactions, authorized refunds, and processed voided transactions accurately.. Managed inventory stock levels effectively by placing necessary re-orders on time.