Rethabile M.
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Rethabile M. is a proficient Virtual Assistant with two years of experience providing remote administrative support within the financial services sector. She expertly manages client data, coordinates schedules, and handles digital communications, all while maintaining a 150-account client database. Rethabile utilizes platforms such as Workday, Workbench, GS Mobile, and Secure Services to ensure accuracy in data capturing and record-keeping. Her responsibilities have included coordinating client appointments, managing calendars, and creating detailed financial plan documents. She achieves a 96% typing accuracy and effectively communicates via MS Teams and WhatsApp. Rethabile's educational background in psychology and sociology, combined with her TEFL certification, underscores her dedication to remote, online-first roles. She has also gained valuable experience as a community worker within the PEP Greening Programme, demonstrating reliability and adaptability in diverse environments. Fluent in English and isiZulu, Rethabile is open to remote opportunities that capitalize on her strengths in data capturing, calendar management, and digital reporting.
Experience
Financial Advisor
Old Mutual · 2023 — 2024Oversaw digital records for 150 client accounts using Workday, Workbench, and Secure Services, ensuring the accuracy and currency of all data. Collected client information and developed detailed profiles on GS Mobile, executing rewards point processing and account updates with a typing accuracy of 96%. Handled the scheduling and coordination of 3 to 4 client appointments daily within the assigned territory, managing the calendar autonomously. Conducted research on client portfolios, prepared customized financial plan documents, and provided recommendations to clients for product renewals and decisions. Delivered digital reporting and managed client communications using MS Teams and WhatsApp, keeping management informed of daily activities and territory performance.Community Worker
PEP Greening Programme - Mangaung Metro Municipality · 2022 — 2022Executed daily operational tasks across various sections of the Mangaung Metro Municipality as part of a government-run program. Adhered to designated schedules, completing assignments within established timeframes while rotating among different site locations each day. Assisted municipal staff with various tasks, adapting to shifting daily priorities across work sections. Ensured the upkeep of assigned areas to a uniform standard and promptly reported site issues to the relevant supervisor. Consistently demonstrated reliability, accountability, and the capability to work independently within a structured team environment throughout the duration of the program.
Skills & Expertise
Education
- Bachelor of Social Sciences - Psychology and SociologyUniversity of the Free State · — — 2021
- Higher Certificate in AnthropologyUniversity of the Free State · — — 2018
- National Senior CertificateKyrios Independent School · — — 2013
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