Senitshe B.
Junior Financial Services Assistant
Open to offersNew to PlatformAbout
Senitshe B. is a detail-oriented professional with extensive experience in data entry, customer service, and administrative tasks. With a background as a Customer Service Representative for companies such as Ebay and Techmahindra, Senitshe has honed her skills in managing inquiries, resolving customer complaints, and supporting sales operations. During her tenure as a Senior Paraplanner at Venture Egg Financial Services, she supported financial advisors by preparing financial plans and ensuring compliance, demonstrating her capability in the financial planning sector. She adeptly manages CRM systems, processes client data, and facilitates onboarding processes using digital tools such as HeloSign and Docusign. Additionally, Senitshe has a strong foundation in email management and team coordination, making her a versatile asset in any administrative or client-focused role.
Experience
Administrative Assistant
TKOR Classroom · 2025 — 2026Managed phone calls, emails, and correspondence. Prepared and organized documents, reports, and files while maintaining and updating records or databases.Senior Paraplanner
Venture Egg Financial Services · 2023 — 2024Supported financial advisors by preparing financial plans, conducting research, and ensuring compliance. Gathered client data, generated reports, and contributed to strategy development for achieving clients' financial objectives. Completed fact-finding documents and managed client information. Performed data entry into Xplan, uploaded client files into Pipedrive, and prepared client documents for E-signatures using HeloSign, Dropbox Sign, and Docusign. Employed email management for onboarding new clients and completed administrative tasks while correcting errors.Customer Service Representative
Ebay, Lord & Taylor, Techmahindra · 2018 — 2019Handled incoming calls to provide customer support, addressed complaints, resolved issues, and processed orders. Collaborated with other departments to facilitate sales operations.Data Encoder CSR - Outbound Sales
HGTrading · 2017 — 2017Entered various types of information, including taxes, billing data, and supplier/client lists into the database. Managed data sorting and navigation across platforms like Amazon FBA/FBM, Hellium 10, and Jungle Scout for product research, as well as Shopify account setup and drop-shipping tasks.
Skills & Expertise
Education
- Bachelor of Secondary EducationMisamis University · 2014 — 2017
- Two-Year Computer Office ManagementC-Lan Institute of Technology · 2000 — 2002
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