At Masthead Financial Planning (Old Mutual Black Distributors Trust), I prepared sales reports and tracked Financial Advisers’ performance against KPIs. I also monitored pipeline activity and proposed improvements when I identified operational bottlenecks.
At Standard Bank, I supported sales and relationship-management teams with client proposals, onboarding documents, credit applications and CRM records. Across my administrative and customer service roles, I’ve also coordinated recruitment and onboarding, supported compliance processes, and resolved client queries.
