Marcell Moses

Managed administrative operations, director diaries, and client databases while driving client outreach and website management; reduced administrative gaps and supported lead generation. Oversaw purchasing and office procurement until role ended due to retrenchment.

Consulted with retirement fund members, traced members and prepared reports on unclaimed funds while managing member liaison and fund documentation on a contract basis. Left after contract ended while applying for a permanent position.

Managed office finances, procurement, payroll preparation, stock and inventory for research events and day-to-day operations; liaised with service providers and managed provident fund administration until retrenchment.

Prepared financial needs analyses, advised clients on financial products, prepared proposals and managed clients' retirement and investment portfolios during a franchise contract tenure.

Assisted in organising the National Anti-Racism Conference including program development, speaker invitations, venue negotiation, branding, catering and travel arrangements for delegates on a contract assignment.

Generated new business for a workers retirement fund, negotiated with members and employers, served as deputy principal officer and fund coordinator, and supported fund administration until contract dispute prompted resignation.

Coordinated retirement funds across building, construction and energy sectors, consolidated stand-alone funds into a single NUM fund, provided training and technical support, and served in trustee and advisory roles from 2002 to 2014.

Managed legal accounts and administrative duties, prepared legal documents and reports, and assisted members with case updates while providing administrative support to the legal team.

Attended investment training sessions at the Johannesburg School of Finance in 2011.

Completed a Pension Funds Act, 1956 related certificate of attendance with the Principal Officers Association in 2010.

Attended investment training sessions at the Johannesburg School of Finance in 2010.

Completed Pension Funds Law related training and trustees training at Unisa Centre for Business Law between 2006 and 2007.

Completed an Advance Trustees Training certificate on retirement fund investments with RMB Asset Management in March 2003.

Completed Trustees Training (3 modules) with CGF in 2002.

Completed an Advance Labour Law Certificate from UNISA in 2001.

Completed a Certificate in Labour Law from UNISA in 2000.

Completed Meeting Management training with Corporate IQ.

Completed the RE5 Regulatory Exam administered by the Financial Planning Institute of South Africa in 2015.

Attended investment training with Investment Solutions in April 2002.

Completed a Protocol & Business Etiquette certificate with International Protocol Consultants in 2001.

Completed an Administrator Development Programme with Ditsela in 1999.

Completed a Programme in Information Literacy, Skills & understanding at Wits Graduate School of Public & Development Management.