At Atomos Wealth, I provide ongoing administration support to financial advisers and the Digital team, processing client and investment requests accurately and timeously.
I process investment closures, deceased-client notifications, and in-specie closures, ensuring instructions and supporting documentation are complete and correctly captured.
I also process new business applications and assist with client onboarding by gathering and verifying FICA, FAIS, and other required documents. I follow applications through to completion and liaise with advisers, internal teams, and service providers about outstanding requirements.
At MMC Solutions, placed at Sanlam Head Office, I supported vendor management, onboarding, and contract administration. Earlier, as an Administrative Assistant at the Western Cape Education Department, I coordinated executive schedules and prepared meeting materials.
