Sphiwe Sharon Lepholletse
@sphiwesharonlepholle
Detail-oriented administrative and client support professional turning data and Power BI into clear decisions as a Financial Advisor.
South AfricaWhat I'm looking for
I’m a detail-oriented professional who combines administrative precision with client-focused support. In my current Financial Advisor role, I conduct financial consultations, build personalized plans, and maintain long-term client relationships while ensuring FAIS compliance.
Earlier, I strengthened my service and data-handling skills through customer-facing work and structured coordination. As a Call Centre Agent, I managed outbound calls, appointment scheduling, customer support, and kept CRM records up to date; as a Medaco Administrative Officer, I handled high-volume data entry and legal documentation with accuracy.
My operations and compliance background also shaped how I work under pressure and with multiple priorities. I managed daily business operations as a Store Manager and supported safety compliance as a Safety Administrator at Transnet Freight Rail, handling risk assessments, site inspections, employee medical surveillance coordination, and PPE inventory—backed by a National Diploma in Safety Management and Power BI capability.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Liberty – Standard Bank Group
Aug 2025 - Present (10 months)
Conducted financial consultations to assess clients’ goals and risk tolerance, and built personalized financial plans covering investments, life insurance, disability cover, and income protection. Managed a client portfolio while ensuring FAIS compliance and generated new business through networking, referrals, and prospecting.
Call Centre Agent
Call On Me Marketing
Jun 2025 - Jul 2025 (1 month)
Managed outbound customer calls and appointment scheduling, providing customer support and handling client inquiries. Maintained customer records and updated CRM systems.
Store Manager
Green World Organic Products
Jan 2017 - Jan 2020 (3 years)
Managed daily business operations and delivered customer service, maintaining sales records and inventory management systems. Organized product presentations and supported marketing campaigns to drive customer engagement.
Administrative Officer
Medaco Capital Services
Jan 2014 - Jan 2016 (2 years)
Handled high-volume data entry and processed traffic fines and representations with high accuracy, coordinating documentation with courts and government offices. Managed daily banking and administrative reporting.
Safety Administrator
Transnet Freight Rail
Jan 2012 - Jan 2014 (2 years)
Managed safety files and compliance documentation, conducting risk assessments and coordinating site inspections. Coordinated employee medical surveillance programs and maintained PPE inventory and compliance records.
Administrative Officer Reliever
TMT Services and Technologies
Jan 2010 - Jan 2012 (2 years)
Provided administrative support to provincial and municipal offices by capturing traffic documentation and maintaining accurate records. Coordinated court roll submissions and produced administrative reporting to support daily operations.
Education
Degrees, certifications, and relevant coursework
University of South Africa (UNISA)
National Diploma, Safety Management
Completed a National Diploma in Safety Management at the University of South Africa (UNISA).
Cebisa Secondary School
Matric Certificate, Secondary Education
Completed a Matric Certificate at Cebisa Secondary School.
Educorse
Introduction to Office Administration (Course), Office Administration
Completed an Introduction to Office Administration course through Educorse.
Educorse
Data Entry (Course), Data Entry
Completed a Data Entry course through Educorse.
Educorse
Virtual Assistant (Course), Virtual Assistance
Completed a Virtual Assistant course through Educorse.
Exodus Experts
Power BI (Course), Power BI
Completed a Power BI course with Exodus Experts.
Coursera
Google Cybersecurity Certificate, Cybersecurity
Earned a Google Cybersecurity Certificate via Coursera.
Cisco
Introduction to Cybersecurity (Course), Cybersecurity
Completed an Introduction to Cybersecurity course with Cisco.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Job categories
Skills
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