Open to opportunities

Swazi Mpetshwa

@swazimpetshwa

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Organized administrative professional with finance and client-facing expertise.

South Africa

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What I'm looking for

I seek a role with clear responsibility for office operations or client financial support, collaborative culture, growth opportunities, and work that values accuracy and client relationships.

I am an organized administrative professional with experience across office management, client advising, and real estate support. I have delivered secretariat services, procurement and filing oversight, managed client contracts and schedules, and conducted financial advisory work including retirement and estate planning.

I blend strong computer and administration skills—Windows 365, CRM platforms, Salesforce and HubSpot—with interpersonal strengths such as communication, adaptability and conflict resolution. I seek to bring reliable, detail-focused support and client-centered financial guidance to a growing team.

Experience

Work history, roles, and key accomplishments

Financial Advisor

Liberty

Oct 2023 - Jun 2024 (8 months)

Advised clients on investments, retirement planning, tax and estate planning, prepared contracts and conducted quarterly financial reviews to maintain client portfolios and relationships.

Financial Advisory Retirement Planning Tax Planning Estate Planning Client Relationship Management Contract Drafting Financial Reporting

Real Estate Agent

Rawson Properties

Feb 2019 - Dec 2021 (2 years 10 months)

Managed client relationships and property administration including scheduling, contract drafting, tenant communications, property management tasks and financial record keeping.