TR
Open to opportunities

Thato Rasentsoere

@thatorasentsoere

Detail-oriented professional in finance and education sectors.

South Africa

What I'm looking for

I am seeking a role that allows me to leverage my skills in finance and education while fostering a collaborative and supportive work environment.

I am a dedicated professional with a Bachelor of Commerce in Transport and Logistics from the University of South Africa, expected in 2024. My journey has equipped me with diverse skills in financial planning and education, allowing me to contribute effectively in various roles. Currently, I serve as an Insure Advisor Assistant at PSG Wealth Financial Planning, where I manage client renewals, data capturing, and compliance tasks, ensuring a seamless experience for our clients.

Previously, I worked as an Educator Assistant at Sapphire Secondary School, where I supported teachers and assisted with administrative duties. My experience as a Receptionist at Havillah Beauty honed my customer service skills, enabling me to handle inquiries and complaints efficiently. I pride myself on my attention to detail and ability to work under pressure, which I believe are essential traits in any professional environment.

Experience

Work history, roles, and key accomplishments

PP
Current

Insure Advisor Assistant

PSG Wealth Financial Planning

Sep 2023 - Present (1 year 8 months)

Responsible for gathering policy information, preparing client renewals, and handling client enquiries. Involved in data capturing, research, and maintaining the CRM system while ensuring compliance with FAIS regulations.

HB

Receptionist / Office All Rounder

Havillah Beauty

Sep 2020 - Apr 2021 (7 months)

Provided customer service through various channels, managed office petty cash, and handled stock management. Responsible for making quotations and resolving customer complaints.

Education

Degrees, certifications, and relevant coursework

University of South Africa logoUA

University of South Africa

Bachelor of Commerce, Transport and Logistics

2024 -

University of South Africa logoUA

University of South Africa

Higher Certificate, Insurance

2021 -

HR

Hoerskool Drie Riviere

Grade 12 (Matric), General Education

2016 -

Tech stack

Software and tools used professionally

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Thato Rasentsoere - Insure Advisor Assistant - PSG Wealth Financial Planning | Himalayas