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I am a client-focused finance professional with hands-on experience supporting investment processing in a highly controlled environment. I excel at verifying documentation, liaising with intermediaries and internal stakeholders, and ensuring accurate, timely processing of financial instructions. I bring strong administrative discipline, systems accuracy, and a service-driven mindset that aligns with high-volume investment operations. I am skilled at risk awareness, data quality checks, and clear client communications to manage expectations and uphold service standards.…I am a client-focused finance professional with hands-on experience supporting investment processing in a highly controlled environment. I excel at verifying documentation, liaising with intermediaries and internal stakeholders, and ensuring accurate, timely processing of financial instructions. I bring strong administrative discipline, systems accuracy, and a service-driven mindset that aligns with high-volume investment operations. I am skilled at risk awareness, data quality checks, and clear client communications to manage expectations and uphold service standards.

Mpho Manzana

Project Manager, Production Manager, Production Coordinator, +4

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I am a client-focused finance professional with hands-on experience supporting investment processing in a highly controlled environment. I excel at verifying documentation, liaising with intermediaries and internal stakeholders, and ensuring accurate, timely processing of financial instructions. I bring strong administrative discipline, systems accuracy, and a service-driven mindset that aligns with high-volume investment operations. I am skilled at risk awareness, data quality checks, and clear client communications to manage expectations and uphold service standards.…I am a client-focused finance professional with hands-on experience supporting investment processing in a highly controlled environment. I excel at verifying documentation, liaising with intermediaries and internal stakeholders, and ensuring accurate, timely processing of financial instructions. I bring strong administrative discipline, systems accuracy, and a service-driven mindset that aligns with high-volume investment operations. I am skilled at risk awareness, data quality checks, and clear client communications to manage expectations and uphold service standards.

Available to hire

I am a client-focused finance professional with hands-on experience supporting investment processing in a highly controlled environment. I excel at verifying documentation, liaising with intermediaries and internal stakeholders, and ensuring accurate, timely processing of financial instructions.

I bring strong administrative discipline, systems accuracy, and a service-driven mindset that aligns with high-volume investment operations. I am skilled at risk awareness, data quality checks, and clear client communications to manage expectations and uphold service standards.

Skills

Experience Level

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Language

English

Fluent

Work Experience

Wealth Planner at EQ-FIN

June 1, 2024 - December 31, 2025

Captured, verified, and maintained client investment and financial instructions in accordance with internal business rules and regulatory requirements. Reviewed client documentation for completeness, accuracy, and compliance; followed up with clients and intermediaries to obtain outstanding information. Liaised with clients, broker consultants, and internal operational teams to clarify instructions and resolve processing queries timely. Ensured accurate updating of client records and workflows to reflect instruction progress and outcomes. Provided consistent client communication via email and telephone to manage expectations and maintain service standards. Identified and escalated compliance risks, documentation discrepancies, and service failures to relevant teams. Supported operational efficiency through disciplined administration, audit-ready documentation, and adherence to turnaround times.

Remote Junior Data Analyst at Appen

October 1, 2022 - June 30, 2024

Performed structured data validation and quality checks to ensure accuracy across large datasets. Reviewed and corrected data inconsistencies in line with defined rules and escalation procedures. Maintained detailed documentation and reporting to support operational decision-making.