Jacob Mogorosi

I am a well-mannered gentleman that lives with good morals. I am dynamic, disciplined and self-motivated. I enjoy team work and I can adjust myself easily to different environments. My leadership skills are highly exemplary and so is my integrity. I enjoy working with analytical numbers and methods to achieve the best results in my line of work. I am a fast learner and I promise that I will serve as an asset and represent your company with dignity throughout my service.

At the moment I am working at Sanlam as a Fund Administrator in the Contributions Department. I have been working in the Financial Service Industry for almost three years – since February 2021. I am currently working on (pension) funds of a membership of eight thousand (8000) members. On the funds, I am expected to receive and analyze contributions schedules, perform member maintenance on the system, receipt/invest monthly contributions within SLA, move members to in-fund preservation fund and default regulation, compile section 13A letters amongst other things.

I have an NQF Level 4 certificate in Wealth Management which I had received in February 2022 from the Insurance Sector Education and Training Authority (INSITA) through a Learnership I had participated in at Sanlam Corporate. I also possess an NQF Level 5 certificate in Banking Services Advice which I had acquired in March 2021 from the Banking sector Education and Training Authority (Bank SETA) through a Learnership I have participated in at Duja Consulting. Due to my passion to continuous learning in the Financial Services Industry, I am now registered with Moonstone for a Regulatory Examination (RE: 1) which I’m due to write the examination thereof in December 2023.