Nabilah Hartley

I am a team player who is not afraid to take on leadership roles. My vast work experience in customer liaison and administration has assisted in molding me into a client-centric dynamic individual who is not afraid to take on any task, big or small. I am a people's person and am able to adapt to many situations, quickly establishing bonds and relatability with clients and colleagues. I have an excellent command of the English language, both written and spoken and have a very strong administration skillset that sets me apart from others. I pay very close attention to detail and have the ability to work well under pressure. I have excellent computer skills, with experience in Microsoft Excel, Word and Power Point as well as Pastel.

I am proficient in all aspects of administrative duties assisting a Financial Adviser in looking for new business opportunities. Customer liaison. Completing and submitting application forms, amendments, policy information. Medical aid and gap cover comparison, assisting financial adviser in choosing best plan based on clients needs. Preparing financial needs analysis for clients. Updating client portfolio. Liaising with service providers to settle client queries.
 

High school - matric