Pam Nel
Adelaide,SA
Summary
Pam is a capable and dependable candidate with demonstrated experience, gained over 16 years, within several leading financial and education institutions. She is a team player who utilizes professional interpersonal skills, excellent time management and problem-solving to achieve team objectives. Pam is successful at managing tasks with a positive attitude and strong organization skills. Along with the ability to handle multiple projects simultaneously with a high degree of accuracy, Pam brings a willingness to undertake added responsibilities to meet team goals.
Overview
17
17
years of professional experience
Work History
Investment Consultant
Investec Wealth and Investment
11.2011 - 04.2017
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions in conjunction with Portfolio Managers
- Constructed investment proposals for new high net worth clients on a discretionary basis as required by Portfolio Managers
- Drafted records of advice for new clients ensuring suitability and FAIS compliance
- Updated clients on changes in tax laws and other regulations affecting investments
- Collated and completed documents to facilitate onboarding of new clients
- Confidently resolved client and intermediary queries
- Employed various software to implement equity trades for clients on an execution basis
- Facilitated externalization of funds for offshore investments including tax clearance applications and SARB paperwork
- Collated client responses to corporate actions, processing payments and managing debtors
- Produced estate valuations and facilitated transfers to beneficiaries.
Portfolio Manager's Assistant
Sanlam Private Investments
10.2009 - 10.2011
- Executed equity trades on the JSE on an execution basis
- Facilitated opening of new accounts whilst adhering to FICA regulations
- Proactively resolved client and broker queries
- Facilitated externalization of funds for offshore investments
- Prepared engaging Power Point presentations and information packs for client meetings and functions
- Prepared and checked technical spreadsheets for management fees
- Arranged marketing events, presentations, and golf days
- Managed travel and accommodation arrangements for Portfolio Managers
- Developed strong organizational and communication skills through day-to-day activities
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
IT Procurement Officer
Accolade Wines
10.2023 - Current
- Attending to procurement and telephony related tasks for the IT department
- Coordinated iPhone refresh project from RFP stage to deployment to user
- Working within IT budgets to verify invoice costs, attend to discrepancies and process invoices by raising PO's in JDE
- Arrange quotes for end user hardware / software / peripherals working with Service Desk team to verify requirements
- Credit card expense management and coding of monthly statements
- Assisting to implement a contracts register to manage renewals and terminations
- Assisting with monthly BU financial analysis and capital expenditure administration
- Assisting with FY25 budgeting for IT business units.
Executive Assistant
Hilton College Private Boy's High School
05.2017 - 12.2021
- Administrator to two Executive Directors (Sport and Discipline)
- Managed and coordinated director's diaries and arranged travel
- Maintained departmental records and updated internal databases to support team objectives
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials
- Collated and produced information to assist with financial budgets
- Assisted with producing presentations for Board Meetings
- Managed the collection and organization of data for Covid-19 reporting
- Upheld highly confidential correspondence with parents over disciplinary issues.
Economics Teacher
Hilton College Private Boy's High School
01.2022 - 06.2023
- Exposed students to economic reasoning skills to build critical thinking
- Planned lessons to accommodate group and individual student needs utilizing creative instruction
- Implemented problem and project-based learning
- Created content using technology and pedagogical techniques to stimulate higher level thinking
- Set, moderated and evaluated student tests and assignments providing feedback to further enhance learning
- Attended department initiatives for professional growth to meet career benchmarks
- Coordinated the Matric Dance as part of co-curricular commitment.
Office Manager
Global Trader
02.2009 - 10.2009
- In her role as office manager, Pam supported the regional manager and sales team by overseeing office operations, using CRM systems to manage client accounts and generate performance reports for the sales team
- Pam oversaw office inventory and maintained and implemented electronic and physical filing systems whilst ensuring compliance protocols were followed within legal and regulatory guidelines
- Pam facilitated the onboarding of new clients in line with FICA requirements.
Dividend's Administrator
BNP Paribas Security Services
01.2008 - 08.2008
- In her role as a Dividends Administrator, Pam was responsible for daily processing of income entitlements to clients, including equities, bonds, and unit trusts as well as reconciling client holdings with the positions keeping department.
Tax Reclaim Administrator
Northern Trust Corporation
09.2007 - 01.2008
- As a tax reclaim administrator, Pam managed the process of tax reclaims for clients by liaising with HM Revenue.
Rental Agent
Jackson-Stops and Staff Estate Agents
04.2007 - 09.2007
- Pam worked as a rental agent in a London estate agency where she was employed to arrange viewings for potential tenants and to conclude contracts with landlords.
Education
Post Graduate Certificate in Education (EMS and Business Studies Cum Laude) -
Moonstone Regulatory Exam Body RE5 For Representatives
Financial Planning Institute Professional Competency - CFP -
University of the Free State
Post Graduate Diploma: Financial Planning -
Registered Securities Trader -
South African Institute of Financial Markets
Bachelor of Commerce: Marketing and Human Resource Management -
University of Kwa-Zulu Natal
IEB National Senior Certificate -
Epworth Girls High School
Skills
- Effective communicator
- Adept computer skills including excel and JDE
- Collegial and team orientated
- Problem-solving and time management
- Thorough and detail orientated
Visa Grant Number
0049510785749
Timeline
IT Procurement Officer
Accolade Wines
10.2023 - Current
Economics Teacher
Hilton College Private Boy's High School
01.2022 - 06.2023
Executive Assistant
Hilton College Private Boy's High School
05.2017 - 12.2021
Investment Consultant
Investec Wealth and Investment
11.2011 - 04.2017
Portfolio Manager's Assistant
Sanlam Private Investments
10.2009 - 10.2011
Office Manager
Global Trader
02.2009 - 10.2009
Dividend's Administrator
BNP Paribas Security Services
01.2008 - 08.2008
Tax Reclaim Administrator
Northern Trust Corporation
09.2007 - 01.2008
Rental Agent
Jackson-Stops and Staff Estate Agents
04.2007 - 09.2007
Post Graduate Certificate in Education (EMS and Business Studies Cum Laude) -
Moonstone Regulatory Exam Body RE5 For Representatives
Financial Planning Institute Professional Competency - CFP -
University of the Free State
Post Graduate Diploma: Financial Planning -
Registered Securities Trader -
South African Institute of Financial Markets
Bachelor of Commerce: Marketing and Human Resource Management -
University of Kwa-Zulu Natal
IEB National Senior Certificate -
Epworth Girls High School
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