Nicola Liebenberg

Experience

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  Kream Restaurant

  Oct 2016 - Apr 2018

  Receptionist

  Responsible for answering and forwarding phone calls, coordinating management’s appointments, handling and managing all bookings and functions ranging from 20 to 120 people (including quotations, set menus, wine pairings and deposits), answering emails, greeting customers in and out of the shop, handling all money (cash and card) and doing the cash up at the end of the evening.

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  Private

  Jan 2017 - Apr 2018

  Au Pair
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  Sasfin

  Apr 2018 - Aug 2019

  Branch Coordinator

  An opportunity presented itself for me to acquire a temporary position at Sasfin Wealthin April 2018 as the Branch Coordinator. During this time, I managed the reception desk,coordinated the portfolio managers’ calendars, controlled the stationery stock andorganised company functions. I was then offered a permanent position in June 2018, andmy duties expanded to include ad hoc administrative duties such as client onboarding,FICA compliance, maintaining client information on the company database and assistingmanagement with specific projects. My duties became centered upon providingassistance and administrative support specifically to two of the portfolio managers, inwhich I encompassed a “personal assistant” role. Show less

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  Efficient Wealth (Pty) Ltd

  Aug 2019 - Mar 2021

  Broker Support Consultant

  I provided administrative and portfolio preparation assistance to a designated broker.The core features of my position included compiling portfolio summaries for new andexisting clients, completing monthly, yearly and ad hoc portfolio reviews. In addition, Iassisted with financial needs analyses, monitoring compliance (FAIS and FICA), riskapplications and servicing, discretionary investment applications and servicing (local andoffshore), retirement fund applications and servicing, maintaining and updating clientinformation on our database, insurance claims (Life, Medical Aid, Gap Cover, Short-termInsurance) and monthly reporting. I liaise with clients and broker consultants fromvarious companies daily. Show less

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  Sourcefin

  Jun 2021 - Jan 2022

  Executive Assistant & Office Manager
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  Elucidate AI

  Jun 2021 - May 2022

  Executive Assistant & Office Manager

  I worked closely with the founding director of two start-up companies, Sourcefin and Elucidate AI, where I fulfilled a number of duties for both companies, including but not limited to:Executive Assistant: I managed the director's calendar & emails, arranged all travel, managed office administration, prepared for monthly board meetings, represented the director in business development meetings, and acted as 2IC when needed.Financial Administrator & Bookkeeper: I performed all bookkeeping functions on the Xero accounting system, including reconciliation of bank accounts, creating bills and invoices, managing creditors & debtors and preparing monthly management accounts.Human Resource Manager: I created job descriptions, promoted vacancies and short-listed candidates for interviews, I then conducted first and second round interviews. I also prepared employment contracts and onboarded successful candidates. Show less

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  Finway International

  May 2022 - now

  Executive Investment Assistant

  I currently serve as the Executive Investment Assistant to the Chief Investment Officer at a fully discretionary asset management firm. I am responsible for the maintenance and administration of the CIO’s client portfolio book and act as client liaison. I also ensure clients are compliant. I complete all client meeting preparation, monitor investment positions and execute all investment instructions relating, but not limited, to forex transactions, repurchases, additions, new business (local & offshore) and portfolio rebalancing. In addition, on the company’s fiduciary side, I prepare Last Wills & Testaments and assist in the administration of deceased estates. Show less