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ivanduplessis26

Ivan du Plessis

@ivanduplessis26

Reconciliation Data processing Spreadsheets Data Cleanup

Sudáfrica
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
I am self-disciplined and responsible, with a passion for people. With extensive experience across multiple industries, I’ve learnt to enhance my skills for each new environment. One of my strengths is “winning others over”; I can easily engage and interact with others and understand the importance of developing strong and clear channels of communication in the business environment. Belief is a core value for me, both in my personal life and at work. It expresses itself through my work ethic, when meeting deadlines and making decisions. I’m a person of integrity and someone others can rely on.... Lee más

Habilidades

i
ivanduplessis26
Ivan du Plessis
desconectado • 
Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Auditoría de libros
I will do supplier and bank account reconciliation in excel
DeUSD 25 / proyectoMás información
Fórmulas y macros
I will build a custom excel spreadsheet tracker or dashboard
DeUSD 15 / proyectoMás información

Experiencia laboral

Liberty_Group South Africa

Financial Adviser

Liberty Group South Africa • Trabajador autónomo

Jul 2025 - Present • 1 yr 3 mos

Providing Financial Advisory services to clients in the Long-Term Insurance Industry. This includes Financial Planning Services on the following:  Wealth Management  Investment Management  Retirement Planning  Estate Planning  Risk Financial Planning (Life insurance, Disability, Impairment, Critical Illness, Income Protection, etc.) Active duties also include; Approaching viable prospects, generate leads, establish a growing network, and build a substantial client base