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ivanduplessis26

Ivan du Plessis

@ivanduplessis26

Reconciliation Data processing Spreadsheets Data Cleanup

Südafrika
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
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.... Mehr lesen

Kompetenzen

i
ivanduplessis26
Ivan du Plessis
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Buchführung
I will do supplier and bank account reconciliation in excel
Ab25 $ / ProjektWeitere Details
Makros & Formeln
I will build a custom excel spreadsheet tracker or dashboard
Ab15 $ / ProjektWeitere Details

Arbeitserfahrung

Liberty_Group South Africa

Financial Adviser

Liberty Group South Africa • Selbstständig

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