i
ivanduplessis26

Ivan du Plessis

@ivanduplessis26

Reconciliation Data processing Spreadsheets Data Cleanup

Zuid-Afrika
Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
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.... Lees meer

Skills

i
ivanduplessis26
Ivan du Plessis
offline • 
Gemiddelde reactietijd: 1 uur

Bekijk mijn diensten

Boekhouding
I will do supplier and bank account reconciliation in excel
VanafUS$ 25 / projectMeer informatie
Formules en macro's
I will build a custom excel spreadsheet tracker or dashboard
VanafUS$ 15 / projectMeer informatie

Werkervaring

Liberty_Group South Africa

Financial Adviser

Liberty Group South Africa • ZZP

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