Paulina Malekotwana Newman
Beverly Hills,NSW
Summary
Experienced financial services professional with 17 years of expertise in operations, risk management, financial planning, client onboarding, and retention, seeking to transition into an HR Business Partner role. Proven ability to build strong relationships, manage complex client portfolios, and optimize processes for enhanced client experience and retention. Strong interpersonal and analytical skills with a deep understanding of organizational needs and team dynamics. Eager to leverage my client-focused approach and experience in process optimization to drive strategic HR initiatives, improve employee engagement, and contribute to talent development and retention within an organization.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Unit Registry Specialist
MUFG Fund Services
Sydney, NSW
9 2023 - Current
- Conducted daily transfers and settlements of securities transactions.
- Maintained records to ensure accuracy of transfer documents, such as stock certificates and powers-of-attorney.
- Processed all incoming and outgoing funds from customers' accounts in accordance with established procedures.
- Assisted clients with the resolution of discrepancies related to their account activity.
- Reconciled complex transactions between multiple parties involved in a security transfer process.
- Generated reports for management review on a regular basis.
Implementation Consultant- Part Time
S&P Global Market Intelligence
Sydney , NSW
03.2023 - 07.2023
- Created user documentation including system setup instructions and user manuals.
- Analyzed customer processes, identifying areas for improvement through automation.
- Coordinated with internal teams such as engineering and sales to ensure successful implementations.
- Assisted in troubleshooting issues related to data transfer or system integration.
- Monitored progress of projects against project timelines and budgets.
- Configured software products to meet customer requirements using a variety of tools such as SQL queries and scripting languages.
Custody Associate
Clearstream - Deutsche Börse
Sydney, NSW
07.2021 - 03.2023
- Reviewed and reconciled daily cash positions to ensure the accuracy of portfolio holdings.
- Reviewed and processed trade activity by established procedures.
- Liaised between the trading desk, reconciliation and control group, and counterparties to resolve any discrepancies in trade in a timely and efficient manner.
- Ensured trade life cycling and corporate actions were performed by internal compliance procedures.
- Monitored daily trading activities to ensure accuracy and compliance with regulations.
- Reviewed corporate action announcements to identify and analyze upcoming events.
- Created daily reports summarizing corporate action activity and identified any discrepancies.
- Process investor subscriptions and redemptions per client instructions using various systems.
- Coordinated with other departments to resolve issues related to settlements or reconciliations.
Senior Retention Specialist
Momentum Metropolitan Insurance
Pretoria, South Africa
10.2014 - 01.2018
- Conducted customer service surveys to identify areas of improvement in customer retention.
- Assisted customers with complaints, inquiries, and billing issues while maintaining a high level of customer satisfaction.
- Developed strategies to improve customer experience and increase loyalty.
- Analyzed customer data to identify trends that could be used to reduce churn rate.
- Performed regular follow-up calls with customers to ensure their satisfaction with products and services.
- Provided detailed reports on customer feedback and retention metrics for management review.
Financial Planner
Absa Bank
South Africa
02.2013 - 10.2014
- Effectively conducted presentations in local schools and hospitals to market Absa Bank products.
- Developed retirement strategies tailored to each client's needs and objectives.
- Analyzed financial data and projections to develop comprehensive financial plans for clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, life cover, and estate planning services based on each client's individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with estate planning to organize the distribution of assets based on client wishes.
- Maintained up-to-date knowledge of financial products available in the market.
Financial Advisor Trainee
Sanlam Insurance
Polokwane
12.2011 - 01.2013
- Assisted in researching and analyzing financial products for clients.
- Conducted portfolio reviews and developed strategies to help clients meet their financial goals.
- Developed detailed financial plans tailored to individual customer needs.
- Analyzed current investments, tax implications, cash flow analysis, retirement planning, insurance needs, estate planning and more.
- Prepared presentations and other materials that communicate the value of financial services to customers.
- Assisted in preparing reports for clients regarding their investments or other financial matters.
- Performed basic administrative tasks such as maintaining files, scheduling appointments and coordinating events.
- Created marketing materials such as brochures or flyers aimed at promoting the company's services.
- Advised customers on various options available for investing their money based on risk tolerance levels.
Branch Financial Sales Consultant
Absa Bank
South Africa
11.2010 - 11.2011
- Developed and implemented sales strategies to increase customer base and profitability.
- Advised customers on banking products and services, such as loan options, credit cards, and investments.
- Conducted market research to identify potential business opportunities and new markets.
- Managed customer accounts and provided support for account inquiries.
- Generated leads through cold-calling, networking events, referrals.
- Assisted in the development of marketing materials for bank products and services.
Branch Teller
Absa Bank
South Africa
02.2008 - 10.2010
- Provided excellent customer service to all customers by answering inquiries and resolving any issues.
- Processed deposits, withdrawals, transfers and loan payments accurately and efficiently.
- Balanced cash drawer daily and maintained accurate records of transactions.
- Assisted with training new tellers on policies, procedures, products and services.
- Performed basic bookkeeping tasks such as counting currency, verifying amounts and recording transactions in the computer system.
- Cross-sold bank products such as savings accounts, checking accounts, credit cards.
Banking System Support
Momentum Metropolitan Insurance
South Africa
2 2018 - 7 2021
- System design and setting up new environments based on business user requirement using COBOL on the AS400 platform.
- Performed regression testing and system-level testing to verify software quality and functionality before it was released.
- Performed production support activities, ensuring that batch cycles were completed on time and fixing any batch control issues that may arise during processing.
- Create test plans and test cases and perform unit, integration, and parallel testing of all processes.
- Implement project installation and production.
- Collaborated with developers, business analysts, and change management to achieve AS400 system improvement, process automation, new client onboarding, and data migration.
- Documented new/changed operational procedures associated with development/maintenance projects.
- Used Query/400 and SQL/400 to research data manipulation and reports.
Education
Advanced Diploma - Financial Markets
University of Johannesburg
10-2024
Graduate Certificate - Financial Planning
Milpark Business College
OnlineHigher Certificate - Banking Services Advisory
Milpark Business College
PolokwaneSkills
- Data Management
- Pricing
- Onboarding
- Business operations
- Audit preparation
- Report Generation
- Requirements Gathering
- Training Procedure Implementation
- Stakeholder Management
- Business Analysis
- Financial Planning
- Financial Markets
- Client servicing
- Operations Management
- Project Planning
- Data Migration
- Payment systems
- Risk Assessment
- Transaction Processing
- Data Gathering
Certification
- Google Professional Project Management
- Itil® 4 Foundation certificate in ITSM
Education
Polokwane,Online
Contact
Beverly Hills, NSW 2209
Timeline
Implementation Consultant- Part Time
S&P Global Market Intelligence
03.2023 - 07.2023
Custody Associate
Clearstream - Deutsche Börse
07.2021 - 03.2023
Senior Retention Specialist
Momentum Metropolitan Insurance
10.2014 - 01.2018
Financial Planner
Absa Bank
02.2013 - 10.2014
Financial Advisor Trainee
Sanlam Insurance
12.2011 - 01.2013
Branch Financial Sales Consultant
Absa Bank
11.2010 - 11.2011
Branch Teller
Absa Bank
02.2008 - 10.2010
Unit Registry Specialist
MUFG Fund Services
9 2023 - Current
Banking System Support
Momentum Metropolitan Insurance
2 2018 - 7 2021
Advanced Diploma - Financial Markets
University of Johannesburg
Graduate Certificate - Financial Planning
Milpark Business College
Higher Certificate - Banking Services Advisory
Milpark Business College