MARY ANDZIE-QUAINOO
WEALTH ADVISOR
TAKORADI
Summary
A highly experienced and motivated Wealth Advisor boasting a wealth of multi-sector exposure and the capabilities to drive organizations forward, utilizing expertise within customer service, Human Resources, operations management, community engagement, compliance management, as well as policy and strategy development and implementation. A highly approachable people person that has the ability to act as a mediator between times, building key lines of communication throughout organization. An adept communicator and negotiator who builds robust and productive relationships at all levels. A specialist with extensive experience within; client reporting, HR performance, coaching and mentoring, data management, operation management, data analysis and training and development. Currently seeking a new challenge within a key role where my skills and expertise will bring immediate value within a forward-thinking organizations. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
15
15
years of professional experience
Work History
Wealth Advisor
United Pension Trustees
Takoradi
01.2019 - Current
- Communicate with clients to understand their goals and ambitions, develop effective job coaching and employment plans
- Assess the strengths of individuals and teach them to use them effectively, use coaching and motivational techniques to assist clients to discover and overcome their personal barriers and set goals
- Build positive relationships with customers that encourages, motivates and builds trust
- Collaborate with local provision to plan and organize Pension fairs in a timely and effective manner
- Analyzed financial data received from clients to develop strategies for meeting clients' financial goals.
- Provided professional advice to clients regarding individual financial plans and strategies.
- Prepared detailed financial performance reports and monitored markets.
- Developing an in-depth knowledge of the pension industry offering opportunities to our top clients and customers, recognize the roles that our competitors play, thereby helping our customers secure rich retirement benefits
- Also making timely decisions, based on customer needs, and referring them to appropriate help and support
- Monitor and evaluate progress of clients, keep records and documentation and prepare appropriate reports, provide coaching in effective job search techniques
- Recorded the highest sales, nationally
- Provided basic advice to managers on the interpretation and implementation of disciplinary, capability, absence policies within the context of the company
- Maintained and updated data accurately on the appropriate logs/database
- Took notes at relevant meetings and ensure notetaking and record-keeping on all employee relations matters is to a high standard
- Developed and provided appropriate, high quality client relations advice, seeking advice/senior level support where appropriate
- Implemented an awareness of existing/changing clients, and suggest possible changes in practice to the ER Specialist.
Hr Advisor
Hot Ernesto fast
Takoradi
01.2010 - Current
- Food:
- Enter employment data into the company database
- Organize meetings and take minutes
- Assist the CEO with the hiring process
- Set up recruitment and training events
- Answer any employee inquiries
- Coordinate logistics for new hire orientation
- Update employee holiday and sickness record.
- Interpreted and explained human resources policies, procedures or regulations.
- Interviewed job applicants to obtain information on work history, education or job skills.
- Conferred with management to develop or implement personnel policies or procedures.
- Maintained and updated organizational charts, employee handbooks or performance evaluation forms.
Business Development Officer
United Pension Trustees
08.2016 - 12.2018
- Responsibilities and Achievements:
- Served around 100 customers per day via face to face and on the phone, register new customers, create and record transactions accurately
- Challenged with promoting the branch in the local area, ensuring all company objectives were met and achieved
- Handled account queries such as; balance enquiries, card queries, payments and direct debits, manage customer complaints and resolve things quickly and efficiently
- Promptly issued transaction receipt, balance the cash drawers against receipt, resolve discrepancies
- Wrote daily reports with the use of excel and word, answering incoming and outgoing calls, dispatch mails and handle general queries from customers
- Recorded the highest sales,
- Responsible for filing, photocopying, faxing, typing, scanning of documents and promoting and explaining company’s products and services
- In charge of the opening and closing of the branch.
Sales Coordinator
Vanguard life Micro Insurance
Cape
06.2016 - 07.2016
- Coast
- Offer overall investment and wealth advisory services to clients
- Develop business leads and referrals from new and existing clients
- Prepare and organize board of trustee meeting for all schemes, Formulate Reports & make recommendations
- Supervise and manage all officers at the branch, Cultivate, build and maintain strong strategic customer relationship with clients
Marketing Executive
Alpha Capital Savings & Loans
04.2016 - 05.2016
- Undertake field prospecting within designated area to identify potential establishments and close deals
- Registered about 50 client/account holders within two months
- Developed and built relationship with clients or establishments
- Submit periodic activity reports to the Relationship Officer.
Business Developer/Relationship Officer/Administrator
Glico Pension Trustee
03.2015 - 02.2016
- Undertake field prospecting within designated area to identify potential establishments, Registered over 37 prospective establishments and over 700 employees
- Develop and build relationship with existing clients or establishments, submit periodic activity reports to the Business Development Manager
- Perform administrative, customer services, procurement, and other clerical duties and manage relevant activities in the branch office.
Economic and Organized Crime Office
09.2014 - 03.2015
- Registration of old and new tax payers, Perform office and other clerical duties
- Preparation of weekly and monthly reports, Identify recalcitrant tax payers and report to management
- Contribute to the development of annual work plans, performance monitoring systems, tools and writing of projects reports,
- Supervise my team and submit report to the director of the branch
High Profile Marketing Officer
Dg -Capital
05.2012 - 08.2012
- Winning new customers for the company, Initiate customer retention strategies and recommend appropriate financial product or service to the customer, Prepare sales and marketing statement
- Assist and support management in delivering customer services, handle customer complaint, provide weekly updates to manager and contributes towards the preparation of reports.
Ghana Revenue Authority, IRS, Takoradi
10.2010 - 08.2011
- Assisted the Regional Statistician
- Revenue collection from all the districts, Preparation of weekly, monthly& quarterly collection reports
- Preparation of statistical annual report, support in the presentation of monitoring results by the districts at the appropriate fora;
Logos Hope
07.2010 - 08.2010
- Responsible for giving directions to the visitors visiting the ship, explaining the services we had and general cleaning of the ship
- Community led development foundation (CLDF)
- Duties:
- Educate the youths in deprived communities about their human rights and civil rights; organize workshops for the youths on the topics of teenage pregnancy, social vices and sexually transmitted diseases.
Ghana Port and Harbours Authority
06.2009 - 08.2009
- Assisted in the Operations Department (Monitoring & Control)
- Responsible for filing of office documents, Processing of manifest arriving at the office
- Vetting office document, monitoring daily activities of the port, preparing royalties to bill tenants’
- Preparation of Port statistics
Administrative Staff
Social Security and National Insurance Trust
06.2008 - 07.2008
- (Inspectorate)
- Receiving visitors/Prospecting, Photocopying, Filling official document
- Registering new members that join the scheme, Generating of reference numbers for the new clients
- Capturing contributors.
Education
Master of Science - Management and Human Resource Strategy
KNUST
TAKORADI11.2022
BSC - Statistics
University of Cape Coast
05.2014
Skills
- Attention to Detail
- Human Resource experience
- Coaching and Mentoring
- Negotiation
- Due diligence- basic accounting tools
- Report and policy writing
- Organization and planning
- Accuracy and attention to detail
- Commercial acumen
- Relationship management
- People person, highly approachable
- Documentation control
- Time management
- Teamwork and collaboration
- Project Management
- Effective communication skills
- Leadership and management
- Microsoft Office Package
- Reviewing strategic plans
- Multifactor exposure
- Analytical Thinking
- Microsoft Excel
- Operation management
- Compliance and regulatory knowledge
- Problem solving
- Data Analysis
- Administration expertise
- The ability to effectively build and manage key relationships
Affiliations
HarboursGlicoThe Secretary, School of Applied Science Student Association, Takoradi Polytechnic.
Council member, Students’ Representative Council (SRC), Takoradi Polytechnic
Women’s Commissioner, (Ghana Association of Statistics Students), University of Cape Coast.
Accomplishments
- Seminar on R – Statistical package and introduction to epidemiology using R
- Capacity building seminar, dubbed ‘Making the Difference Everywhere You Go’
- Ghana youth talk show dubbed ‘The Youth and the Future’
References
REFERENCES AVAILABLE UPON REQUEST
Interests
Interests & activities: Reading: Political books and current affairs, Cooking: Enjoys cooking traditional dishes
Timeline
Wealth Advisor
United Pension Trustees
01.2019 - Current
Business Development Officer
United Pension Trustees
08.2016 - 12.2018
Sales Coordinator
Vanguard life Micro Insurance
06.2016 - 07.2016
Marketing Executive
Alpha Capital Savings & Loans
04.2016 - 05.2016
Business Developer/Relationship Officer/Administrator
Glico Pension Trustee
03.2015 - 02.2016
Economic and Organized Crime Office
09.2014 - 03.2015
High Profile Marketing Officer
Dg -Capital
05.2012 - 08.2012
Ghana Revenue Authority, IRS, Takoradi
10.2010 - 08.2011
Logos Hope
07.2010 - 08.2010
Hr Advisor
Hot Ernesto fast
01.2010 - Current
Ghana Port and Harbours Authority
06.2009 - 08.2009
Administrative Staff
Social Security and National Insurance Trust
06.2008 - 07.2008
Master of Science - Management and Human Resource Strategy
KNUST
BSC - Statistics
University of Cape Coast
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