Summary
Overview
Work History
Education
Skills
Software
referees
Timeline
Intern

Melissa Waithaka

Financial Advisor
Ruiru

Summary

A motivated humanitarian with comprehensive knowledge of social justice issues and systems affecting marginalized communities. Passionate about developing and facilitating programs to support communities in need. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

6
6
years of professional experience
9
9
years of post-secondary education
3
3
Languages

Work History

Financial Advisor

ICEA LION
Nairobi
01.2023 - Current

As a financial advisor my duties include:

  • Educating clients on the various financial solutions that ICEA lion group offers.This includes savings plans,pensions,trusts,investments and insurance.
  • Provide specialized financial planning support for clients with diverse portfolios and individual needs.
  • Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Provide specialized financial planning support for clients with diverse portfolios and individual needs.
  • Help clients make informed decisions about financial future.

Casual Collator

Jomo Kenyatta University Of Agriculture And Technology
Juja
06.2022 - 11.2022

Worked as collator in preparation of graduation booklets and as a casual employee during JKUSA elections ballot paper preparation.

Election Clerk

Independent Electoral And Boundaries Commission
Ruiru Constituency
08.2022 - 09.2022

Worked as a temporary clerk for the 2022 general elections in Kenya at Mwiki Assistant Chief Camp at Ruiru Constituency with the following duties:

• Label polling stations according to polling stations’ registers

• Welcome and direct voter’s to their respective polling stations

• Inform the Presiding Officer on voters with special needs such as

people living with disabilities, pregnant mothers and the elderly.

• Ensure queues are orderly

Social Work Intern

Nairobi City County Government
Nairobi
01.2020 - 01.2021

Worked in the Department of Social Services,Community Development department in Kamukunji Sub-county with the following duties:

  • Monitoring of self-help groups and providing technical support

• Conduct training/capacity building

• Community conversation

• Conduct trade fair and exchange programs

• Sensitization of community members

Front Desk Receptionist/cashier/Mpesa Agent

Dotcom Entreprises and computer college
Ruiru
01.2017 - 08.2017
  • Performed simple tasks such as typing,printing,photocopying and lamination.
  • Balancing daily sales accounts.
  • Served as an Mpesa agent.
  • Addressed customer needs and queries ,reported and filed complaints and compliments.
  • Sales and marketing.


Education

Bachelor of Science - Development Studies

JKenyatta University of Agriculture And Technology
Juja,Kenya
09.2017 - 06.2022

High School Diploma -

Mugoiri Girls High School
Muranga,Kenya
02.2013 - 12.2016

Skills

    Teamwork and Collaboration

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Software

Microsoft Word, Excel,Office and PowerPoint Programs

referees

Agnes Kamau,

Lecturer,

Kenyatta University ,

Tel:+254721553625.

Josephine Mutua

Nairobi City County Government,

P.O Box 30075-00100

jmutua80@yahoo.com

Tel:+254721386654.

Maureen Wanjiru

P.O Box 62000-00200

Nairobi,

Tel:+254702063101.

Timeline

Financial Advisor

ICEA LION
01.2023 - Current

Election Clerk

Independent Electoral And Boundaries Commission
08.2022 - 09.2022

Casual Collator

Jomo Kenyatta University Of Agriculture And Technology
06.2022 - 11.2022

Social Work Intern

Nairobi City County Government
01.2020 - 01.2021

Bachelor of Science - Development Studies

JKenyatta University of Agriculture And Technology
09.2017 - 06.2022

Front Desk Receptionist/cashier/Mpesa Agent

Dotcom Entreprises and computer college
01.2017 - 08.2017

High School Diploma -

Mugoiri Girls High School
02.2013 - 12.2016
Melissa WaithakaFinancial Advisor