South Africa: Financial Administrator

Our client has a vacant role for a Financial Administrator to join their dynamic team in their Cape Town offices. The successful incumbent will be responsible for working with clients that have been contacted through our various communication platforms and develop personalized insurance. All clients to be captured on the CRM system. Duties/Responsibilities:Contact clients to obtain consent to retrieve their policy schedules from the Insurers. Develop a deep understanding of the company`s products and services to effectively communicate their benefits to clients. Obtain different quotes on FSP. Contact the client to discuss the quote and send the lead to the Insurer. Collect and analyse client information to identify potential areas for improvement and recommend appropriate solutions. Capture all client information & maintain accurate records of client interactions and progress in a customer relationship management (CRM) system. Meet or exceed daily, weekly, and monthly sales targets. Stay up to date on industry regulations and best practices in the Insurance industry. Provide excellent customer service by addressing client concerns and maintaining a positive attitude. Collaborate with team members to share knowledge and best practices for achieving individual and team goals. Add/update statuses on CRM. Education/Qualifications: A high school diploma or equivalent Matric Certificate Strong communication and interpersonal skills RE5 Certificate NQF 5 FSCA Recognized qualification Class of Business, as applicable Competencies: Strong analytical skills. Knowledge of Insurance background. Experience in sales & customer service. Ability to work independently and as part of a team. Proficiency in using customer relationship management (CRM) software and & telephony systems. Understanding of industry regulations and best practices for clients portfolio.Financial Administrator position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-07-13 in the Sales categoryClick Go Apply to apply online!You might also like to look at the available jobs in the same area.Select one of the buttons below to browse for more available jobs.Apply directly for this position Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.Financial Administrator Pinelands Cape Town Well-established retail client in Pinelands Cape Town has an opportunity for a Financial Administrator / Bookkeeper to act as financial recordkeeper/ financial administration working on Sage Evolution/ PASTEL. YoFunctions: Responsible for preparing daily unit reconciliations of investments Prepare daily banking reconciliations and investigate any reconciling items Responsible for preparing monthly manco reconciliations by collecting data, analyzing and investigatiOur client is a team of experts in the wealth planning field. They are currently looking for an administrator to join their team. If youve got a matric certificate and a few years of experience in the financial planning industry and would like to join a dyOur client is currently seeking a logical and analytical thinking Financial Administrator to join their finance team on a hybrid basis in Claremont (Western Cape). Duties: Resolving daily queries Preparing cashbooks on Excel Ensuring accurate GL allocationMINIMUM REQUIREMENTS: Matric. Tertiary qualification will be beneficial . At least 3 years administrative experience within a financial services (wealth management) brokerage. Excellent computer literacy (Microsoft 365, SharePoint, One Drive, Teams, To-do/Our client is currently seeking a logical and analytical thinking Financial Administrator to join their finance team on a hybrid basis in Claremont (Western Cape). Duties: Resolving daily queries Prepare cashbooks on Excel Ensure accurate GL allocation PreRole Purpose: T o provide the clerical and/or administrative support to the Costing Pricing Controller such that Africa airline pricing is accurate, correct & maintained. Key Interfaces: (internal, external)Internal: Operations, Production Manager Chefs, PManage the day to day office operations.Admin experience. Diary management.Excellent telephonic skills.Basic plus Comm. Administrator position available in Gauteng, Sandton. This job position was posted by Astra Wealth Financial Services. The job has beenOur client has a vacant role for a Financial Administrator to join their dynamic team in their Cape Town offices. The successful incumbent will be responsible for working with clients that have been contacted through our various communication platforms andMinimum Requirements Must have at least 3 to 5 years experience as a Financial Administrator within the Motor Industry Autoline | Kerridge Dealer Management System literacy essential High level of trustworthiness and reliability Grade 12 Qualification esseJob Description:An excellent opportunity for a Junior monitoring administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationshipFinancial Administrator Pinelands Cape Town Well-established retail client in Pinelands Cape Town has an opportunity for a Financial Administrator / Bookkeeper to act as financial recordkeeper/ financial administration working on Sage Evolution/ PASTEL. YIntroductionThis is an opportunity to join a well-established office and team within the manufacturing and supplier industry. We require an experienced Bookkeeper who is a passionate and intelligent candidate who is very good with people and calculations.DPMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.Duties would include:PFINANCIAL ADMINISTRATORHead Office in Cape Town - Northern Suburbs Exciting Opportunity to Join our Dynamic Company and work within SAs No. 1 Fast Food brand! The Ideal candidate will have:Grade 12Tertiary qualification in Finance and/or Financial administA fast-growing and dynamic foreign exchange intermediary is looking to employ a suitable candidate for a position as a financial dealer/administrator.As a financial dealer, you perform important functions for various purposes within the foreign exchange spPosition: Financial AdministratorLocation: Lynwood, PretoriaEmployment Type: Fixed-term Contract Job Overview:We are seeking a motivated Financial Administrator to become a valuable part of our finance team. This is an excellent opportunity to gain hands-oPosition: Administrator. Location: Lynwood, Pretoria.Reporting To: Managing Director. Job Overview: We are seeking an administrator to assess credit applications with unwavering attention to detail and ability to build strong relations with our stakeholderIf you have 1 year finance experience in long term insurance sector, with a Matric (MATHS AND ACCOUNTING).National diploma will be an advantage.Prefer someone with AIMS working knowledge.Strong financial acumen.Excellent English communication. To be basedPosition: Administrator. Location: Lynwood, Pretoria.Reporting To: Managing Director. Job Overview: We are seeking an administrator to assess credit applications with unwavering attention to detail and ability to build strong relations with our stakeholderWe are seeking a highly organized and detail-oriented Financial Administrator to join our team. The Financial Administrator will play a crucial role in managing the financial operations of the organization, ensuring accuracy, efficiency, and compliance witA leading insurer would like to hire a Financial Administrator to take care of their insurer payments. Recommended QualificationsBCom/NDip in Finance or similarMinimum two to three years relevant work experience in Short Term InsuranceKey Performance AreasPosition: Claims Administrator Location: Pretoria Do you have an unwavering attention to detail and the ability to ensure insurance claims are captured correctly within SLA? Do you have a passion for building relationships with insurers and providers toOur client is a team of experts in the wealth planning field. They are currently looking for an administrator to join their team. If youve got a matric certificate and a few years of experience in the financial planning industry and would like to join a dyOur client, a leading Wealth Management Company, is seeking an Investment Administrator to join their team on a contract basis. This role is responsible for preparation and processing of a wide variety of client transactions and is ideally suited to someonFast Food Franchise requires Franchise Manager in the Richards bay /Ulundi area: Responsibilities Managing a portfolio of restaurants Driving sustainability, sales, and profitability of sites…Mitchels Plain Permanent R10000 – R26400 Sales Manager (Insurance)Location: Mitchells Plain, Western Cape, South AfricaSalary: R10 000 to R26 400 + CommissionOur client in the…Job Title: System Analyst Location: This position is based in (Location). Job Type: This is a permanent position, and the successful candidate is expected to…QUALIFICATIONS and EXPERIENCE:IT Diploma or degreeMinimum 10 years Cloud migration & management, Networks, Infrastructure, or related experienceMinimum SAP deployment experienceMinimum 10 years' experience in project…Requirements3 years experience in a Deli environment.MatricRelevant QualificationOwn vehicleJob DutiesMenu Planning and Development:Design and develop new recipes.Plan and update the menu to align with seasonal…Brooklyn Permanent R35000 to R40000 Specialist: Data AnalystLocation: Menlyn, Pretoria, South AfricaSalary: R35 000 to R40 000 p.mOur client in the Insurance industry is looking…Qualifications 8 years post qualification financial management experience within a manufacturing environment; Registered CA (SA); Tax, and financial regulatory and reporting requirements (IFRS); Strong costing…Nature Guide Educational Courses – Head of Sales – Remote One of our esteemed clients is on the hunt for a dynamic Head of Sales…Woodmead Permanent R 720 000 to R 800 000 p.a Finance Administration ManageLocation: Woodmead, South AfricaSalary: R 720 000 to R 800 000 p.aOur client…JOB DESCRIPTION INFORMATION: Job Title: &nbs Share this to someone who needs a job: View Job South Africa: Information Security Officer posted by…Are you an experienced customer service professional with leadership skills? A reputable company located in the Brackenfell area is seeking Customer Service Agent`s. Please see…Requirements:Intermediary MS Office, especially Excel, Word and Microsoft Outlook skills.2 years relevant life insurance policy medical underwriting experience.A tertiary qualification in the medical field would…Mbombela Field IT Technician 10000 Our client in the IT, Engineering & Telecoms Industry is looking for a candidate to fill in a position of…An organisation savvy about monitoring the solvency and financial soundness of medical schemes requires a Senior Data Analyst to join their team and conduct research…Requirement:Bachelor`s degree in a relevant field (such as Supply Chain, Logistics, Business Administration, Information Technology, or Project Management).Proven experience managing ERP implementation projects (provide examples…Our client is a team of experts in the wealth planning field. They are currently looking for an administrator to join their team. If youve got a matric certificate and a few years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you Main duties and responsibilities ü Capturing personal and financial information timeously and accurately ü Completing and submitting application forms on behalf of new and existing clients ü Following up with insurers and investment houses to ensure administrative efficiency ü Keeping clients continuously updated on administrative processes and status quo ü Adhering to compliance and practice management standards set out by the organisation ü Liaising internally with financial planners and para-planners to ensure the smooth implementation of financial solutions ü Building relationships with clients, colleagues and service providers Computer literacy ü Must be proficient in MS Office, specifically Outlook, Word and Excel ü Must be willing to use cutting-edge technology in the workplace Skills and strengths required ü Excellent written and verbal communication ü Strong interpersonal and relationship-building skills ü The willingness to work as part of a team within a dynamic organisation What you need to apply ü Curriculum vitae that includes two contactable references ü Copy of matric certificate ü Copy of ID Please send your application toFinancial Administrator position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-06-30 in the Admin Clerical Secretarial categoryClick Go Apply to apply online!You might also like to look at the available jobs in the same area.Select one of the buttons below to browse for more available jobs.Apply directly for this position Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.Financial Administrator Pinelands Cape Town Well-established retail client in Pinelands Cape Town has an opportunity for a Financial Administrator / Bookkeeper to act as financial recordkeeper/ financial administration working on Sage Evolution/ PASTEL. YoFunctions: Responsible for preparing daily unit reconciliations of investments Prepare daily banking reconciliations and investigate any reconciling items Responsible for preparing monthly manco reconciliations by collecting data, analyzing and investigatiOur client is a team of experts in the wealth planning field. They are currently looking for an administrator to join their team. If youve got a matric certificate and a few years of experience in the financial planning industry and would like to join a dyOur client is currently seeking a logical and analytical thinking Financial Administrator to join their finance team on a hybrid basis in Claremont (Western Cape). Duties: Resolving daily queries Preparing cashbooks on Excel Ensuring accurate GL allocationMINIMUM REQUIREMENTS: Matric. Tertiary qualification will be beneficial . At least 3 years administrative experience within a financial services (wealth management) brokerage. Excellent computer literacy (Microsoft 365, SharePoint, One Drive, Teams, To-do/Our client is currently seeking a logical and analytical thinking Financial Administrator to join their finance team on a hybrid basis in Claremont (Western Cape). Duties: Resolving daily queries Prepare cashbooks on Excel Ensure accurate GL allocation PreRole Purpose: T o provide the clerical and/or administrative support to the Costing Pricing Controller such that Africa airline pricing is accurate, correct & maintained. Key Interfaces: (internal, external)Internal: Operations, Production Manager Chefs, PManage the day to day office operations.Admin experience. Diary management.Excellent telephonic skills.Basic plus Comm. Administrator position available in Gauteng, Sandton. This job position was posted by Astra Wealth Financial Services. The job has beenOur client has a vacant role for a Financial Administrator to join their dynamic team in their Cape Town offices. The successful incumbent will be responsible for working with clients that have been contacted through our various communication platforms andMinimum Requirements Must have at least 3 to 5 years experience as a Financial Administrator within the Motor Industry Autoline | Kerridge Dealer Management System literacy essential High level of trustworthiness and reliability Grade 12 Qualification esseJob Description:An excellent opportunity for a Junior monitoring administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationshipFinancial Administrator Pinelands Cape Town Well-established retail client in Pinelands Cape Town has an opportunity for a Financial Administrator / Bookkeeper to act as financial recordkeeper/ financial administration working on Sage Evolution/ PASTEL. YIntroductionThis is an opportunity to join a well-established office and team within the manufacturing and supplier industry. We require an experienced Bookkeeper who is a passionate and intelligent candidate who is very good with people and calculations.DPMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.Duties would include:PFINANCIAL ADMINISTRATORHead Office in Cape Town - Northern Suburbs Exciting Opportunity to Join our Dynamic Company and work within SAs No. 1 Fast Food brand! The Ideal candidate will have:Grade 12Tertiary qualification in Finance and/or Financial administA fast-growing and dynamic foreign exchange intermediary is looking to employ a suitable candidate for a position as a financial dealer/administrator.As a financial dealer, you perform important functions for various purposes within the foreign exchange spPosition: Financial AdministratorLocation: Lynwood, PretoriaEmployment Type: Fixed-term Contract Job Overview:We are seeking a motivated Financial Administrator to become a valuable part of our finance team. This is an excellent opportunity to gain hands-oPosition: Administrator. Location: Lynwood, Pretoria.Reporting To: Managing Director. Job Overview: We are seeking an administrator to assess credit applications with unwavering attention to detail and ability to build strong relations with our stakeholderIf you have 1 year finance experience in long term insurance sector, with a Matric (MATHS AND ACCOUNTING).National diploma will be an advantage.Prefer someone with AIMS working knowledge.Strong financial acumen.Excellent English communication. To be basedPosition: Administrator. Location: Lynwood, Pretoria.Reporting To: Managing Director. Job Overview: We are seeking an administrator to assess credit applications with unwavering attention to detail and ability to build strong relations with our stakeholderWe are seeking a highly organized and detail-oriented Financial Administrator to join our team. The Financial Administrator will play a crucial role in managing the financial operations of the organization, ensuring accuracy, efficiency, and compliance witA leading insurer would like to hire a Financial Administrator to take care of their insurer payments. Recommended QualificationsBCom/NDip in Finance or similarMinimum two to three years relevant work experience in Short Term InsuranceKey Performance AreasPosition: Claims Administrator Location: Pretoria Do you have an unwavering attention to detail and the ability to ensure insurance claims are captured correctly within SLA? Do you have a passion for building relationships with insurers and providers toOur client is a team of experts in the wealth planning field. They are currently looking for an administrator to join their team. If youve got a matric certificate and a few years of experience in the financial planning industry and would like to join a dyOur client, a leading Wealth Management Company, is seeking an Investment Administrator to join their team on a contract basis. This role is responsible for preparation and processing of a wide variety of client transactions and is ideally suited to someonKey requirement5-10 years pump sales experienceMust have a strong client baseMust be willing to travel (extended hours and weekends if needed)Business, technical pump, sales and…Diploma/Certificate in Distribution / Logistics/ Operational management or equivalent inProven experience in warehouse operations, inventory control, and order fulfilmentFamiliarity with Warehouse Management Systems, preferably experience…Job Description: The planning, execution, management, and operation of all the company`s financial operations, including business planning, budgeting, forecasting, financial modeling, ERP systems, internal controls,…? General Sales & Marketing Duties ? General Customer Service DutiesSpecific Duties Include: ? Build and maintain sound relationships with customers, suppliers, vendors, and business…Responsibilities: Implementing and managing maintenance strategies across our factory Leading and managing the maintenance teams task load, performance, and work quality Working closely with the…A highly reputable construction client of ours in Bahrain is urgently seeking an Estimation and Procurement Manager, to join their established team:Key Requirements: +10 years…Job Description:Are you a dynamic and results-driven professional looking to lead our sales and marketing team? We are seeking a Sales and Marketing Manager to…Our client in the Agricultural sector is seeking an experienced Bookkeeper to join their team in Wonderfontein (Mpumalanga).Requirements:3-5 years` experience in a Bookkeeping roleBookkeeping qualification…Oversee on site Mine mine development in collaboration with project team Advise on appropriate strategies for operations Develop systems to achieve strategic goals, eliminating non-value…Picking packing and checking stock Replenishing General housekeeping Handle delicate and frigile productss in the warehouse Warehouse Assistant position available in ZA, South Africa. This…We are seeking a talented and experienced Graphic Designer to join our team. The ideal candidate will have a strong portfolio that showcases their creativity…Are you a seasoned software developer with a minimum of 5 years PLUS experience in payment systems, well-versed in the intricacies of the USA payment…We are seeking an Fullstack Intermediate Analyst Developer- (with strong Python,Angular experience) – CT – Hybrid – 12 months -must be South African The role…Cabling Tecnician R5000-R7000 Our client in the Telecommunications industry is looking for a Cabling Technician.Key responsibilities • Rollout maintenance calls• Maintain stock• Working on computer,…
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