Pension Backed Home Loans Assistant
2 weeks ago
-Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
Role Purpose
Backed Home Loans (PBHL) business by providing effective administrative assistance to the business area and clients.
Requirements
- Grade 12 or equivalent qualification
- 1-3 years' relevant experience
- Relevant qualification (advantageous)
- Financial services experience (advantageous)
Duties & Responsibilities
- Manage incoming queries, calls and SLAs of the team by assigning, directing and escalating all queries.
documentation provided by the customer, calculating the affordability for the loan.
- Manage the financial administration function for the team by processing invoices, journals and other financial
transactions within agreed timeframes and in line with finance processes.
- Consolidate and report on all financial transactions, in line with the allocated budget.
- Reconcile and maintain supplier accounts and records to ensure good standing.
- Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings
for the team.
- Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and
specifications for the team.
- Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are
resolved within the given timeframes.
- Order and control office supplies, refreshments and equipment, in line with budget parameters.
- Develop and maintain relevant databases and records for the team, for ease of reference and retrieval of data.
- Support the induction activities for new staff members, by proactively managing and coordinating relevant
activities and resources.
- Build and maintain relationships with clients, internal and external stakeholders.
- Develop, maintain productive and collaborative working relationships with peers and stakeholders.
- Manage financial and other company resources under your control.
Competencies
- Good written and verbal communication
- Client service orientated
- Problem-solving skills
- Planning skills
- Interpersonal skills
- Microsoft Office skills
- Time management skills
- Coordination skills
- Attention to detail
- Project management skills
Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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