Portfolio and Risk Managing Agent

2 weeks ago


Lynnwood Ridge, South Africa Triple Advanced Investments Full time

**MIS reporting**: Ensure that the necessary reports are generated and executed for analysis by management

**Marketing**
- Ensure marketing is prepared and sent out accurately by 10h00 as per set out strategy
- Analysis report is done 7 days after each campaign to determine the success of each campaign

**Payment Processing and System Reconciliation Management**:

- Ensuring all monies that are paid over is booked in given time period to ensure other duties can be performed.
- Payment Files and individual payments to be captured the same day before 9h30 daily
- Ensure all Unallocated Bank entries are booked accurately and timeously
- Ensure VTSD and the Call Centre Collections System receipting is balanced / reconciled daily
- Ensure VTSD / the Call Centre Collections System and Intecon is balanced / reconciled daily
- Manage the process and relationship with the debit order service provider (Intecon)
- Ensure all journals are booked timeously and accurately

**Importing new accounts**
- New matters to be imported into VTSD within 48 working hours from being received for import
- Ensure that the accounts are reconned and balance 100% to the clients original handover (nr of accounts and CAR)
- Ensure that all import files and data is saved on the dedicated share-drive

**Call Centre Campaigns and E-mail campaigns**:

- Must build phone campaigns as per set out strategy before 8h00 each day with accuracy
- Follow set out strategy

**COMPETENCIES/QUALIFICATONS/SKILLS REQUIRED**:
Grade 12 with Mathematics and advanced excel skills

Previous financial administrative and reconciliation functions will be an advantage

Customer Service Orientated

Computer skills MS Office

Maintain an extremely high level of accuracy

Excellent communication skills (written and verbal)

Time Management skills

Strong Administrative Ability

Quality focus

Problem Solving skills

Planning and organizing skills

Methodical

Excellent Administrative Support

Attention to detail

Meets and exceeds deadlines and targets

Pay: R7 500,00 - R8 500,00 per month

Ability to commute/relocate:

- Lynnwood Ridge, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

**Experience**:

- Administration: 3 years (required)

**Language**:

- English (required)
- Afrikaans (required)

License/Certification:

- Drivers License (required)

**Location**:

- Lynnwood Ridge, Gauteng (required)


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