Financial Assistant

2 months ago


Sandton, South Africa Talent Sam Full time

**Key Responsibilities**:

- **Bank Statement Scrubbing**:

- Review, analyze, and organize bank statements to identify relevant financial information.
- Accurately extract and record data such as deposits, expenses, and cash flow for funding assessment.
- Ensure all financial documents are complete, accurate, and free of discrepancies.
- ** Client Communication & Support**:

- Assist clients in gathering necessary documentation, such as bank statements, identification, and other required paperwork.
- Address client questions and concerns, providing clear and concise explanations of the funding process.
- Follow up with clients to ensure all information is submitted promptly and accurately.
- ** Administrative Tasks**:

- Maintain detailed records of client interactions, funding progress, and documentation received.
- Coordinate with internal teams to streamline the funding process and resolve any issues that may arise.
- Update and manage client information in CRM software to ensure accurate data tracking.

**Qualifications**:

- Previous experience as a Bookkeeper or in a financial services role is required.
- Strong understanding of bank statements and financial documentation.
- Excellent communication skills, both verbal and written.
- Highly organized, with the ability to manage multiple tasks and priorities.
- Proficient in Microsoft Office Suite (Excel, Word) and CRM software.
- Strong attention to detail and the ability to work independently.
- Customer service experience is a plus.

**Key Skills**:

- Financial Analysis
- Data Entry and Management
- Client Relationship Management
- Problem-Solving and Critical Thinking
- Multitasking and Time Management



  • Sandton, South Africa Vuka Financial Solutions Full time

    Job Title: Financial AccountantAbout Us:Vuka Financial Solutions is a South African financial solutions platform that supports emerging businesses using the latest technology, experience, and capabilities. Our mission is to provide customer-centric services, valuing honesty, trust, progress, achievement, teamwork, vitality, learning, and innovation.Job...

  • Financial Assistant

    6 months ago


    Sandton, South Africa Smith Garb Full time

    Gauteng, Sandton - 120000K - 120000K pa Cost To Company Available immediately? A multi-national medical company based in Sandton has an exciting new opportunity available for a **young, energetic, honest and responsible individual who has a strong passion for finance** to join their team as a Financial Assistant. Report to the Financial Manager and the...


  • Sandton, South Africa Neptune Full time

    We are seeking a highly motivated and proactive Financial Analyst Assistant to join our finance team at Neptune. This internship provides a fantastic opportunity for a recent graduate or current student with a passion for accounting and finance to gain hands-on experience in a fast-paced environment.This role offers an estimated salary of $55,000 - $65,000...


  • Sandton, South Africa RPO Recruitment Full time

    RPO Recruitment's client, a leading construction and development company, is seeking a skilled junior bookkeeper to join their team of professionals in a dynamic environment. The successful candidate will assist the Accounting team in creating financial reports, processing accounts payable and receivable, and managing invoices and tax payments.Key...

  • Financial Director

    1 month ago


    Sandton, South Africa Arrow Financial Business Full time

    This incumbent is responsible for management and development of the finance function, ensuring that the long term strategic planning, cash management, budgeting and financing of the business contribute to the overall strategy for the organisation. SPECIFIC REQUIREMENTS - Bachelor’s degree in accounting or finance. - Proficiency in SAP. - Strong...


  • Sandton, South Africa Blue Mercury Financial Services Full time

    We looking for one Administrators You will be direct assistant to the compliance officer 1. Filing & file management 2. Filling out required forms and submitting them to necessary parties 3. Dealing with bookings with product providers & suppliers 4. Assisting with quotations and orders 6. Day to Day administration required by your manager 1. Highly...


  • Sandton, South Africa Christo & Associates Full time

    We are looking for an enthusiastic Assistant Financial Advisor with at least 2 years experience in insurance sales, bank sales and existing client servicing experience. Basic salary is negotiable, commission structure will be based on the basic salary amount. Requirement: NQF Level 5 and RE exam passed. Would prefer an existing Discovery advisor.

  • Financial Assistant

    7 days ago


    Sandton, South Africa eSTUDY Full time

    About eSTUDYeSTUDY is a company that values enthusiastic and detail-oriented individuals. We are seeking recent graduates with a Diploma in Accounting or Finance to join our finance team as Junior Accountants/Finance Assistants.Job Description:We are looking for candidates who can assist our accounting team with various tasks and learn essential skills to...


  • Sandton, South Africa Shorza Ltd Full time

    Embark on a Career in Accounting with Shorza LtdShorza Ltd is seeking a skilled Junior Bookkeeper to join our dynamic team. This is an excellent opportunity for you to gain hands-on experience in the world of UK accounting and make a tangible impact in the finance sector.Why Choose Shorza Ltd?Growth Opportunities: Take advantage of a unique role where you'll...


  • Sandton, South Africa HotelJobs.co.za Full time

    **Well established Hotel Group is requiring a qualified, experienced Hotel Financial Assistant. The position will be based in Sandton, Gauteng.** **Minimum Requirements**: - ** South African Citizens with a valid SA ID**: - ** Minimum 3 years Hospitlity Financial and/or Accountancy experience in 4 and 5 star Hotel or Lodge properties**: - ** Formal...


  • Sandton, South Africa Hello Group Recruitment Full time

    Finance Internship OpportunityWe are seeking a highly motivated and eager Finance Intern to join our finance team at Hello Group Recruitment. This internship provides a great opportunity for a recent graduate or current student with a passion for accounting and finance to gain hands-on experience in a fast-paced finance and telecommunications company.Key...


  • Sandton/Houghton, South Africa Umoja Recruitment Services Full time

    About the RoleUmoja Recruitment Services is seeking an experienced Financial Controller Assistant to join our team. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our accounts payable function.Key ResponsibilitiesProcess Supplier Invoices: Ensure all supplier invoices are processed accurately and...

  • Bookkeeper

    1 week ago


    Sandton, South Africa Vuka Financial Solutions Full time

    Company Description Vuka Financial Solutions is a South African financial solutions platform that supports the growth of emerging businesses using the latest technology, experience, and capabilities. Our mission is to provide "customer-centric" services, and we value honesty, trust, progress, achievement, teamwork, vitality, learning, and innovation. The...


  • Sandton, South Africa Dante Personnel Full time

    Financial Litigation Support SpecialistAt Dante Personnel, we are seeking a highly skilled Financial Litigation Support Specialist to join our team. The ideal candidate will have experience in the LEGAL, BANKING, or FINANCIAL SECTORS, dealing with debtors, finance, and invoices. Must have experience in the LEGAL, BANKING, or FINANCIAL SECTORS, dealing with...

  • Assistant Accountant

    6 months ago


    Sandton, South Africa African Personnel Full time

    Assistant Accountant required for a well-established organisation based in Sandton requires the following; - Grade 12 - Tertiary Qualification in Financial Accounting - Ability to work on Pastel Evolution - Experience for the service industry, telecommunications or communication industry - Strong recon experience - Knowledge of stock, imports and exports -...

  • Accounting Assistant

    1 month ago


    Sandton, South Africa Affinity Services Full time

    Accounting Clerk Job DescriptionAffinity Services is seeking a detail-oriented and organized Accounting Clerk to support our financial operations. As an Accounting Clerk, you will play a crucial role in maintaining accurate financial records, processing invoices, and assisting with various accounting tasks.Key ResponsibilitiesMaintain accurate and up-to-date...


  • Sandton, South Africa Dante Personnel Full time

    Minimum requirements: Must have experience in the LEGAL, BANKING OR FINANCIAL SECTORS dealing with Debtors / Finance / InvoicesWill be working closely with Attorneys, Sheriffs and clientsAble to make sure fees are currently capturedWill be sending invoices and statements to clientsGhost Practice experience would be beneficial Consultant: Nadine van Zyl -...


  • Sandton, South Africa Dante Personnel Full time

    Minimum requirements: Must have experience in the LEGAL, BANKING OR FINANCIAL SECTORS dealing with Debtors / Finance / Invoices Will be working closely with Attorneys, Sheriffs and clients Able to make sure fees are currently captured Will be sending invoices and statements to clients Ghost Practice experience would be beneficial Consultant: Nadine van...

  • Financial Graduates

    7 months ago


    Sandton, South Africa The Individual Touch CC Full time

    We are seeking highly motivated and driven Financial Graduates. As a Financial Graduate, you will have the opportunity to gain valuable experience in various aspects of the finance field and contribute to the growth and success of our company. Duties and Responsibilities: - Assist with financial analysis and reporting - Reconciliations - Assist with...

  • Financial Manager

    1 month ago


    Sandton, South Africa BDO South Africa Full time

    Job Title: Financial ManagerAt BDO South Africa, we are seeking a highly skilled and experienced Financial Manager to join our team. The successful candidate will be responsible for leading the financial operations of our department, ensuring accurate financial reporting, and developing strategies for long-term financial goals.Main Responsibilities:Prepare...