Sales Administration Assistant

6 days ago

Cape Town, South Africa Precision Placements Full time

**SALES ADMINISTRATION ASSISTANT - BANKING**

**CORE PURPOSE OF THE JOB**

To provide support to the Corporate Office in terms of administration tasks including office maintenance to ensure efficiency within the Department.

**MAIN FUNCTIONS OF THE JOB**

**Office Administration**
- Answers all incoming call and handles caller’s inquiries when the need arises
- Re-directs calls as appropriate and takes adequate messages when required
- Coordinates any general maintenance with third party contractors required for the office as requested by the Facilities Department
- Greets, assist and/or directs visitors and clients
- Orders the required consumables and/or any other items as required for branches (applicable to GRO and Cape Town)
- Ensures all branch monthly accounts are paid in a timeous manner
- Handle all Travel Arrangements for managers
- Conducts sorting and distributing of all incoming mails and prepares Branch outgoing mail
- Managing the Petty Cash Account and relevant submissions to Head Office
- Arranges appointments and updates the Corporate Manager and Relationship Managers diary as and when required
- Sends mail internally to respective departments as well as external mail to clients timeously
- Orders stationary as and when required by corporate staff and submits internal order note to Administration department
- Submits any expense claim forms to HR department (when required)
- Updates Corporate client’s database with regards to the Top clients
- Requests from the finance department settlement figures as per client request, and logs accordingly once settled
- Extracts statements as per client requests, and liaise with clients regarding any statement queries
- Liaises with Conveyancing department in regard to bond cancellations, release of title deed as well as requests release of original logbooks as each deal is settled or requested by client.
- Requests and follows up on audit certificates and bank confirmations as and when required, and ensures fees are received for same

**Sales Administration**
- Requests and collates FICA information from clients and submits same to the technical support team timeously
- Attends to any debit order queries received, and logs any changes/suspensions with the Advances Technical Support Team timeously
- Assists clients with any deal related queries
- Logs and attends to any reimbursements and/or reconciliation requests with the Central Ops Debtors Team when required
- Ensures all fees/deposits/settlements are allocated to the correct account by submitting same to BSA Allocations team
- Any allocation queries received from BSA -Central Operations to be attended to
- Prints all legal agreements and relevant documents pertaining to deals for the respective managers
- Obtain the relevant transaction details and upload to Advances Technical Support log timeously for all revolving asset facilities and once -off motor vehicle and equipment facilities
- Ensure all conditions, fees and payments are logged onto the Advances Technical Support
- Ensure all legal agreements and documents pertaining to deals are signed correctly and dispatched timeously
- Extract Musharaka Sale of Units document (when applicable) to send to clients and upload onto Credit Work Log within 5 days of payout
- Attends to all valuation quotes and instructions, ensuring all requests are followed up with and recorded on the tracking schedule
- Reconciles Valuator Statements on a monthly basis and facilitates payments monthly
- Assists in preparing trade and asset markup letters as and when required the Profit Markup changes
- Ensures maintenance of new Metro file system by ensuring customer information is scanned and placed in file on an ongoing basis (up until all files have been dispatched)

**QUALIFICATIONS**
- Matric
- Relevant Diploma/Degree will be an advantage
- Computer skills

**PREFERRED EXPERIENCE**
- At least 1 years’ experience within a Financial Services institution
- General banking experience would be an advantage

**KNOWLEDGE**
- Microsoft Office at an intermediate level.
- Bank Procedures.
- Credit Policies and Procedures.
- National Credit Act (NCA).
- Strong administrative skills.
- Financial Intelligent Centre Act (FICA) policies & procedures.
- Knowledge in Shariah laws and principles
- Knowledge on Banks products and services

Market related salary on offer

**Job Types**: Full-time, Permanent

**Experience**:

- financial services or banking: 1 year (required)

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