Financial / Commercial Assistant

7 days ago


Somerset West, South Africa Helderberg Personnel Full time

commercial assistant|financial assistant

Typically you would input transactions on to the system, troubleshoot concerns on transactions and loads, liaise with clients and monitor acounts receivable and payable.

Duties continued:

- Coordinate billing and inventory control for all assigned loads
- Maintain contact with assigned customer accounts
- Data entry and management of all assigned customer orders, loads, and customer correspondence
- Manage assigned customer problems with load queries
- Maintain current and up to date daily invoicing and various customer/management reports
- Demonstrate regular attendance and timeliness in reporting to work, meetings and completing assignments
- Accounts receivables and problem resolution
- Sales and accounting support as assigned
- Other general administrative duties as assigned

**Requirements**:

- Qualification in Account/ Administration and/or equivalent professional work experience in related field required
- Ability to work and interact well with others
- Strong Microsoft Office Excel skills preferred
- Ability to multi-task in a fast-paced environment
- 1+ years’ experience in a trading environment preferred, or 3+ years in a business environment
- Prior experience with accounts receivable or collections preferred
- Ability to work in a team environment
- Strong customer service commitment
- Ability to maintain confidential information
- Strong communication skills
- Excellent interpersonal skills
- Ability to work at a very detailed level



  • Somerset West, South Africa Trulogic Financial Services Full time

    **About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...


  • Somerset West, South Africa Trulogic Financial Services Full time

    **About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

  • Financial Assistant

    7 months ago


    Somerset West, South Africa Helderberg Personnel Full time

    Opportunity Awaits! Are you a numbers enthusiast with a hunger for success? Do you dream of a career in the world of finance? Look no further! Our client based in the outskirts of Somerset West, has an opportunity for a junior Financial Assistant to kick start your journey toward a Bachelor of Commerce degree! financial assistant - Passion for numbers and...

  • Financial Assistant

    7 days ago


    Somerset West, South Africa Finovate Full time

    Our client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. **Responsibilities**: - Assist the Financial Manager in daily tasks like: - Reconcile various bank accounts - Various other recons (for example software subscriptions) - Update of fixed asset...

  • Financial Assistant

    7 months ago


    Somerset West, South Africa Helderberg Personnel Full time

    Well established company based in the outskirts of Somerset West has a vacancy for an Accounts Clerk / Financial Assistant with at least 2 years financial experience. An debtors clerk|financial assistant **Requirements**: - Grade 12 - A post-matric qualification in finance will be an advantage - Own transport - Computer literate (MS Excel essential) -...


  • Somerset West, South Africa Trulogic Financial Services Full time

    A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...

  • Commercial Underwriter

    3 months ago


    Somerset West, South Africa Phoenix Independent Advisors Full time

    **COMMERCIAL UNDERWRITER - SHORT-TERM INSURANCE** A well-established short-term Insurance Brokerage in **Somerset West** is looking to recruit a Commercial Underwriter. - Std 10/Grade 12, NQF level 4 accreditation including RE5 certificate - Up-to date CPD points - Minimum 5 years short term commercial and personal underwriting experience - Computer skills...

  • Commercial Coordinator

    9 months ago


    Somerset West, South Africa Camino Recruit Full time

    Cape Five, a well-known fruit exporting company in Somerset West, has an exciting job opportunity available for a Commercial Coordinator, who is organized, a strong administrator and who enjoys working in a fast-paced environment. The employee occupying this position will work within the Commercial department and will be responsible for providing...


  • Somerset West, South Africa Woolworths Financial Services Full time

    **About us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...


  • Somerset West, South Africa Rohloff Group Full time

    **Key Responsibilities**: - Provide administrative support to the Finance Executive, including managing calendars, scheduling meetings, and booking travel arrangements. - Manage diaries for the Finance Executive and other members of the Finance Team, ensuring effective time management and coordination of meetings and appointments. - Assist in processing...


  • Somerset West, South Africa Flex Wind South Africa Full time

    The Project and Commercial Coordinator is responsible for coordinating the commercial process and managing projects, ensuring that Client requests are fulfilled efficiently and within deadlines. This role bridges communication between clients, sales, and project teams to support client satisfaction and successful project delivery. **Key...


  • Somerset West, South Africa Chase Life and Wealth Full time

    Key Responsibilities: - Client Support: - Provide information on financial services, claims processes, and assist clients in completing forms or handling account-related matters. - Manage client communications professionally and ensure all needs are met. - Administrative Support: - Assist the Financial Adviser in preparing and managing client portfolios,...


  • Somerset West, Western Cape, South Africa Arvo Full time

    Job Title: Chief Financial Officer AssistantJob Overview:We are seeking a highly skilled and experienced Chief Financial Officer Assistant to join our team at Arvo, a rapidly growing South African software company specializing in property management solutions.Key Responsibilities:Maintain accurate financial records and documentation.Update and maintain...

  • Junior Bookkeeper

    2 weeks ago


    Somerset West, South Africa Helderberg Personnel Full time

    accounts|assistant to financial manager|cashbook|junior bookkeeper Duties including but not limited to: - Capturing of bank statements, bond accounts, interest schedules - Capturing supplier and customer invoices - General bookkeeping - Reconciliation of bank accounts, statements and invoices - Reconciliation of debtors and creditors - General...


  • Somerset West, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 7872 NB **Consultant**: Nine Broodryk Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. COMMUNICATION and CLIENT INTIMACY Follow up on various instructions with internal and external stakeholders Phone client to request documents and schedule...


  • Somerset West, South Africa Lexdan Select Full time

    Lexdan Select is assisting a Short-Term Insurance brokerage with their search for a Commercial Underwriter, based in Somerset West. Functions: - Servicing and maintenance of commercial insurance portfolios - Processing commercial portfolios monthly and annual renewals timeously - Administering client files within insurance software and uploading required...


  • Somerset West, South Africa Finovate Full time

    Our client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. Ideally we are looking for a young individual that is studying parttime, but would like to earn a basic salary in the meanwhile. **Responsibilities**: - Assist the Financial Manager in daily...

  • Investment Assistant

    7 months ago


    Somerset West, South Africa Merand Corbett & Associates Full time

    Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team. If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply. **Requirements**: - Grade 12 / Matric - Bachelors degree in either...


  • Somerset West, South Africa HeadHunters Full time

    **Reference** - PE002161/RW**Location** - Western Cape, Somerset West**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services industry **is currently looking to employ a **Financial Planning Partner Assistant based in Somerset West.** **A wonderful career opportunity awaits...


  • Somerset West, South Africa Finovate Full time

    **Description** Our client, a business consulting agency in **Somerset West**, is looking for a dynamic person to join their team as a **Financial Accountant** with expert knowledge on all aspects of accounting and compliance for SME businesses. They will form part of a project management team and will be focused on empowering the wider team to operate at...