Financial Operations Specialist

1 month ago


Port Elizabeth, Eastern Cape, South Africa Talent Sam Full time

About the Role:

Talent Sam is seeking a highly skilled Financial Assistant to join our team. As a Financial Assistant, you will play a crucial role in reviewing and scrubbing bank statements, as well as communicating with clients to guide them through the funding process.

Responsibilities:

  • Bank Statement Scrubbing:
    • 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:
    • Engage with clients via phone or email to guide them through the funding process, ensuring they understand the requirements and next steps.
    • 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.

Salary: $45,000 - $60,000 per year, depending on experience.

About Us:

Talent Sam is a leading recruitment agency dedicated to helping professionals find their ideal job opportunities. We value innovation, teamwork, and customer satisfaction.

Location: Remote work options available.



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