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Financial Operations Coordinator

2 weeks ago

Centurion, Gauteng, South Africa AVBOB South Africa Full time
Job Overview

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Operations Coordinator.

Your primary focus will be on evaluating and processing broker applications within department turnaround times, ensuring that all requirements are met and background checks are facilitated.

You will also be responsible for updating application status on systems and communicating with relevant stakeholders, as well as reconciling broker codes and maintaining accurate records.

In addition, you will evaluate and process requests for broker contracts, compile addenda, and send them for authorization.

Your excellent communication skills will enable you to effectively communicate any broker changes to all stakeholders and ensure that all documentation is filed accordingly.

Furthermore, you will generate termination and suspension letters to brokers not meeting required standards and ensure that all investigations are recorded and reported to management.

You will also facilitate annual Personal Service Provider status verification of contracted brokers to ensure compliance with tax legislation and administer BBB-EE.

Other responsibilities include investigating received broker requests from business stakeholders, New Business, and Complaints department, as well as requesting and scrutinizing broker-issued business reports.

Lastly, you will provide administration support to brokers, external broker call centers, group schemes, and benefits, and assist with department functions in case of absenteeism and branch inquiries.