Financial Administrator

2 days ago

Cape Town, Western Cape, South Africa Guardrisk Full time R200 000 - R250 000 per year
Introduction

Zest Life Investments is looking for a detail-driven, organised, and proactive Financial Administrator to join our Finance team. If you're passionate about accuracy, enjoy solving problems, and thrive in a fast-paced environment, this role offers the perfect opportunity to grow your finance career.

You'll play a key part in managing premium collections, resolving queries, balancing accounts, and supporting both internal teams and external stakeholders with exceptional service.



Role Purpose

To keep our financial operations running smoothly by ensuring every premium is processed accurately, every query is resolved efficiently, and every account balances perfectly. This role is all about being the link that keeps our premium collections flowing, supporting our clients and partners with confidence, and contributing to a Finance team that thrives on precision, teamwork, and excellent service.



Duties & Responsibilities
  • Reviewing accuracy and completeness of policy premium debit orders
  • Investigating and escalating discrepancies, ensuring it is addressed
  • Processing of policy premium debit orders
  • Managing the premium collection mailbox
  • Provide accurate and timely feedback on premium queries
  • Processing premium transactions and journals
  • Balancing the premium accounts to transactions on system
  • Investigating and resolving unallocated transactions
  • Monitoring system exception reports and taking appropriate action
  • Credit control processing and escalation
  • Reviewing and sending out billing schedules for group policies according to timelines maintaining excellent service level to clients
  • Liaise with employer contract person for groups to ensure accurate and timely receipt of payments
  • Develop and maintain productive relationships with internal and external stakeholders
  • Manage and prioritise own workload according to team priorities, acting in the best interest of the company


Requirements
  • Matric
  • Financial qualification
  • At least 2 Years' experience in finance department


Competencies
  • Attention to detail and a high level of accuracy
  • Intermediate Excel skills
  • Strong interpersonal and communication skills
  • Proven ability to work effectively in a team environment
  • Time management and problem-solving skills

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