Job Description

Purpose:Provide effective and efficient administrative functions in the membership support unit. Ensure seamless coordination of administrative duties, perform thorough verification and approval processes as a first-line responsibility, and manage data related to financial transactions.Responsibilities:

• Oversee and coordinate day-to-day administrative tasks within the back office
• Act as first line of support to all inbound enquiries and handle day-to-day queries
• Act as the first line of responsibility for approving transactions within established limits
• Perform document control, and maintain detailed and organized documentation related to financial transactions, approvals, and any discrepancies
• Capture, prepare and process financial transactions in the Credit Ease system, and ensure all up-to-date documents are linked on Credit Ease system
• Issue statements, border letters, settlement quotes, paid-up letters, and request refunds and submit for approval
• Process credit balances daily, allocate payments of bank direct deposits, and prepare and process journals
• Maintain internal and external relationships including members, colleagues and management
• Collaborate with team members to ensure smooth process workflow and timely completion of tasks
• Identify opportunities for process improvement within the back-office functions and contribute to the implementation of enhancements
• Manage and organize data, ensuring its accuracy, completeness, and confidentiality.
• Conduct thorough verification of financial transactions, ensuring accuracy and compliance with internal policies and regulatory requirements
• Build, support and maintain interpersonal and team relationships to ensure stable working environment and achievement of team objectives
• Liaise with internal departments, members, and external partners to resolve issues, obtain and clarify information, and ensure smooth operations
• Adhere to statutory regulations, organisational standards, policies and procedures
• Report non-compliance and implement remedial action(s)
• Complete and execute Performance Contract
• Complete and execute Individual Development Plan
• Attend learning and development courses
• Participate in peer and team learning initiatives

Qualifications:

• Grade 12 with Mathematics and/or Accounting (Essential)
• Post secondary non-tertiary education (Essential)
• Diploma in Accounting, Finance or related field (Advantageous)

Experience

• 2 years operational experience in financial services sector (Essential)
• 1 to 2 years' call centre experience (inbound and/or outbound)

Knowledge and SkillsRegulatory environment (FICA, NCA, POPIA and Relevant Legislative knowledge)Analytical Skills and Financial AcumenProficiency in MS Office application (MS Word - Intermediate, MS Excel - Advanced, MS PowerPoint - Intermediate)Interpersonal and Internal and External Communication SkillsCoping under pressureConflict handling skillsProblem solving skillsTeamwork, Innovation, Trust, Ownership

iMasFinance