Credit Controller

Origin Financial Holdings; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A financial services firm in Cape Town seeks a dedicated Credit Controller to oversee Account Receivables and support effective credit control. Candidates should have a minimum of 3 years of relevant experience, strong knowledge of accounting practices, and be bilingual in English and Afrikaans. Proficiency in Xero Accounting and excellent computer skills are advantageous. This role requires good organizational abilities and a professional attitude.

Qualifications

• Minimum 3 years industry-specific credit control experience.
• Comprehensive knowledge of accounting practices and procedures.
• Accounting diploma beneficial.
• Registered as Representative of related FSP FAIS legislature requirements.

Responsibilities

• Track Account Receivables and provide ageing reports.
• Evaluate and enhance credit control protocols.
• Manage debtor collections and issue statements.
• Perform daily bank reconciliations.
• Generate monthly invoices and process credit notes.

Skills

Debtor Collections

Credit Control

Accounting Practices

Bilingual (English and Afrikaans)

Excellent Computer Skills

Education

High school diploma

Tools

Xero Accounting

Google Docs

WorkPool

Job description

Overview

We are seeking a dedicated Credit Controller to oversee Account Receivables and support our Fiduciary departments ensuring effective credit control and cash flow management.

Responsibilities

• Track Account Receivables and provide ageing reports to management for cash flow projections.
• Evaluate and enhance credit control protocols fully adhering to credit policy and procedures.
• Manage debtor collections issuing interim / monthly statements and conducting timely follow-up via emails and calls.
• Maintain Age Analysis Reports with progress comments report delinquent accounts to the Group Senior Credit Controller.
• Perform daily bank reconciliations; ensure bank accounts match statements.
• Process monthly Debit Order instructions for submission.
• Draft fee proposals and assist Trust department administratively.
• Generate monthly annual and daily debtor invoices process credit notes accurately.
• Maintain and update client profiles; manage direct client and Fiduciary department communications.
• Attend cash flow and related meetings contributing reports as required.
• Foster good working relationships across branches and departments.
• Adhere to company rules and policies; maintain a positive professional attitude.
• Work accurately under pressure meeting all deadlines consistently.

Qualifications & Skills

• Minimum Qualifications & Experience: Grade 12 with experience in Debtor Collections / Credit Control.
• Minimum 3 years industry-specific credit control experience.
• Comprehensive knowledge of accounting practices and procedures.
• Accounting diploma beneficial but not mandatory.
• Fully bilingual in English and Afrikaans.
• Fiduciary knowledge advantageous.
• Excellent computer skills; experience with Xero Accounting beneficial.
• Workpool & Google Docs Knowledge: 3 - 5 years experience; Industry related Qualification; Registered as Representative of related FSP FAIS legislature requirements (RE1 and RE5); Responsible for meeting the CPD requirements; Continue to meet all Fit and Proper requirements as per the latest legislation. This role requires frequent business travel.

Education

High school diploma or equivalent. Additional qualifications in office administration are a plus. Proven work experience as a Receptionist, Front Office Representative, or similar role. Proficient in Google Office Suite and / or MS Office. Strong IT skills are an advantage. Experience and ability to operate the WorkPool system is advantageous. Strong verbal and written communication skills. Excellent organisational and multitasking abilities. Professional attitude and appearance.

Key Skills

Administration, Credit Control, Copy Editing, EMC, Back Office Support

Employment Details

• Employment Type: Full Time
• Experience: years
• Vacancy: 1