Finance & Admin Specialist: Data, Reporting, Service

Old Mutual; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking an experienced administrative professional to support various operational tasks. The candidate should possess strong skills in Microsoft Office and have a minimum of 3 years’ experience in the Financial Services Industry. Key responsibilities include scheduling, correspondence preparation, data analysis, and client query resolution. The ideal candidate should demonstrate effective communication skills and the ability to work under pressure. This role offers growth opportunities within a reputable organization.

Qualifications

• Matric and a minimum of 3 years working experience in the Financial Services Industry.
• Degree is advantageous.
• Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).
• Knowledge and experience of processing.
• Ability to work under pressure, Initiative, Good judgement and problem-solving skills.
• Excellent verbal & written communication skills.

Responsibilities

• Perform routine administrative duties, including drafting correspondences, scheduling appointments.
• Prepare routine letters, email, minutes of meetings, and reports.
• Design own monthly schedule and assign work to others.
• Produce accurate reports by collecting data from various sources.
• Monitor and analyze data using budgeting systems.
• Handle inbound/outbound calls, guide clients, and resolve queries.

Skills

Accounting

Action Planning

Budget Management

Calendar Coordination

Computer Literacy

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Executing Plans

Financial Acumen

Management Reporting

Numerical Aptitude

Oral Communications

Report Review

Education

NQF Level 5 or equivalent

Job description

A leading financial services provider in South Africa is seeking an experienced administrative professional to support various operational tasks. The candidate should possess strong skills in Microsoft Office and have a minimum of 3 years’ experience in the Financial Services Industry. Key responsibilities include scheduling, correspondence preparation, data analysis, and client query resolution. The ideal candidate should demonstrate effective communication skills and the ability to work under pressure. This role offers growth opportunities within a reputable organization.