Finance Admin & Transfers Specialist

Compitant Candidates; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Compitant Candidates in Pretoria is seeking an experienced administrative professional to support office processes related to financial services. The role requires bilingual fluency in English and Afrikaans and Matric, with at least four years in an administrative support capacity.

You will manage transfers, resignations, invoicing allocations, and general process documentation, providing timely feedback to heads of departments and ensuring SLA compliance across daily tasks and special projects.

Qualifications

• Matric is required.
• 4+ years of experience in an administrative support role in financial services.
• Bilingual English/Afrikaans is preferred.

Responsibilities

• Handle internal and external client and commission transfers per SOP.
• Book acquisitions in line with procedures.
• Verify completeness of transfer forms and follow up on outstanding requirements.
• Provide weekly progress feedback to HOD.
• Manage resignations process per SOP and liaison with departments on deadlines and communications.
• Maintain documents and resignations register to ensure integrity.
• Attend to enquiries and ensure SLA deadlines are met.
• Manage tax directive process per SOP.
• Arrange/courier business cards and marketing materials; manage invoicing allocations.
• Liaise with advisors and business development on queries and updates.
• Assist with general and special projects as required.
• Support division head with divisional activities as needed.

Skills

Fluent English

Afrikaans

Education

Matric

Job description

Compitant Candidates in Pretoria is seeking an experienced administrative professional to support office processes related to financial services. The role requires bilingual fluency in English and Afrikaans and Matric, with at least four years in an administrative support capacity.

You will manage transfers, resignations, invoicing allocations, and general process documentation, providing timely feedback to heads of departments and ensuring SLA compliance across daily tasks and special projects.