Financial Assistant

Talent Sam; Cape Town; On-site; ZAR 150,000 - 250,000; Full time

Job summary

An established industry player is looking for a detail-oriented Financial Assistant to join their dynamic team. This role involves reviewing bank statements, communicating with clients, and managing administrative tasks to streamline the funding process. The ideal candidate will possess strong organizational and communication skills, along with a solid background in financial services. Join a collaborative environment where your contributions will directly impact client satisfaction and operational efficiency. If you are proactive and detail-focused, this opportunity is perfect for you!

Qualifications

• Experience as a Bookkeeper or in a financial services role is required.
• Strong understanding of bank statements and financial documentation.

Responsibilities

• Review and organize bank statements for financial information.
• Engage with clients to guide them through the funding process.

Skills

Financial Analysis

Data Entry and Management

Client Relationship Management

Problem-Solving and Critical Thinking

Multitasking and Time Management

Education

Experience in financial services or administrative support

Customer service experience

Tools

Microsoft Office Suite (Excel, Word)

CRM software

Job description

We are seeking a detail-oriented and proactive Financial Assistant to join our team. The primary responsibilities of this role include reviewing and scrubbing bank statements, as well as directly communicating with clients to guide them through the funding process. The ideal candidate should have excellent organizational skills, strong communication abilities, and experience in financial services or administrative support.

Key Responsibilities:

• Bank Statement Scrubbing:

  • Review, analyze, and organize bank statements to identify relevant financial information.

  • Accurately extract and record data such as deposits, expenses, and cash flow for funding assessment.

  • Ensure all financial documents are complete, accurate, and free of discrepancies.

• Client Communication & Support:

  • Engage with clients via phone, email, or chat to guide them through the funding process, ensuring they understand the requirements and next steps.

  • Assist clients in gathering necessary documentation, such as bank statements, identification, and other required paperwork.

  • Address client questions and concerns, providing clear and concise explanations of the funding process.

  • Follow up with clients to ensure all information is submitted promptly and accurately.

• Administrative Tasks:

  • Maintain detailed records of client interactions, funding progress, and documentation received.

  • Coordinate with internal teams to streamline the funding process and resolve any issues that may arise.

  • Update and manage client information in CRM software to ensure accurate data tracking.

Qualifications:

• Previous experience as a Bookkeeper or in a financial services role is required.

• Strong understanding of bank statements and financial documentation.

• Excellent communication skills, both verbal and written.

• Highly organized, with the ability to manage multiple tasks and priorities.

• Proficient in Microsoft Office Suite (Excel, Word) and CRM software.

• Strong attention to detail and the ability to work independently.

• Customer service experience is a plus.

Key Skills:

• Financial Analysis

• Data Entry and Management

• Client Relationship Management

• Problem-Solving and Critical Thinking

• Multitasking and Time Management