Financial Assistant

CFS Recruitment; Gauteng; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A reputable recruitment agency in South Africa is seeking a finance professional to manage broker commission payments and reconcile accounts. The ideal candidate has a Matric Certificate and at least 3 years of relevant finance experience, with advanced MS Excel skills. Familiarity with Pastel Evolution is advantageous. The role values initiative, ownership, and problem-solving within a fast-paced, professional environment.

Qualifications

• At least 3 years of relevant experience in finance.
• Willingness to work overtime when required.

Responsibilities

• Accurately prepare, process, and report broker commission payments.
• Serve as the main liaison for broker queries.
• Perform premium account reconciliations and support debtor follow-ups.
• Suggest and implement process improvements.

Skills

Advanced MS Excel skills

Fluent in English

Ability to understand Afrikaans

Problem-solving

Initiative

Education

Matric Certificate

Relevant finance qualification

Tools

Pastel Evolution

Job description

Key Responsibilities

• Accurately prepare, process, and report broker commission payments within set deadlines
• Serve as the main liaison for broker queries and feedback
• Perform premium account reconciliations and support debtor follow-ups
• Manage binder and outsource fee processes
• Suggest and implement process improvements to increase department efficiency
• Maintain clear, professional communication with brokers and internal teams

What You’ll Need Minimum Qualifications & Experience:

• Matric Certificate (essential)
• At least 3 years of relevant experience in finance (essential)
• Advanced MS Excel skills (critical/non-negotiable)
• Previous use of Pastel Evolution (advantageous)
• Previous work in the financial services sector (advantageous)
• Relevant finance qualification (advantageous)
• Own reliable transport

Additional Requirements:

• Fluent in English with the ability to understand Afrikaans
• Willingness to work overtime when required

What We Value

• Ownership & Accountability: You take pride in your work and ensure tasks are completed accurately and efficiently, seeing them through from start to finish.
• Continuous Improvement: You welcome learning new systems and processes, and you easily apply new knowledge while proactively suggesting improvements.
• Problem Solving: You investigate issues thoroughly and find solutions, rather than just passing problems on.
• Initiative: You act without needing constant reminders and enjoy taking charge of your responsibilities.

Ready to take the next step in your finance career?
If you meet the requirements and enjoy working in a fast-paced, professional environment, we encourage you to apply!