PERSONAL ASSISTANT & ADMINISTRATOR TO THE GROUP CREDIT MANAGER

Fidelity Services Group; Johannesburg; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Fidelity Services Group is seeking a highly organized Personal Assistant & Administrator to the Group Credit Manager at our Robertville office. You will provide administrative support, assist with credit administration, reporting, governance and BI activities, while coordinating with senior leaders.

Ideal candidates have 3–5 years in finance/credit environments, advanced Excel skills, and exposure to ERP systems like SAP or Coupa. Strong reporting and stakeholder liaison skills are essential.

Qualifications

• Diploma or Degree in Finance, Accounting, Business Administration, Credit Management or a related field.
• 3–5 years’ experience in a finance, credit control, administration or reporting environment.
• Experience consolidating management reports and working with large datasets.
• Exposure to debtor management, credit administration and financial reporting processes.
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, reporting and data analysis.

Responsibilities

• Providing administrative and operational support to the Head of Group Credit.
• Conducting credit checks and maintaining accurate records.
• Assisting with client contracts, onboarding and credit administration.
• Supporting financial processes, audits and finance-related requests.
• Managing vendor applications, supplier documentation and procurement requests.
• Processing Capex orders and related documentation.
• Supporting payroll administration, training requests and general office administration.
• Arranging meetings, preparing agendas and recording minutes.
• Supporting client and stakeholder engagement activities.
• Preparing and distributing weekly reports.
• Consolidating and analysing forecasts and WODR reports.
• Preparing and maintaining executive, credit risk, cashflow, debtor and other management reports.
• Assisting with ad hoc reporting, analysis, forecasting and collections-related requests.
• Coordinating monthly approval and reconciliation processes.
• Supporting technology and automation initiatives aimed at improving efficiency and reducing costs.
• Ensuring reporting deadlines are met and documentation is maintained accurately.

Skills

Excel advanced

Pivot Tables

VLOOKUP/XLOOKUP

MS Office

Data analysis

Education

Diploma or Degree in Finance, Accounting, Business Administration, Credit Management or related field

Tools

SAP

Coupa

Job description

PERSONAL ASSISTANT & ADMINISTRATOR TO THE GROUP CREDIT MANAGER

Fidelity Services Group is looking for a highly organised, detail-oriented and analytical Personal Assistant & Administrator to the Group Credit Manager to join our Group Credit team based at our Robertville office.

The successful candidate will provide high-level administrative and operational support to the Head of Group Credit, while assisting with credit administration, reporting, governance and business intelligence activities.

Minimum Requirements

• Diploma or Degree in Finance, Accounting, Business Administration, Credit Management or a related field.
• 3–5 years’ experience in a finance, credit control, administration or reporting environment.
• Experience consolidating management reports and working with large datasets.
• Exposure to debtor management, credit administration and financial reporting processes.
• Experience supporting senior management or executives will be advantageous.
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, reporting and data analysis.
• Proficiency in Microsoft Office Suite.
• Experience with SAP, Coupa or similar ERP systems will be advantageous.
• Strong reporting, analytical and presentation skills.

Key Responsibilities

The successful candidate will be responsible for:

• Providing administrative and operational support to the Head of Group Credit.
• Conducting credit checks and maintaining accurate records.
• Assisting with client contracts, onboarding and credit administration.
• Supporting financial processes, audits and finance-related requests.
• Managing vendor applications, supplier documentation and procurement requests.
• Processing Capex orders and related documentation.
• Supporting payroll administration, training requests and general office administration.
• Arranging meetings, preparing agendas and recording minutes.
• Supporting client and stakeholder engagement activities.
• Preparing and distributing weekly reports.
• Consolidating and analysing forecasts and WODR reports.
• Preparing and maintaining executive, credit risk, cashflow, debtor and other management reports.
• Assisting with ad hoc reporting, analysis, forecasting and collections-related requests.
• Coordinating monthly approval and reconciliation processes.
• Supporting technology and automation initiatives aimed at improving efficiency and reducing costs.
• Ensuring reporting deadlines are met and documentation is maintained accurately.

Competencies

We are looking for someone who demonstrates:

• Exceptional attention to detail and numerical accuracy.
• Strong organisational and time-management skills.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving ability.
• Ability to prioritise multiple tasks and work under pressure.
• Ability to work independently and meet strict deadlines.
• Professional, proactive and service-oriented approach.
• Ability to maintain confidentiality and exercise discretion.
• Strong administration and stakeholder liaison skills.

Why Join Fidelity Services Group?

This role provides an opportunity to work closely with senior leadership within the Group Credit function, while gaining exposure to credit management, financial reporting, governance, business intelligence and process improvement.

We reserve the right not to make an appointment to any advertised position. Whilst preference is given to existing employees at all times and the choice made is purely on merit, Historically Disadvantaged Candidates and Black Female Candidates are encouraged and supported in the FSG team.

Fidelity Services Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate.