Role and Responsibilities
CLIENT INTERACTION & SUPPORT
- Serve as the first point of contact for clients applying for financial aid.
- Engage with clients in a respectful, empathetic, and culturally sensitive manner.
- Guide clients through documentation requirements and explain assessment procedures.
- Handle sensitive or confidential information discreetly and respectfully.
- Schedule and coordinate client engagement and follow-ups whenever necessary.
ADMINISTRATIVE OPERATIONS
- Maintain accurate, up-to-date records of all client interactions and application statuses.
- Input and update data into the case management system.
- Ensure all documentation is properly verified and filed.
- Track application progress and follow up on outstanding information.
- Support analysts by preparing applications for review.
ASSESSMENT SUPPORT
- Assist the Analysts in gathering, validating, and formatting data required for eligibility decisions.
- Flag inconsistencies or incomplete submissions for follow-up and engage with and support the clients to achieve a complete submission.
- Participate in periodic reviews of applications and provide status updates to clients or internal teams.
- Assist clients with admin-related or inter‑organisational service referrals.
COMMUNICATION & COORDINATION
- Liaise with internal departments including social work, accounts, and care teams to support client needs.
- Communicate updates or changes to clients as directed.
- Maintain open lines of communication with clients, managing expectations and ensuring clarity on timelines.
Qualifications and Education Requirements
- Matric (Grade 12) with further administrative training preferred.
- 5–8 years of experience in an administrative or coordination role.
- Proven experience in client-facing roles requiring empathy, discretion, and high emotional intelligence.
Preferred Skills
- Strong data entry, document handling, and file management.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Excellent organisational skills and attention to detail.
- Excellent verbal and written communication.
- Able to maintain professional boundaries while delivering compassionate service.
- Conflict resolution and problem‑solving abilities in client interactions.
- Able to work independently while collaborating with a multidisciplinary team.
- Comfortable with deadlines, multitasking, and high‑volume caseloads.
- Flexible and adaptable to evolving policies and systems.
- Empathetic and client‑centered.
- Discreet and trustworthy.
- Proactive and solutions‑oriented.
- Resilient and emotionally mature.
- Committed to the values of dignity and service.