Job Opportunities in South Africa

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