Customer Liaison Financial Administrator – Milnerton

SUMMARY:
Do you thrive in a customer service environment?

Our client in Milnerton is seeking a friendly and professional individual to engage with customers in person, over the phone and via email, in assisting with account queries and scheduling meetings.
This role offers a well-rounded mix of administrative tasks, finance-related responsibilities and client interaction.

Basic computer skills in MS Office are required, and full training will be provided on the company’s ERP systems.

POSITION INFO:
REQUIREMENTS

• Matric, or similar qualification
• 2+ years’ experience in Office Administration
• Valid driver’s license & own vehicle
• Well-groomed and professional appearance
• Professional communication in English & Afrikaans
• Intermediate computer skills: Outlook, MS Word, basic Excel, typing & problem-solving
• Basic accounting skills (Xero Accounting software training can be provided)
• Good telephone communication skills and etiquette
• A pleasant attitude and calm approach are essential for this role
• Applicants must have no criminal record
• Advantage: experience with medical aids & reimbursements

• Handle telephone calls
• Bookings
• Perform personal assistant duties for the owner from time to time (running an errand)
• Respond to emails, WhatsApp’s & enquiries
• Place, receive & manage orders/returns/couriers
• Stock control & management
• Invoicing, statements & payment follow-ups
• Patient filing & record management
• Write and submit medical aid motivations, compile quotations
• Prep medico-legal reports
• Administer accounts on Xero Accounting, liaise with accountants
• Monthly payroll submissions & commissions
• Conduct regular courtesy calls to patients