Financial Administrator

Recruiter:

CFS Recruitment

Job Ref:

2206680315

Date posted:

Tuesday, February 8, 2022

Location:

Pretoria, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

My insurance client in Pretoria East is looking for a Financial Administrator.

Minimum requirements:

Matric
1 year plus experience as an administrator within the Financial Services Industry.
Ms Office

Duties:

Calling for astute, policy inform, paid-up quotes, etc

Responsible for ensuring all applications/quotes are completed and then checked for accuracy on submission from broker
Ensure that all applications are submitted to relevant product providers within the relevant timelines
Follow-ups and tasks to be completed within 2 days unless otherwise specified
All tasks to be updated via notes section on CRM every time action is taken
Continuous updates of specific reports as required
Maintain a professional relationship with relevant product providers/brokers/managers.
Comply with all internal quality/compliance controls.
Liaise and update brokers on all outstanding documentation/requirements
General office duties
Responsible for ensuring all queries are responded to within 1 day.
Assist fellow team members as required.
Attend all product or other training as required.
Responsible for ensuring emails are attended to before close of business each day.
General servicing requests as required by the advisors
Commission error adjustments
Capture all policies on CRM as required once acceptance is received
All policies must be captured with the least amount of errors i.e. maximum of 2% error margin on a monthly basis.
Complete processing within the required time frames as determined by the COO
Complete and e-file all applications per month, as required
All new applications to be e-filed within a specific time frame as required

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Administrator
Location: Johannesburg
Salary: 240000 Annually
A growing organization within the trading and distribution sector is seeking a detail-oriented financial administrator to support their finance function while working closely with the sales team to ensure accurate billing, collections, and financial administration.
4 days ago

Junior Financial Administrator
Location: Fourways
Salary:
Job PurposeThe Junior financial administrator provides support to the finance and accounting team by assisting with day-to-day financial operations, record-keeping, and reporting. This role ensures accurate financial data management, helps maintain compliance, and contributes to smooth financial operations within the organization. Key Responsibilitiesfinancial AdministrationAssist with accoun...
4 days ago

Financial Administrator
Location: Johannesburg
Salary:
Our client in the Mining Industry is looking for a financial administrator that has experience in a project based environment with an Accounting background (financial/Cost Accounting). The successful candiate would need hands on experience with budget forecasting, expenditure tracking, and CAPEX/OPEX management, advanced proficiency in Microsoft Excel and financial reporting tools, Cost control an...
9 days ago

Financial Administrator - Contract (Financial Services/Insurance)
Location: Johannesburg
Salary: 300000 Annually
Explore new opportunities today!
10 days ago

Financial Administrator
Location: Pretoria
Salary: 300000 Annually
Are you a detail-driven financial administrator who thrives on accuracy, structure, and strong financial controls?
16 days ago

Financial administrator
Location: Johannesburg
Salary:
We are a well-established company operating within the mining industry, seeking a detail-oriented and reliable financial administrator to join our finance team. The successful candidate will be responsible for supporting day-to-day financial operations, ensuring accurate record-keeping, timely invoicing, and effective financial administration in a fast-paced mining environment.
17 days ago

Financial Administrator
Location: Johannesburg
Salary:
Ready to take control of the numbers in a fast-moving mining environment where precision and performance matter? If yes, this is the perfect role for you.
17 days ago

Financial administrator
Location: Pretoria
Salary:
We are looking for a motivated and detail oriented financial administrator Intern to join our team within the medical industry. This internship is ideal for a candidate seeking practical experience in financial administration while gaining exposure to medical and healthcare financial operations.
18 days ago

Financial Administrator
Location: Centurion
Salary: Annually
Responsible for the reviewing and preparing invoices relative to all projects in our clients Management Programme portfolio.
42 days ago

Financial Administrator / Junior Accountant
Location: Pretoria
Salary: Monthly
Area: Val-de-Grace, Pretoria EastOffice based positionWorking Hours: Full time - Monday to FridayOur client is seeking a detail-oriented, self-driven, and highly organised financial administrator / Junior Accountant to join our client’s finance team.This is an exciting opportunity for a motivated individual who thrives in a fast-paced and evolving business environment and is eager to grow wi...
17 days ago

Financial Administrator

Similar jobs you might be interested in:

Create a free job alert for Financial Administrator in Pretoria