Financial Assistant

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Review, analyze, and structure bank statements to extract pertinent financial data.

• Accurately gather and document information such as deposits, expenditures, and cash flow for funding evaluation.

• Ensure all financial records are thorough, precise, and devoid of inconsistencies.

• Communicate with clients via phone, email, or chat to assist them through the funding procedure.

• Help clients compile necessary documentation, including bank statements, identification, and other essential paperwork.

• Respond to client inquiries and concerns, offering clear and straightforward explanations of the funding process.

• Follow up with clients to guarantee that all information is submitted in a timely and accurate manner.

• Keep detailed records of client communications, funding advancements, and received documentation.

• Collaborate with internal teams to optimize the funding process and address any issues that may emerge.

• Update and maintain client information in CRM software to ensure precise data tracking.

⛳️ Requirements

• Prior experience as a Bookkeeper or in a financial services position is essential.

• Strong comprehension of bank statements and financial documents.

• Exceptional communication abilities, both verbal and written.

• Highly organized, capable of handling multiple tasks and priorities simultaneously.

• Proficient in Microsoft Office Suite (Excel, Word) and CRM software.

• Keen attention to detail and the capacity to work autonomously.

• Customer service experience is advantageous.

🏝️ Benefits

• None specified