- Client Relations
Vet new client applications and prepare relevant service agreements
Maintain comprehensive, up-to-date client files
Upload all client documentation to DocFox and follow risk assessment, reporting and execute updates mandates by FIC
Client Services
Process client cancellations and update client records as needed
- Financia, l Administration & Debt Management
Record SOPs , provide SOP training, update and manage SOP repository, ensure review intervals are complete and recorded
Debt Management
Follow up on outstanding accounts and establish payment arrangements
Financial Administration
Allocate EFT payments from bank statements to client accounts
Prepare and submit weekly and monthly statements to clients
Banking Activities
Perform account verifications and beneficiary setups
Maintain account names
Maintain account retainer balances
- Sales & Order Fulfillment
Conduct ten (10) cold calls per day to schedule introduction meetings / update datasbase
Order Processing
Manage hardware orders, including client invoicing and supplier coordination
Perform quality checks and arrange courier services
- Inventory Management
- Human Resources
Conduct initial interviews with shortlisted candidates
Manage leave records, monitor attendance, and issue warnings as directed by management
Maintain training records, organise training sessions
- Reporting & Compliance
Compile and submit weekly and monthly activity reports to management
Compliance
Maintain a FIC-compliant reporting system and file necessary reports
- Office Management & Executive Assistance
Manage the Managing Directors calls, messages, and schedule
Coordinate and schedule meetings and appointments
Office Management
Organize and maintain company documentation
Ensure a tidy, well-stocked office environment
Collaborate with vendors and service providers as needed
Requirements
Education & Experience
Minimum Of Five (5) Years Working Experience
Prior bookkeeping experience is advantageous
Technical Proficiencies
Intermediate-level proficiency in Excel and Word
Familiarity with basic accounting principles
Competence in filing and document management
Soft Skills
Excellent time-management and organizational abilities
Strong interpersonal and communication skills
Goal-oriented with proven problem-solving capabilities
Positive, trustworthy, and self-motivated outlook
Additional Requirements
Valid drivers license and reliable personal transport
Benefits Salary: R15, 000 R20, 000 per month
Performance Bonus: R2, 000 (monthly - based on weekly performance-based)
Employment Type: Three-Month Contract (with potential for permanent placement)
Working Hours
Monday to Thursday: 8:00 AM 5:00 PM
Friday: 8:00 AM 4:00 PM







