Posted on: 26 February 2025
ID 932139

Member Support Assistant

Job title : Member Support Assistant

Job Location : Gauteng, CenturionDeadline : March 12, 2025Quick Recommended Links
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Responsibilities
  • Oversee and coordinate day-to-day administrative tasks within the back office
  • Act as first line of support to all inbound enquiries and handle day-to-day queries
  • Act as the first line of responsibility for approving transactions within established limits
  • Perform document control, and maintain detailed and organized documentation related to financial transactions, approvals, and any discrepancies
  • Capture, prepare and process financial transactions in the Credit Ease system, and ensure all up-to-date documents are linked on Credit Ease system
  • Issue statements, border letters, settlement quotes, paid-up letters, and request refunds and submit for approval
  • Process credit balances daily, allocate payments of bank direct deposits, and prepare and process journals
  • Maintain internal and external relationships including members, colleagues and management
  • Collaborate with team members to ensure smooth process workflow and timely completion of tasks
  • Identify opportunities for process improvement within the back-office functions and contribute to the implementation of enhancements
  • Manage and organize data, ensuring its accuracy, completeness, and confidentiality.
  • Conduct thorough verification of financial transactions, ensuring accuracy and compliance with internal policies and regulatory requirements
  • Build, support and maintain interpersonal and team relationships to ensure stable working environment and achievement of team objectives
  • Liaise with internal departments, members, and external partners to resolve issues, obtain and clarify information, and ensure smooth operations
  • Adhere to statutory regulations, organisational standards, policies and procedures
  • Report non-compliance and implement remedial action(s)
  • Complete and execute Performance Contract
  • Complete and execute Individual Development Plan
  • Attend learning and development courses
  • Participate in peer and team learning initiatives
Qualifications
  • Grade 12 with Mathematics and/or Accounting (Essential)
  • Post secondary non-tertiary education (Essential)
  • Diploma in Accounting, Finance or related field (Advantageous)
Experience
  • 2 years operational experience in financial services sector (Essential)
  • 1 to 2 years call centre experience (inbound and/or outbound)
  • Administrative / Management jobs
Occupation:
Finance jobs


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