Job Title : Financial Assistant
Sector Title : Banking/Finance
Area : Randburg
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Our client is searching for a Financial Assistant who will be responsible for financial administration and collections The successful candidate would be one who displays excellent customer service skills a very good communicator with excellent and oral skills as well as being able to deliver as per their KPIs
Key Performance Areas
Disputed and RD Debit Orders
Draw List from Realpay on a daily basis and Action on Majestic Pastel and Realpay
Enter figures into Pastel
Call students for payment arrangements
If you can&rsquot get hold of them set follow up task for the following day and try again until you get hold of them
Collections General
Call students and on the RD list to make payment arrangements
If a student has made a payment in the previous month you must look at the Outstanding Balance
Add notes on Majestic after each call
Adjust Realpay debit orders and banking details as required
Follow RealPay Workflow Procedures
Assist with outstanding balance queries
Check weekly on a Monday
Do Realpay recon after month end
Load debit order Reg fees on Realpay after creating the student on Pastel update Realpay Reg Fees spreadsheet
Do letters of Registration when required
Letters of Demand
Issue Letters of Demand for Disputed Debit Orders
Check Monthly students and issue Letters of Demand where necessary
Monitor and follow up on payments set tasks on Majestic
Updating of Information on Majestic and Pastel
Always check that the Pastel statement is correct and that the student is in the correct Pastel category
Always check the information is correct on Majestic and always confirm email address and contact number
Ensure that all notes on Majestic are correct comprehensive and that it makes sense
Month End
Assist with all month end procedures on Pastel and Realpay
Assist with Statement Run checks
Assist with Collection Reports
Requirements
Matric
Tertiary qualification would be advantageous
Must very well spoken and be able to communicate effectively
Must be resilient and be able to be meet their Key Performance Areas
Must have good time management skills
Salary Market related
Please forward updated your resume in MS Word with your application Note if no correspondence is received within 6 weeks of your application please consider your application as unsuccessful