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My client, a well established Blue Star Financial Services business based in Bellville, needs the service of a new business (NUB) and investement assistant to support the Financial Advisors who specialise in financial planning of professional clients and must therefore posess over strong administrative and interpersonal skills. Core functions include: - Processing of new business and investment applications- Capture and submit new business applications timeously and do follow-ups when required- Manage and obtain outstanding documentation i.e. medical information, bank details, FICA doucument- General administration of client information on the data basis- Written and verbal communication with client such as the handling of client enquiriesJob Requirements: - Grade 12- Minimum of 3 years experience in a relevant financial services environment (especially long term insurance) and particularly if you have worked in a Financial or Insurance Brokerage environment- A working knowledge of S.Net and/or Sanfin will strengthen your application- The ability to work accurtely and independently without direct supervision and to deal with more than one issue simutaneously- Good communication skills in both English and Afrikaans- Grade 12Remuneration - Market related salary plus benefits negatiable depending on relevant experience- 13th cheque in December based on individual and business performance- 21 days annual leaveWorking hours Monday to Friday 8h00 to 16h30Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invited for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
Results for financial admin jobs in "financial admin jobs" in Western Cape in Western Cape
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Responsibilities:Receiving and directing incoming calls taking detailed messages.Make direct calls as required.Maintain a tidy and presentable reception area.Manage incoming and outgoing mail and deliveries.Schedule appointments and maintain visitor logs.Welcome staff, guests and visitors, making them comfortable and offering refreshments when required.Manage office supply requirements through stock take, distribution and ordering of relevant supplies (Stationery and office tools).Sending and receiving post and daily errands.Ordering groceries and flowers when required.Preparing purchase orders for financial invoices.Assisting with sending customer invoices and statements.Assisting managers when requested.Ensure filing is up to date for the creditors department.Sending proof of payments to vendors.Send copies of invoices and PODs as per request.Split customer invoices on a daily basis received from Stock Controller and attach to paperwork (POD, packing slip, picking list).Handle customer queries.Perform any other finance and admin duties as required.Requirements: Matric certificate.3+ years in a similar role.Numeracy skills.Computer literacy.Reliable transport.Must have good communication skills in English and Afrikaans.Drivers license.Ability to multitask.
https://www.jobplacements.com/Jobs/R/Receptionist-and-Finance-Admin-Clerk-1205592-Job-Search-07-23-2025-04-28-13-AM.asp?sid=gumtree
6mo
Job Placements
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Our client a national truck rental company is seeking to employ a General Manager to lead the team
The successful candidate will be responsible for a variety of daily and strategic operations, including leading staff, managing the fleet, ensuring customer satisfaction, and overseeing financial performance and compliance. Key duties include business development, operational efficiency, risk management, and implementing strategies to drive revenue and profitability for the business. Consultant Name: User User
1d
Service Solutions
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This is an entry-level opportunity with potential progression into a tax administrator or junior tax manager role, supported by mentorship and formal training.Qualifications:Certificate/Diploma in accounting, taxation, or related field (or studying toward it)Experience in a tax/accounting environmentFamiliarity with SARS eFiling, EasyfileInterest in pursuing further tax qualifications (e.g., SAIT, SAIBA)
https://www.jobplacements.com/Jobs/J/Junior-Tax-Admin-Clerk-1203609-Job-Search-07-16-2025-04-25-18-AM.asp?sid=gumtree
6mo
Job Placements
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Minimum Requirements:Grade 12Tertiary qualification (Finance, Business or Admin related)Strong attention to detail and accuracy Duties and Responsibilities:Accurately input, update, and maintain data in various databases and systemsReceive, process, and respond to rate requests from internal and external stakeholders.Verify the accuracy of rate requests and ensure compliance with company policies.Maintain records of rate requests and approvals.Assist in the administration and maintenance of customer credit facilities.Process credit applications and perform credit checks.Monitor credit limits and ensure timely collection of paymentsInvestigate and resolve invoice discrepancies and disputes in a timely and professional manner.Ensure all documents are accurately filed and easily accessible, whether online or hard copies PLEASE NOTE: Thank you for your interest in this position, we will review and be in touch if you are suitable. Due to the amount of applications we receive for each position, we are unable to respond to each one individually. Please accept your application as unsuccessful if you had no feedback within 7 days of applying. Your CV will remain on our database and we will be in touch for other suitable positions. *** In the meantime, please download our
https://www.jobplacements.com/Jobs/A/Admin-Support-1180288-Job-Search-01-08-2026-00-00-00-AM.asp?sid=gumtree
3d
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Job Title: Join our clients team as an Insurance Broker Consultant and support the network from an Inhouse positionInsurance Broker Consultant - InhouseLocation: CPT - Northern SuburbsReporting to: Sales ManagerSeniority Level: Mid Career (4 - 6 yrs exp)Type: PermanentSectors: Admin, Office & Support, Financial ServicesFunctions:Consultant, Broker Support, Insurance Administration, Matric, Industry qualificationKey Responsibilities:Support Broker network NationwideSales administration and informationCompliance and document controlCorrespondence and telephonic supportProduct support and support Life and Funeral
https://www.jobplacements.com/Jobs/B/Broker-Consultant-Admin-Inhouse-1250366-Job-Search-01-12-2026-04-18-06-AM.asp?sid=gumtree
17d
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EXPERIENCE AND QUALIFICATIONS:Accounting qualification, Financial Management or similarHonours degree advantageousMin 2 - 3 years experience in a similar role.RESPONSIBILITIES:Liaison / communication between the trading business and treasury in terms of longer term planning and how it links to cash flow and financing.Transfer information provided by Marketers and Admin teams to cash flow planning as well as to Credit team to ensure correct limits are implemented early.Understand how the financing components work in order to be able to analyse where gaps are.Understand how trading business works e.g. how each teams dynamics work in terms of seasons, type of financing, timelines of inventory etc.Be responsible for daily cash flow management.Use of systems to incorporate with submission to manager for cash flow planning, forecasting and problem solving.Bank administration such as completion of forms etc.SKILLS:Ability to learn very quickly and to link functions together.Excellent communication and negotiation skills.Analytical thinking and problem-solving ability.High level of accuracy and attention to detail.Excellent proficiency in MS Excel and financial systems (e.g. Business Central).Discretion and confidentiality in handling financial information.Good communication skills in Afrikaans and English.
https://www.jobplacements.com/Jobs/G/Group-Treasurer-1251622-Job-Search-01-14-2026-10-00-09-AM.asp?sid=gumtree
14d
Job Placements
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What Youâ??ll DoSetting up and maintaining customer accounts and ensuring accurate recordsManaging age analysis, allocating customer payments, and following up on overdue accountsEnforcing credit policies, conducting credit checks, and handling credit applicationsReconciling daily cash-ups from stores and drivers, processing receipts and payoutsPreparing weekly age analysis reports and assisting with reconciliationsEnsuring professional communication with clients regarding outstanding debtsMaintaining accurate filing, performing general finance admin, and supporting cost-saving initiativesUpholding 5S principles and contributing to smooth department operations What Youâ??ll BringMatric (essential)A tertiary qualification in Finance, Accounting, or Business Administration (advantageous)2+ yearsâ?? experience in Debtors or Finance AdministrationStrong numerical ability and understanding of credit controlProficiency in MS Office (especially Excel) and accounting softwareExcellent communication, organisational skills, and attention to detailAbility to work independently in a fast-paced environmentTo apply, send your CV to
https://www.jobplacements.com/Jobs/D/Debtors-Clerk-1240057-Job-Search-01-28-2026-00-00-00-AM.asp?sid=gumtree
1d
Job Placements
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