Financial Assistant
Talent Sam
full-time
Posted on:
Location Type: Remote
Location: South Africa
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About the role
- Review, analyze, and organize bank statements to identify relevant financial information.
- Accurately extract and record data such as deposits, expenses, and cash flow for funding assessment.
- Ensure all financial documents are complete, accurate, and free of discrepancies.
- Engage with clients via phone, email, or chat to guide them through the funding process.
- Assist clients in gathering necessary documentation, such as bank statements, identification, and other required paperwork.
- Address client questions and concerns, providing clear and concise explanations of the funding process.
- Follow up with clients to ensure all information is submitted promptly and accurately.
- Maintain detailed records of client interactions, funding progress, and documentation received.
- Coordinate with internal teams to streamline the funding process and resolve any issues that may arise.
- Update and manage client information in CRM software to ensure accurate data tracking.
Requirements
- Previous experience as a Bookkeeper or in a financial services role is required.
- Strong understanding of bank statements and financial documentation.
- Excellent communication skills, both verbal and written.
- Highly organized, with the ability to manage multiple tasks and priorities.
- Proficient in Microsoft Office Suite (Excel, Word) and CRM software.
- Strong attention to detail and the ability to work independently.
- Customer service experience is a plus.
Benefits
- None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data extractionfinancial analysisbank statement reviewdocumentation managementcash flow assessmentrecord keepingfunding assessmentattention to detailcustomer service
Soft Skills
communication skillsorganizational skillsindependencetask managementclient engagement