Finance Administrator

Finance Administrator – OTC – TEMP
Fidelity Services Group
Midrand, Gauteng


Posted 06 July 2021 – Closing Date 09 July 2021

Job Details

Job Description

Reporting to:               Order Entry Supervisor

Overall Purpose of the Job:

The aim of this position is to capture, process and maintain all information pertaining to client services accurately and timeously.

Minimum Qualifications and Experience:

  • Grade 12
  • Post Matric qualification would be an advantage
  • 1 year of experience in a similar role
  • Computer literate (MS Office)
  • Intermediate Excel experience essential

Main Duties:

  • To receive from the admin coordinator all contracts, costing sheet and quotations for new and existing clients to capture with extreme care to ensure complete, accurate and reliable information regarding the client
  • To ensure that the quotation and costing sheet to be handed to the technical coordinator so that she/je can schedule an appointment for the client
  • To inform the admin coordinator timeously of all queries or incorrect information found on contract, costing sheet or quotation
  • Ensure that all information is captured without errors, ensuring the accuracy and consistency of the database which is pivotal to the success of the company
  • Ensure that all required data is captured correctly on listener
  • To ensure that all client application forms (CAF)are captured and filed daily
  • Provide customer record information to dealers to commence installation and services
  • Ensure that all original contracts merged with client application forms are handed to the auditor on a daily basis after the client’s profile has been captured and updated all other information on listener for all sales channels including dealer contracts
  • Due diligence calls made to new dealer clients to verify contract purchases and communicate to the dealer administrators
  • Ensure that disciplinary code is adhered to at all times
  • SOP’s must be upheld
  • Meeting and keeping on agreed-upon targets – Kemsley
  • Ensure SOX compliance at all times
  • Review invoices to identify any errors before invoice delivery
  • Maintain and update customer’s database
  • Improvise existing billing procedures to avoid recurrence of errors
  • Timeous resolution of internal and external customer queries within the agreed departmental/business unit SLA’s
  • To provide a telephonic and written communication to bank and region as and when the queries are resolved
  • Ensure that the big 4 principles are upheld at all times

Behavioural Competencies:

  • Excellent verbal & written communication skills
  • Excellent excel skills
  • Computer literate – Essential
  • Excellent telephone skills
  • Strong organisations skills
  • Solid attention to detail to ensure accuracy of information

We reserve the right not to make an appointment to any advertised position. Whilst preference is given to existing employees at all times and the choice made is purely on merit, Historically Disadvantaged Candidates and Black Female Candidates are encouraged and supported in the FSG team.

Fidelity Services Group (Pty) Ltd supports the global fair practice and business ethics on the continuous development of our human capital as the key resource to our success in the markets in which we participate.

Should you not be contacted regarding this position within 10 working days from the closing date, please regard your application as unsuccessful.