We are seeking a detail-oriented and proactive Financial Assistant to join our team. The primary responsibilities of this role include reviewing and scrubbing bank statements, as well as directly communicating with clients to guide them through the funding process. The ideal candidate should have excellent organizational skills, strong communication abilities, and experience in financial services or administrative support.
Bank Statement Scrubbing:
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.
Client Communication & Support:
Engage with clients via phone, email, or chat to guide them through the funding process, ensuring they understand the requirements and next steps.
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.
Administrative Tasks:
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.
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.
Financial Analysis
Data Entry and Management
Client Relationship Management
Problem-Solving and Critical Thinking
Multitasking and Time Management
Hiring outsourced employees is way harder than it should be! You have to hunt for the right candidate with varying levels of English competence, deal with local hiring laws, purchase endless tools and even hardware to connect your team.
Talent Sam changes everything making your growth easier than ever. We identify, hire, and manage the right people for you ensuring that when you hire, you’re getting the best people for a fraction of the cost.
All of our candidates are highly educated South Africans, native English speakers, and have exceptional written and verbal communication skills. Whether you prefer your team works remotely or in a well-equipped physical office, Talent Sam provides everything they need to succeed.
With Talent Sam, you’re not just hiring employees; you’re building a future-proof, dynamic team that’s ready to take on the world
