254 Assistant financial Jobs and Work

Financial Assistant
Talent Sam —Port Elizabeth, Eastern Cape
- Full-time
- Remote
Quick Apply
Financial Assistant
Yokogawa —Johannesburg, Gauteng
- Full-time
Insure Adviser Assistant | Louis Trichardt, Limpopo | Permanent
PSG Konsult Ltd. —Louis Trichardt, Limpopo
PERSONAL ASSISTANT TO FINANCIAL DIRECTOR
Al Baraka Bank Limited —KwaZulu-Natal
- Full-time
Insure Adviser Assistant | Bela-Bela (Warmbad), Limpopo | Permanent
PSG Konsult Ltd. —Warmbaths, Limpopo
Assistant Financial Controller
Radisson Hotel Group —Kempton Park, Gauteng 1619
- Full-time
Quick Apply
Administrative Assistant
MacMillan Consulting —Eastern Cape
Mascor Toyota: Administrative Assistant
Plennegy (Pty) Ltd. —Dalton, KwaZulu-Natal
- Full-time
Assistant Director: HRM & ER (X2 POSTS)
The South African Department of Employment & Labour —Eastern Cape
- R487 197 a year
9d
Treasury Operations Analyst
ZEPZ TECHNOLOGY SERVICES LIMITED —Home Based
- Remote
Credit Assistant - VKB Financing, Head Office Reitz
VKB Group —Reitz, Free State
11d
ZAF Operations Assistant Manager (802)
Teleperformance —Port Elizabeth, Eastern Cape 6045
- Full-time
Maintenance Engineer Technical Assistant
Samancor —Steelpoort, Limpopo
- Full-time
11d
Database Engineer / Database Administrator
FinQuery —Home Based
- Full-time
- Remote
Applied AI Engineer
Revolut —Home Based
- Remote
Assistant Accountant
AVBOB —Pretoria, Gauteng
- Full-time
Assistant Accountant
K-SL Group PTY LTD —Polokwane, Limpopo
3d
ADMIN ASSISTANT I
Smollan —Western Cape
- Full-time
Project Manager
Turner & Townsend —Polokwane, Limpopo
- Full-time
Quick Apply
Global Compliance Assurance Management Specialist
ZEPZ TECHNOLOGY SERVICES LIMITED —Home Based
- Remote

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Financial Assistant

Talent Sam
Port Elizabeth, Eastern Cape

Quick Apply

Job Details

Full-time

Full Job Description

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.

Key Responsibilities:

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.

Qualifications:

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.

Key Skills:

Financial Analysis
Data Entry and Management
Client Relationship Management
Problem-Solving and Critical Thinking
Multitasking and Time Management

Quick Apply

Refine Your Search

assistant financial jobs

Financial Assistant

Financial Assistant

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I want to receive the latest job alert for assistant financial

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