Do you have a certificate in Office Administration or tertiary qualifications in Finance? Join OBP as a Client Services Financial Administrator. Apply now!
Job Summary
HMO on Day 1
Receive promising perks and rewards
Experience travel opportunities
Get recognized for what you do
Achieve work-life balance
Improve exponentially with enhanced learning
Responsibilities
Client Specific Tasks:
Area of Focus
Administration Support
Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner.
Use a variety of mediums to effectively communicate with team members, as appropriate, i.e. face-to-face, email, telephone, mail
Document production and formatting
External Client Support Work
Onboarding and maintenance of clients including preparation of new client agreements and other applications.
Processing cash payments and receipts
Teamwork
Ensure that the daily deliverables are met.
Proactively support team members as required.
Work efficiently with the internal Operations team ensuring all processes and deadlines are followed accordingly.
Data Management
Maintain data entry procedures and processes.
Verify entered client information to ensure data integrity.
Compliance and Values
Comply with client's policies and procedures at all times
Act in accordance with Values
Actively execute all activities in an honest, compliant and trustworthy manner
Respect and maintain confidentiality of client information at all times
Report any issues relating to compliance and risk management to the Director
Client Operations and Legal, Risk Compliance and Governance Team
Assist in special projects.
Requirements
Technical Requirements:
Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments.
Client Focus -Builds strong internal and external client relationships and delivers client-centric solutions and value adding services to continually raise the client experience.
OTHER SKILL SPECIFICATIONS:
Certificate in Office Administration or tertiary qualifications in Finance desirable
Minimum 2 years’ experience in an administration role
Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments.
Excellent verbal, written and interpersonal communication skills.
Exemplary organizational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure.
Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates.
Team player and proactive in assisting the team, shows control and provides support when required.
Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels.
Mature, discreet and demonstrates sound judgement.
