TRAFFIC KwaZulu-Natal

SALES ADMINISTRATION ASSISTANT ( Al Baraka Bank)

MANCOSA PTY LTD

Job Description

CORE PURPOSE OF THE JOB

Assisting the Consultant's with all administrative functions associated with the Retail Division.

MAIN FUNCTIONS OF THE JOB Office Administration
  • Responds to emails internally to respective departments as well as external mail to clients timeously.
  • Requests from the finance department settlement figures as per client request and logs accordingly once settled.
  • Extracts statements as per client requests and liaises with clients regarding any settlement queries.
  • Liaises with Conveyancing department in respect of bond cancellations, release of the title deed as well as requests release of original logbooks as each deal is settled or requested by client.
  • Requests and follows up on audit certificates and bank confirmations as and when required and ensures fees are received for same.
Sales Administration
  • Requests and collates FICA information from clients and submits same to the technical support team timeously - assist with UBO calculation and organograms.
  • Attends to any debit order queries received and logs any changes/suspensions with the Advances Technical Support team timeously.
  • Assists clients with any deal related queries.
  • Logs and attends to any reimbursements and/or reconciliation requests with the Central Ops Debtors team when required.
  • Ensures all fees/deposits/settlements are allocated to the correct account by submitting same to BSA Allocations team.
  • Any allocation queries received from BSA - Central Operations to be attended to.
  • Prints all legal agreements and relevant documents pertaining to deals for the respective managers (if required).
  • Uploads to Advances Technical Support log timeously for all revolving asset facilities and once-off motor vehicle and equipment facilities.
  • Ensures all conditions, fees and payments are logged onto the Advances Technical Support.
  • Ensures all legal agreements and documents pertaining to deals are signed correctly and dispatched timeously.
  • Upload of Musharaka Sale of Units document onto Credit Work Log.
Valuation & Transactional Banking
  • Attends to valuation quotes and instructions, ensuring all requests are followed up.
  • Reconciles Valuators Statements on a monthly basis and facilitates payments monthly.
  • Transactional Banking - Pre Dormancy and Dormancy accounts list to contact clients.
General
  • Create / Assist STC packs and upload to TASL.
  • Create / Assist payment packs and submit payments for vehicle and equipment deals.
  • Provide Motor Vehicle Proxy packs.
  • Manual fee invoices/journals drafted, where applicable.
Back Office Support
  • Assists the Consultants in general administration tasks daily.
  • Attends to adhoc tasks allocated by Managers.
Requirements
  • Matric
  • Relevant Diploma or Degree would be advantageous
EXPERIENCE
  • Minimum 1 years' experience within a financial services institution
  • General banking experience would be an advantage
  • Computer skills experience
KNOWLEDGE
  • Banking Systems
  • Microsoft office at an intermediate level
  • Bank procedures
  • Credit Policies and Procedures
  • National Credit Act (NCA)
  • Strong Administrative Skills
  • Financial Intelligent Centre Act (FICA) policies and procedures
  • Knowledge in Shariah laws and principles
  • Knowledge on the Banks products and services

Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.

About This Role

Career insights for Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel positions

Salary Benchmark
$64,600/year
Source: O*NET (USD)
Job Outlook
This career will have large numbers of openings.
Common Technologies
Microsoft Excel 365 Google Jamboard Microsoft Outlook 365 Microsoft Dynamics 365

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