Job Description
Ensure that all documents are completed and double checked before sent out to client’s and to ensure that the clients receive the correct necessary documents on time. Following up on payment and resolving outstanding queries timeously. Ensure all outstanding transactions on AA is reported on to Supervisor.
Availability
ASAP
Salary
Neg
Required Qualifications
Qualification:
Location
Gauteng
Rivonia
General Details
- Run weekly age analysis
- Follow up with relevant personnel regarding payments
- Ensure broking accounts are current
- Report to management bi-weekly on accounts
- Run monthly statements for broking accounts
- Claim payments from the direct deposits for broking customers
- Run Broking cash ticket reports
- Follow up on unpaid cash tickets
- Prepare swipe requests to forward on to cashbook
- Prepare refund documentation as and when necessary
- Prepare journals for relevant transactions on accounts
- Run broking commission reports on a monthly basis
- Calculate and prepare documentation for commission owing to broking clients
- Calculate service fees for broking clients
- Assist with duties of colleagues when they are out of office
- Any Ad hoc tasks assigned to you by management
Application details
Nomsa Mathebula
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