Financial and Systems Coordinator

About the role

A detail-driven permanent position in Gauteng (PTA, East) for someone who enjoys systems, financial administration and solving problems. The role suits someone with excellent Excel skills, strong numerical ability and the capacity to manage several administrative processes accurately and efficiently.

Key responsibilities

• Administer and process debit orders, PayAt transactions and Persal deductions.
• Manage monthly scheme closures for various funeral and insurance groups.
• Prepare and process invoices, payments and financial reconciliations.
• Prepare and check monthly statements and reports.
• Handle client queries and provide administrative and systems support.
• Liaise with clients, underwriting partners and internal departments.
• Identify and resolve financial and administrative discrepancies.
• Ensure all processing is accurate and completed within set deadlines.

Required profile

• Excellent Microsoft Excel skills (absolute requirement).
• Strong numerical and analytical ability, good understanding of systems, financial administration and reconciliations.
• Excellent accuracy, attention to detail and problem-solving skills.
• Good organisational and time management skills; able to work independently and handle multiple tasks at once.
• Good communication skills and a customer service focus.
• Previous experience in financial services or insurance is advantageous but not essential.