Financial Assistant - Commissions: Finance Department
CFS Recruitment Bedfordview
As a Financial Assistant focused on commission payments, your core responsibility is to ensure all broker commission payments are accurately prepared, processed, reconciled, and reported on promptly. You’ll also serve as a key contact for brokers—providing clear communication, timely feedback, and efficient handling of their queries.
This varied position also involves premium reconciliations, debtor follow-ups, binder/outsource fee management, and contributing ideas for process improvements within the Finance Department.
Key Responsibilities- Accurately prepare, process, and report broker commission payments within set deadlines
- Serve as the main liaison for broker queries and feedback
- Perform premium account reconciliations and support debtor follow-ups
- Manage binder and outsource fee processes
- Suggest and implement process improvements to increase department efficiency
- Maintain clear, professional communication with brokers and internal teams
What You’ll Need Minimum Qualifications & Experience:
- Matric Certificate (essential)
- At least 3 years of relevant experience in finance (essential)
- Advanced MS Excel skills (critical/non-negotiable)
- Previous use of Pastel Evolution (advantageous)
- Previous work in the financial services sector (advantageous)
- Relevant finance qualification (advantageous)
- Own reliable transport
Additional Requirements:
- Fluent in English with the ability to understand Afrikaans
- Willingness to work overtime when required
- Ownership & Accountability: You take pride in your work and ensure tasks are completed accurately and efficiently, seeing them through from start to finish.
- Continuous Improvement: You welcome learning new systems and processes, and you easily apply new knowledge while proactively suggesting improvements.
- Problem Solving: You investigate issues thoroughly and find solutions, rather than just passing problems on.
- Initiative: You act without needing constant reminders and enjoy taking charge of your responsibilities.
If you meet the requirements and enjoy working in a fast-paced, professional environment, we encourage you to apply!
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