Financial Assistant

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🕒 March 31

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Talent Sam

WebsiteLinkedInAll Job Openings

11 - 50 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Talent Sam is a company that specializes in recruitment and HR services, focusing on providing highly-skilled, English-speaking talent from South Africa. They streamline the hiring process by vetting and sourcing candidates, handling employment contracts, and managing payroll, taxes, and compliance. Talent Sam acts as the employer of record, making international hiring simple and cost-effective. They cater to a variety of industries, including ecommerce, startups, marketing, sales, finance, and healthcare, ensuring fast turnaround and comprehensive management for their clients.

📋 Description

• Review, analyze, and organize bank statements to identify relevant financial information. • Accurately extract and record data such as deposits, expenses, and cash flow for funding assessment. • Ensure all financial documents are complete, accurate, and free of discrepancies. • Engage with clients via phone, email, or chat to guide them through the funding process. • Assist clients in gathering necessary documentation, such as bank statements, identification, and other required paperwork. • Address client questions and concerns, providing clear and concise explanations of the funding process. • Follow up with clients to ensure all information is submitted promptly and accurately. • Maintain detailed records of client interactions, funding progress, and documentation received. • Coordinate with internal teams to streamline the funding process and resolve any issues that may arise. • Update and manage client information in CRM software to ensure accurate data tracking.

🎯 Requirements

• Previous experience as a Bookkeeper or in a financial services role is required. • Strong understanding of bank statements and financial documentation. • Excellent communication skills, both verbal and written. • Highly organized, with the ability to manage multiple tasks and priorities. • Proficient in Microsoft Office Suite (Excel, Word) and CRM software. • Strong attention to detail and the ability to work independently. • Customer service experience is a plus.

🏖️ Benefits

• None specified