Financial Assistant

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December 12, 2024

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Talent Sam

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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.

11 - 50 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

📋 Description

• We are seeking a detail-oriented and proactive Financial Assistant to join our team. • The primary responsibilities include reviewing and scrubbing bank statements. • Communicate with clients to guide them through the funding process. • Engage with clients via phone, email, or chat to ensure they understand requirements. • Maintain detailed records of client interactions, funding progress, and documentation received.

🎯 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.