Sales Administration Assistant - Corporate - Durban

MAIN FUNCTIONS OF THE JOB

Office Administration

• Orders the required consumables and/or any other items as required for the branch
• Arranges appointments and updates the Corporate Manager and Relationship Managers diary as and if required
• Responds to emails internally to respective departments as well as external mail to clients timeously
• Orders stationery as and when required by corporate staff
• Updates Corporate client's database with regards to the Top clients
• Requests from the finance department settlement figures as per client request, and logs accordingly once settled
• Extracts statements as per client requests, and liaise with clients regarding any statement queries
• Liaises with Conveyancing department in respect of bond cancellations, release of title deed as well as requests release of original logbooks as each deal is settled or requested by client.
• Requests and follows up on audit certificates and bank confirmations as and when required, and ensures fees are received for same

Sales Administration

• Requests and collates FICA information from clients and submits same to the technical support team timeously
• Attends to any debit order queries received, and logs any changes/suspensions with the Advances Technical Support Team timeously
• Assists clients with any deal related queries
• Logs and attends to any reimbursements and/or reconciliation requests with the Central Ops Debtors Team when required
• Ensures all fees/deposits/settlements are allocated to the correct account by submitting same to BSA Allocations team
• Any allocation queries received from BSA -Central Operations to be attended to
• Prints all legal agreements and relevant documents pertaining to deals for the respective managers if required
• Uploads to Advances Technical Support log timeously for all revolving asset facilities and once -off motor vehicle and equipment facilities
• Ensure all conditions, fees and payments are logged onto the Advances Technical Support
• Ensure all legal agreements and documents pertaining to deals are signed correctly and dispatched timeously
• Upload of Musharaka Sale of Units document onto Credit Work Log
• Attends to valuation quotes and instructions, ensuring all requests are followed up
• Reconciles Valuator Statements on a monthly basis and facilitates payments monthly
• Assists in preparing trade and asset Review letters as and when required

General

• Create /Assist with regards to Decision pack once approval received and request facility letter on TASL.
• Create / Assist STC packs and upload to TASL.
• Create / Assist Payment packs and submit payments for murabaha deals.
• Provide MV proxy packs.
• Manual fee invoices/journals drafted, where applicable
• Completing Pipeline report

Back Office Support

• Assists the Credit Analyst and Corporate Operations Supervisor in general administrative tasks daily
• Attends to adhoc tasks allocated by the Corporate Managers

Requirements

QUALIFICATIONS

• Matric
• Relevant Diploma/Degree will be an advantage
• Computer skills

PREFERRED EXPERIENCE

• At least 1 years' experience within a Financial Services institution
• General banking experience would be an advantage

KNOWLEDGE

• iMAL system.
• Enterprise
• Docuware
• Microsoft Office at an intermediate level.
• Bank Procedures.
• Credit Policies and Procedures.
• National Credit Act NCA.
• Strong administrative skills.
• Financial Intelligent Centre Act FICA policies & procedures.
• Knowledge in Shariah laws and principles
• Knowledge on Banks products and services