Sales Administration Assistant - KZN
Al Baraka Bank South Africa · KwaZulu-Natal
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Start free — we apply for you →MAIN FUNCTIONS OF THE JOB
Administration
- Assists the Investment Bankers in servicing existing clients.
- Completes application, completes documentation, as per client's request.
- Monitors and Drives progress of outstanding documentation.
- Attends to client's Investments Account requests such as Statements, Banking letters etc.
- Creates Clients on the Banks Imal system
- Ensures that administrative functions are carried out efficiently.
- Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks requirements.
- Updating information on the Banks Imal system as and when required.
- Captures information from the existing database for existing clients
- Attends to all administrative issues required in terms of the Banks policies for all Investment products
- Provides the Investment Bankers with business activity schedules timeously.
Requirements
PREFFERED QUALIFICATIONS
- BCom Finance or Accounting Degree or related Degree or studying towards would be an advantage.
- FAIS compliancy, which is not a requirement, but it is preferable for growth purposes.
EXPERIENCE
- General Banking experience would be a definite advantage.
- Minimum of 3 years' experience in a banking or related consulting environment.
KNOWLEDGE
- Banking Systems
- 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 and procedures
- Knowledge in Shariah laws and principles
- Knowledge on the Banks products and services