To apply, click on the link at the end of the posts and all the best with your applications

Financial Assessors ( The Confluent Company)

Job Description

Who is Confluent?
As an award-winning industry leader in financial advice and solutions, Confluent is positioned to operate in a largely underserved market and will continue to grow. We have big plans for our future, and that could include you!

We are looking for intelligent and motivated graduates to join our Onboarding team as Financial Assessors, ultimately progressing into the Financial Consultant role within 6-12 months. As a Financial Assessor, you’ll contact consumers who need financial assistance and have expressed their interest in our services. First, you will gather their information and then you’ll provide them with a initial/light assessment of their financial position and educate them about the ways in which we can help them with our solutions.

You will need to be a quick-thinking and decisive individual who can manage client expectations and answer their questions in a timely and informative manner. As a Financial Assessor, you’ll be the first point of contact in a client’s debt management journey which makes you an important ambassador for the brand, and a significant part of our solution funnel. So, you’ll have to come with energy, friendliness, and professionalism.

In addition, you’ll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) – so being tech savvy will be beneficial.

Financial Assessors are a key part of our consumers’ journey. We’ll provide extensive induction and role specific training to you, to ensure that you’re fully prepared for the challenge.

What makes this role even better, is that there are many opportunities to grow. Should you find yourself being a top performer, there is great potential for you to join our Financial Consulting team, where you can make an even greater impact on the lives of consumers.

Skills and Competencies we are looking for:

• Driven and goal oriented.
• Adaptability, resourcefulness, and organisation skills.
• Assertiveness and empathy.
• Active listening and good time-management skills.

Responsibilities:

• Contact clients who have made enquiries with the company to gather information about their financial situation.
• Assessing client financial information to determine their financial position.
• Make outbound calls to potential clients.
• Manage consumer engagements on our various platforms and/or Outbound Channels.
• Provide excellent customer service and manage client expectations accordingly.
• Transfer eligible consumers to our expert Financial Consulting team to complete a thorough assessment.

Requirements:

• Bachelor’s degree/National Diploma.
• Computer Literate.
• Excellent communication skills, both written and verbal.
• Working proficiency in Afrikaans would be advantageous.
• Motivated to grow into the Financial Consulting team.
• Experience in a customer service or previous sales role will be advantageous.
• Problem-solving skills.
• Proficient in Microsoft Office would be advantageous.
• Ability to work independently and as part of a team.
• Growth mindset and a desire to learn.

Benefits:

• Competitive salary and benefits package.
• Opportunity to work with a talented team of professionals.
• Chance to make a real difference in the lives of our clients.
• Opportunity to grow and develop your career.
• Access to bursaries to further your studies.
• Short courses to advance your career within Confluent.
• Medical & Retirement Annuity Benefits and more.
• Half a day off for your birthday.

Company Transportation provided when applicable

Click here to apply

HR Trainee ( The Talent Portal)

Job Description

A global Engineering firm, is looking for an HR Trainee to join their HR team for a 12-month traineeship. This is a high-growth role for a graduate who is meticulous with documentation and serious about a career in HR.

The Role :

• Administrative Mastery: HR  document control, and precise data entry.
• HR Support: Assisting with recruitment, onboarding, and internal communications.
• Professionalism: Drafting high-level correspondence for a technical, international environment.

Desired Experience & Qualification

• Undergraduate Degree in HR or closely related
• Administration experience is preferred.
• Top performer and well rounded candidate

Competencies:

• Verbally Confident.
• Strong interpersonal capability
• Communication skills – strong verbal and written communication
• Excellent organizational skills , proactive with attention to detail
• Demonstrated professionalism, integrity, and ability to maintain confidentiality.
• Willingness to learn, take initiative, and adapt to a fast-paced environment.

Requirements:

• Must be a South African citizen – Equity candidates preferred.
• Recently certified ID and qualifications.
• Must be able to commit to 12 months.
• MS Office proficiency.
• Strong Administration skills – attention to detail + thorough + organized

Nice to have: Driver’s License

Job Type & Contract Length: 12 month Contract – candidate must commit to the full 12 months traineeship

Click here to apply

Transactional Banking Administration Assistant ( Al Baraka Bank)

Job Description
Description
Administration

Assists the Relationship consultant in servicing existing clients and onboarding new clients
Completes application, completes documentation, activates debit card, Electronic Banking services as per client’s request.
Monitors and Drives progress of outstanding documentation.
Checks and reports all transactional activity on Corporate and Business Accounts opened.
Attends to client’s Electronic Banking requests such as Statements, Banking letters etc.
Manages and 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 Computer System as and when required.
Prepares Welcome Packs for clients.
Captures and updates information on IMAL for customer creation and maintenance
Prints the completed application forms together with the terms of conditions and Electronic Banking Requirements.
Attends to all administrative issues required in terms of the Banks policies for all approved deals.
Provides the Relationship consultant with business activity schedules timeously.
Assists in the completion of annual EDD requirements
Assists with training and assisting clients with internet banking
Assist in sourcing new business
Annual completion of ODD
Annual completion of EDD
Onboarding of new clients via internet banking and mobile app.
Monitoring of Dormant accounts
Compiling of execs pack
Assisting with memos, additional tasks and projects
Updating and completing SharePoint reports

Requirements
QUALIFICATIONS

Matric

BCom Finance or Accounting Degree or related Degree or studying towards would be an advantage.

PREFERRED EXPERIENCE

A minimum of 1- 2 years experience within the banking industry

KNOWLEDGE

Banking system
MS Office

NOTE

Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.

Click here to apply

SALES ADMINISTRATION ASSISTANT ( Al Baraka Bank)

Job Description
Description
CORE PURPOSE OF THE JOB

Assisting the Consultant’s with all administrative functions associated with the Retail Division.

MAIN FUNCTIONS OF THE JOB

Office Administration

Responds to emails internally to respective departments as well as external mail to clients timeously.
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 settlement queries.
Liaises with Conveyancing department in respect of bond cancellations, release of the 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 – assist with UBO calculation and organograms.
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 Valuators Statements on a monthly basis and facilitates payments monthly
Transactional Banking – Pre Dormancy and Dormancy accounts list to contact clients.

General

Create / Assist STC packs and upload to TASL.
Create / Assist payment packs and submit payments for vehicle and equipment deals.
Provide Motor Vehicle Proxy packs.
Manual fee invoices/journals drafted, where applicable.

Back Office Support

Assists the Consultants in general administration tasks daily
Attends to adhoc tasks allocated by Managers
Requirements
Matric
Relevant Diploma or Degree would be advantageous
EXPERIENCE

Minimum 1 years’ experience within a financial services institution
General banking experience would be an advantage
Computer skills experience

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
Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.

Click here to apply

Takaful Administration Assistant ( Al Baraka Bank)

Job Description
Description
CORE PURPOSE OF THE JOB

To provide comprehensive administrative support to brokers within the respective Regions, ensuring efficient processing and management of Takaful policies, enhancing service delivery, and supporting overall business objectives.

MAIN FUNCTIONS OF THE JOB

Policy Administration

Captures the Takaful policy applications, renewals, and amendments accurately and efficiently to ensure service level agreements (SLAs) are met.

Verifies and validates policy documentation to ensure compliance with regulatory and internal standards.

Maintains up-to-date policy records in the system, ensuring data integrity and confidentiality.

Ensures that clients are onboarded on the iMAL system.

Follows up on FICA requirements if applicable.

Follows up with the client on outstanding information and pending quotations.

Broker Support

Assists Regional Brokers with queries related to policy applications, documentation requirements, and Takaful product details, ensuring prompt and effective responses.

Coordinates with Regional brokers to collect and verify client information, ensuring all required documentation is complete and compliant.

Provides any administration support to the National Manager, Operations Supervisor and Brokers as and when required.

Contacts clients in the absence of the Broker and/or Manager, not in an advisory capacity.

Claims Processing and Resolution

Supports the claims team in managing the claims process by collecting necessary documents, verifying details, and communicating updates to brokers.

Follows up on pending claims, ensuring they are processed within stipulated timelines and that any discrepancies are resolved promptly.

Compliance and Reporting

Ensures that all Takaful processes and documentation comply with the regulatory requirements and the bank’s internal policies.

Prepares and submits regular reports on policy administration, broker support activities, and compliance metrics to the Takaful Operations Supervisor.

Identifies areas for process improvement to enhance efficiency and compliance.

Requirements
Qualifications:

A diploma or bachelor’s degree in Business Administration, Insurance, or a related field.
Certification in Islamic finance or Takaful will be an added advantage.

Experience:

Minimum of 2-3 years of experience in an insurance or Takaful administration role would be an advantage.
Experience in a customer-facing or broker support capacity is preferred.

Knowledge:

Understanding of Takaful principles, policies, and regulatory requirements.
Proficiency in insurance administration.
MS Office applications.
Familiarity with customer service best practices.

Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference in line with the EE Plan.

Click here to apply

Digitalisation Graduate ( Al Baraka Bank)

Job Description
Core Purpose of the Role

This Graduate role is designed to provide you with the opportunity to develop your digital skills in the domains of automation, and innovation, with a focus on AI.

Key Performance Areas

Your work may take you into one or more of the following areas:

Digital Transformation Support

Assist in the development and implementation of digital solutions in line with the bank’s strategic goals.

Process Optimisation

Identify opportunities to automate and streamline banking processes to improve operational efficiency.

Customer Experience Enhancement

Work on projects aimed at improving the digital user experience for customers across various platforms.

Data Analysis & Reporting

Gather, analyze, and interpret data to support decision-making processes and improve service delivery.

Collaboration & Cross-functional Support

Work closely with IT, marketing, and Shariah compliance teams to ensure seamless integration of digital products and services.

Research & Innovation

Stay informed about the latest trends in digital banking, fintech, and Islamic finance to contribute to innovative solutions.

Requirements
Qualifications & Requirements:

Bachelor’s degree in Information Technology, Computer Science, Digital Transformation, or related fields.
Knowledge of Islamic banking and finance principles (or willingness to learn).
Proficiency in digital tools and platforms such as automation software, CRM systems, and data analysis tools.
Strong analytical, problem-solving, and communication skills.
Eagerness to learn and adapt in a fast-paced, technology-driven environment.
Ability to work collaboratively in a cross-functional team.

Why Join Us?

Career Growth: Hands-on experience in a leading Islamic bank with opportunities for further learning and career development.
Purpose-driven Work: Contribute to digital innovation in a banking environment that supports ethical finance.
Supportive Environment: Work in a collaborative, inclusive culture with a strong focus on mentorship and skill-building.

IF YOU ARE A RECENT GRADUATE PASSIONATE ABOUT DIGITAL TRANSFORMATION AND ISLAMIC FINANCE, APPLY TODAY TO BE PART OF A PIONEERING TEAM IN THE SOUTH AFRICAN BANKING INDUSTRY.

Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.

Click here to apply

Personal Assistant to Financial Direction ( Al Baraka Bank)

Job Description
Description
CORE PURPOSE OF THE JOB

To manage daily operations of the Financial Director by undertaking for the secretarial and administrative aspects to ensure smooth running in respect to all functions.

MAIN FUNCTIONS OF THE JOB

Personal Assistant

Maintains diary and schedules appointments for the Financial Director.
Screens all incoming calls as and when required and ensures messages left are given to the Financial Director within agreed time frames.
Drafts emails on behalf of the Financial Director.
Undertakes for scanning, emailing and filing of confidential information.
Assists in compiling material and prepares PowerPoint presentations as required from time to time.
Coordinates all travelling arrangements for Financial Director.
Obtains signatures from the Financial Director on behalf of various departments within Head Office
Coordinates meetings for Financial Director via Teleconference and videoconference.
Undertakes for queries made by Financial Director and ensures feedback is provided.
Provides support to reporting departments as per approval from the Financial Director.
Assists with tasks that make the Financial Directors Office more efficient.

Administration

Forwards emails to managers reporting to the Financial Director requesting Executive Committee (EXCO) reports and thereafter summarizes for the Finance Directors Executive Committee (EXCO) report.
Uploads EXCO reports prepared by Managers reporting to the Financial Director on the relevant electronic platforms.
Compiles meeting packs for meetings Chaired by the Financial Director including but not limited to Information Technology, Finance and Projects Committees.
Takes minutes at meetings as indicated above.
Orders stationery for the Financial Director as and when required.
Completes gift register for the Financial Director.
Prepares payment requisitions relevant to the Financial Directors office.
Obtains submissions from reporting departments for Board, Audit, Risk, Social and Ethics for Committee meetings.
Attends to the updating of the agenda and matters arising items on the Microsoft Teams Boards in preparation for the monthly meetings held with Financial Director and each reporting manager.
Attends to the updating of the agenda and matters arising items on the Financial Directors MANCO Microsoft Teams Boards.
Tracking and co-ordinating project activities as required

Relief Duties

Serves as a personal assistant to the Executive Office as and when required.
Requirements
QUALIFICATIONS

A Certificate of Relevant qualifications in Secretarial/ Administration will be required in order to meet the requirements of the role at the highest level of competence.

PREFERRED EXPERIENCE

A minimum of 4-5 years’ experience as a Secretary / Personal Assistant
Previous working experience in a Banking/ Corporate environment would be advantageous.

KNOWLEDGE

Microsoft Office
Secretarial skills
Excellent Administrative Skills
Knowledge on financial systems

Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.

Click here to apply

We wish you all the best with your applications