Job Description
About the Role
Our client is a leading foreign exchange intermediary, providing individuals and businesses with expert guidance and preferential rates for their international transfers. They pride themselves on delivering a professional, personalised, and transparent service that helps their clients make the most of their money when moving it across borders.
Key Responsibilities
- Process flow management on the CRM system
- Onboarding of partners ensuring compliance requirements are met.
- Managing Partners agreements.
- Handle partner/agent and client queries (full understanding of client processes required).
- Constant upkeep of the CRM to ensure information is always up to date.
- Partner event planning.
- Assist in keeping the Events Calendar up to date for the Business Consultant team.
Requirements
- Minimum of 23 years experience in an administrative or client support role, ideally within financial services.
- Experience in partner or relationship management support is advantageous.
- Matric required; a relevant tertiary qualification in business, finance, or marketing preferred.
- Knowledge of foreign exchange or cross-border payments will be an advantage.
Qualifications
- Minimum of 23 years experience in an administrative or client support role, ideally within financial services.
- Relevant tertiary qualification in business, finance, or marketing preferred.
- Matric required
Salary & Benefits
Salary to be discussed during the interview process.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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