• Communication with new and existing clients:
• Request and guide clients on how to complete a variety of forms.
• Process completed forms to ensure accuracy and completeness.
• Transfer received information to various official online platforms in both SA and the USA, including company tracking processes.
• Monthly invoicing to SA and US clients
• Verification of payments
• Upkeeping of financial documents as per external accountant.
• Communicate and support team members – each member has own responsibility while our strength lays in our individual and collective ability to prioritize activities on a daily, even hourly basis, and to support one another to ensure the prioritize activity gets done.
• Constant tracking of process, feedback to clients and adjustments as needed.
• Liaise with the external accountant to ensure bookkeeping is done accurately.

Please note: the industry has high seasonal impact during which times team member is required to work after hours and weekends from home. * In return team members enjoy flexibility during the year and bonuses at end of the peak season. 

Requirements:

Qualifications and skills

• Matric certificate
• Relevant qualifications and/or 2 years’ experience in office administration, and/or basic accounting, and/or secretarial work.
• Experience in/or exposure with SAGE
• Record daily banking and invoicing activities in SAGE accounting software.
• Invoices are compiled based on various services that are recorded on different platforms. The candidate must be able to stay focused and follow the logical process of both SA and USA services rendered to ensure clients are invoiced correctly.
• Assist with basic bookkeeping tasks, such as reconciling bank statements, tracking expenses, and maintaining financial records. This is done under the supervision of an external accountant.
• Experience with Excel and Microsoft office
• Excellent attention to detail, specifically spelling and ability to transfer information to and from different client completed forms, and online platforms, with 100% first time accuracy. This is a non negotiable required skill – candidates will be thoroughly tested hereon.
• Ability to adjust to company culture with regards to how we communicate with clients – writing style and word choice always professional, clearly communicating the reason with the communication in easy-to-understand action steps and do so with a subtle personal touch.