Financial Services Administrator

Contributing to an expanding financial services environment,
this full -time hybrid role offers an opportunity to support operational and legal
efficiency within an established credit provider. The position balances legal
administrative functions with active client relations, playing a pivotal part
in facilitating smooth transaction processes from inception through to
post -deal maintenance.

Operating under a
structured hybrid model, the role focuses on bridging communication between
internal consultants, external attorneys, and clients. The environment values
technological adaptation, specifically the integration of AI tools within
business development and daily workflows, offering a progressive space for an
independently orientated professional.

Key Responsibilities

• Legal
  Documentation: Collaborate with internal consultants to draft client
  term sheets and legal contracts, ensuring accurate dissemination to
  relevant parties.
  
• Stakeholder
  Liaison: Act as a central point of contact between consultants and
  external attorneys to maintain momentum during contract negotiations and
  completions.
  
• Compliance
  and Risk Control: Review and verify that all necessary FICA
  documentation is received and compliant with established standards.
  
• Financial
  Administration: Monitor and follow up on client outstanding payments
  to support cash flow management.
  
• Client
  Relations and Support: Co -ordinate and schedule client meetings while
  managing ongoing customer service queries.
  
• Systems
  and Process Management: Utilise and maintain the internal CRM system
  to ensure updated client data and post -deal maintenance.
  
• Digital
  and Tech Integration: Assist with social media marketing initiatives
  and support the practical incorporation of AI technologies into business
  development processes.
  

Requirements

Essential Requirements

• Proven
  experience working as a Financial Administrator or related role within the
  financial services sector.
  
• Demonstrated
  ability to liaise professionally with corporate clients, consultants, and
  legal professionals.
  
• Financial
  administration capability, specifically around payment follow -ups.
  
• Highly
  organised approach with a willingness to learn and adapt to new workflows.
  
• Ability
  to work independently and maintain flexibility within a growing business
  framework.
  

• Credit experience gained from working alongside a credit analyst.
  

Required Software Skills

• CRM
  system experience
  
• AI
  tools and technology application proficiency.
  

Work Arrangement

• Hybrid
  (3 days in office, 2 days remote based in Newlands, Western Cape).