Branch Administrator (Hermanus) at Fidelity Services Group

MAIN PURPOSE OF JOB:

Assist and oversee all admin tasks in the branch.

QUALIFICATION & EXPERIENCE:

• Minimum Grade 12
• Minimum 2 years Administration Experience
• Computer Literacy (Excel, MS Word, Outlook)

Responsibilities and Duties:

• Check and liaise with OTC re quotes/contracts loaded
• Checking and follow up on daily/monthly and outstanding leads
• Assist with other Sales related Administration as and when needed
• Assist reps with month end sales commission vs payments received and not yet allocated
• Checking of daily banking and bank statement vs payments received, arranging of transfers to accounts
• Arranging and following up on credit notes
• Sending of monthly/daily invoices and statements
• Assist with age analysis & bad debt cancellations
• Save offers, rate reduction and referral free months processing and dealing with clients
• Technical commission
• Checking and handling of open technical calls on Listener, scheduling of new quotes loaded (including WIP)
• HR function at office (loading of warnings, AOD’s, payroll orders, Monthly Awards, expenses, man powers, resignations, full and finals on HR manage and e-payroll)
• Following up on unpaid debit orders, deceased accounts, closed accounts and incorrect info
• Loading of urgent quotes/contracts when OTC is short staffed
• Daily & monthly sales and OTC stats. Checking of ADDS, CXC and REINSTATEMENT reports, arranging for fixing of errors and transfers to other branches if needed
• Monthly checking of branch clients increases
• Clients queries, walk in, emails and telephonic queries and assisting with switchboard calls
• Monthly, annual recurring orders. Requesting of quotes, RQN and receipting on SAP
• Stock Control of books, documents, groceries, cleaning stock etc
• CAPEX processing
• Liaising with IT with changes to Reps, Techs, processes, reports
• Arranging of functions
• MOS report custodian
• Toolbox talks
• Review slides for branch and meetings
• Disposals and assistance with asset register