Finance Administrator Tracing (Regional Tracing Agents) at Phaki Personnel Management Services

Purpose:
 To assist in the tracing of beneficiaries to enable the processing of unclaimed and unpaid benefits for organisation.

 The incumbent of this position will be responsible for a wide variety of financial administrative tasks which includes the following, but not limited to:

Trace beneficiaries:

• Find contact details on ITC and other platforms in order to identify members and beneficiaries for unclaimed benefits.
• Contact potential candidates, confirming their personal particulars, in order to validate their status as beneficiaries.
• Engage government departments and other community platforms to trace beneficiaries and members on unclaimed benefits list.
• Rectify errors by updating the system with the correct information provided by the clients.
• Send unclaimed benefit cases and documents successfully traced to Pretoria Head Office tracing division. 

Prepare cases for processing:

• Provide administrative support by collating the documentation required to process cases not traced to unclaimed benefits.
• Check the system against documentation provided in order to avoid issues with processing.
• Send death benefit form to client in accordance with benefit to which he/she is entitled.
• Capture accurate information onto database with respect to beneficiaries eligible for re-issues based on documentation provided.

Verify cases:

• Perform data integrity checks, following standard processes.
• Generate weekly and monthly unclaimed benefit reports, reflecting the status of cases for the attention of the AO (Supervisor) and ASD/Deputy Director.

 Requirements:

• An appropriate three-year tertiary qualification/degree/national diploma (at least 360 credits) (ideally Finance related) with 18 months proven experience in accounting/financial management of which at least 6 months should be in Tracing or Debtors.
• A Senior Certificate/Grade 12 coupled with three years appropriate proven experience in accounting/financial management field of which 6 months should be in Tracing or Debtors or debt collection.
• Computer literacy that would include a good working knowledge of Microsoft Office products, especially Microsoft Excel and Word.
• Geographical knowledge of the area applying for is essential
• Proficiency in English is a requirement and the ability to speak any of the other official languages in the province (applying for) will be essential.
• The applications of individuals currently residing in the geographical area (town/city) of the respective area applying for, may receive preference (note that proof of residence may be requested when shortlisted).
• A valid driver’s license will be an added advantage.

Competencies

• Knowledge of PFMA
• Knowledge of Public Service Act (PSA)
• Integrity
• Analytical skills
• Customer orientation
• Ability to prioritize
• Time management skills
• Effective communication skills (written and verbal)
• Ability to work in a team
• Problem solving skills
• Deadline driven