Sales Administration Assistant - KZN at Al Baraka Bank South Africa

MAIN FUNCTIONS OF THE JOB

Administration

• Assists the Investment Bankers in servicing existing clients.
• Completes application, completes documentation, as per client’s request.
• Monitors and Drives progress of outstanding documentation.
• Attends to client’s Investments Account requests such as Statements, Banking letters etc.
• Creates Clients on the Banks Imal system
• Ensures that administrative functions are carried out efficiently.
• Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks requirements.
• Updating information on the Banks Imal system as and when required.
• Captures information from the existing database for existing clients
• Attends to all administrative issues required in terms of the Banks policies for all Investment products
• Provides the Investment Bankers with business activity schedules timeously.

Requirements

PREFFERED QUALIFICATIONS

• BCom Finance or Accounting Degree or related Degree or studying towards would be an advantage.
• FAIS compliancy, which is not a requirement, but it is preferable for growth purposes.

EXPERIENCE

• General Banking experience would be a definite advantage.
• Minimum of 3 years’ experience in a banking or related consulting environment.

KNOWLEDGE

• Banking Systems
• Microsoft office at an intermediate level
• Bank procedures
• Credit Policies and Procedures
• National Credit Act (NCA)
• Strong Administrative Skills
• Financial Intelligent Centre Act (FICA) policies and procedures
• Knowledge in Shariah laws and principles
• Knowledge on the Banks products and services