Financing Administrator Tracing

SUMMARY:
The purpose of the post is to provide administrative assistance in the tracing of beneficiaries to enable the processing of unclaimed and unpaid benefits for organization

POSITION INFO:
MINIMUM REQUIREMENTS:

• An appropriate three-year tertiary qualification/degree/national diploma (at least 360 credits) (Finance related) with 18 months proven experience in accounting/financial management of which at least 6 months should be in Tracing, Debtors or debt collection OR
• 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, 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).
• The applications of individuals currently residing in the geographical area (town/city) Province applying for, may receive preference (note that proof of residence may be requested when shortlisted)

RESPONSIBILITIES:
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 to identify candidates for unclaimed benefits
• Contact potential candidates, confirming their personal particulars, to validate their status as beneficiaries
• Rectify errors by updating the system with the correct information provided by the clients.
• Send unclaimed benefit cases successfully traced to Pretoria Head Office for re-issue.

Prepare cases for processing:

• Provide administrative support by collecting 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 they are entitled.
• Capture accurate information into 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 Assistant Manager and the Outbound Call Centre Agent.

 

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