Offer description

We are looking to hire a conscientious file clerk to ensure our organization's records are correctly sequenced and filed, and to capture tracking information in electronic databases. The file clerk gathers documentation from internal departments, and codes material chronologically, numerically, alphabetically, and by subject matter. You will store hard copies of documents such as invoices, receipts and forms, and create new files. You will retrieve information on request, ensure records are returned to appropriate locations and request records from other external locations.

Responsibilities:

Collecting documentation from various sources.

Assessing, organizing and coding documentation.

Creating and updating files, and filing documentation in appropriate files.

Destroying outdated files following protocol, or moving these to inactive storage.

Scanning files regularly to ensure their correct positions and to search for missing records.

Retrieving records on request and forwarding these to relevant parties.

Making copies of and delivering records.

Executing authorized changes to filing system.

Assisting with phone inquiries.

Receiving and forwarding mail and courier packages.

Requirements

• Minimum education level: Grade 11 /N3
• Language(s): English
• Availability to travel: No
• Availability of change of residence: No

5 days ago

About MMATSHEPO FINANCE

To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice
Advising strategies for clients in insurance coverage, investment planning, cash management, and other a...

To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.