Financial Assistant

This role sits at the centre of broker trust and financial accuracy. You will own commission processing end‑to‑end, from calculation and reconciliation to broker communication. Insurance industry experience is essential.

• Full preparation, processing, and reconciliation of broker commission payments

• Issuing commission statements and remittance advice within fixed time frames

• Accurate setup and maintenance of brokers on Pastel Evolution

• Preparation of CSV payment files for bank uploads

• First‑line ownership of broker queries with same‑day or next‑day turnaround

• Active follow‑up of commission clawbacks and outstanding debit balances

• Reconciliation and management of binder and outsource fees

• Daily reconciliation of premium deposits and investment processing
• Identifying inefficiencies and contributing practical improvements to finance processes

• Matric or relevant finance qualifications

• Minimum 3 years’ finance experience in an insurance commissions transactional environment

• Strong to advanced Excel capability

• Proven attention to detail and reconciliation discipline

• Ability to work independently and take full accountability