Finance Business Partner supporting Group leadership in technical financial and strategic decisions. Overseeing multi - entity reporting, compliance, and M&A support in an international group.
About the role
- Investment Facilitator helping close deposit deals for homebuyers. Assist estate agents with documentation and liaising with stakeholders.
Responsibilities
- Receive a lead from and Estate agent and make initial contact with the buyer
- Effectively communicate the Buyers Trust value proposition to all parties in the transaction
- Close the deal and hand the client over to the Deal facilitator complete the deposit
- Ensure that deposit is received and reconciles with sales agreement
- Liaise with homebuyer, real estate agent, bank and attorney throughout the process
- Receive and capture deposit instruction
- Ensure all relevant documentation is received and in order
- FICA homebuyer
- Open homebuyer deposit account
- Ensure that deposit is received and reconciles with sales agreement
- Obtain and verify attorney trust account information
- Instruct the issuing of deposit guarantee
- Ensure that homebuyer receives monthly account statements
- Instruct disbursement of deposit to attorneys on registration
- Liaise with homebuyer, real estate agent, bank and attorney throughout the process
- Collate and distribute activity reports
- Ensure homebuyer’s interest is paid over
- Handle ad hoc queries
Requirements
- Matric
- A minimum of 3 years’ experience working in an administrative role within the financial services, real estate or conveyancing industry (short-term and long-term deposits or escrow experience highly advantageous)
- Solid sales or telesales experience
- Qualification recognised by the FSCA or working towards one
- Knowledge of property buying process advantageous
- Clear criminal and credit record
- ******
- **Required Skills**
- Ability to build relationships
- Ability to close deals and ask for the order
- Highly numerate
- Sound financial acumen – the ability to explain complex financial data in an understandable way
- Intermediate to advanced computer literacy (MS Excel, MS Word, MS PowerPoint and MS Outlook)
- Strong communication skills, both verbal as well as written
- Good listening skills and ability to effectively understand what people are saying
- Effective time management skills
- Expert client service skills
- ******
- **Required Competencies**
- Persuasiveness
- Accuracy
- Performing under pressure
- Client focus
- Adaptability
- Results-orientated
Benefits
- **Required Qualification, Experience & Knowledge**
- Matric
- A minimum of 3 years’ experience working in an administrative role within the financial services, real estate or conveyancing industry (short-term and long-term deposits or escrow experience highly advantageous)
- Solid sales or telesales experience
- Qualification recognised by the FSCA or working towards one
- Knowledge of property buying process advantageous
- Clear criminal and credit record
- ******
- **Required Skills**
- Ability to build relationships
- Ability to close deals and ask for the order
- Highly numerate
- Sound financial acumen – the ability to explain complex financial data in an understandable way
- Intermediate to advanced computer literacy (MS Excel, MS Word, MS PowerPoint and MS Outlook)
- Strong communication skills, both verbal as well as written
- Good listening skills and ability to effectively understand what people are saying
- Effective time management skills
- Expert client service skills
- ******
- **Required Competencies**
- Persuasiveness
- Accuracy
- Performing under pressure
- Client focus
- Adaptability
- Results-orientated
- **
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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