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To accurately capture, update, and maintain financial and client data within company systems while ensuring compliance with financial regulations, internal policies, and data quality standards.
Job Responsibility:
Accurately capture client, policy, loan, investment, or transaction data into internal systems
Verify source documents for completeness and accuracy
Identify and correct data discrepancies
Maintain confidentiality of sensitive financial and client information
Ensure compliance with financial regulatory requirements (e.g., FICA, KYC, AML where applicable)
Process applications, claims, payments, or account updates
Perform data reconciliations and basic financial validations
Generate reports as required by supervisors or compliance teams
Maintain organized digital and physical records
Liaise with internal departments (Finance, Compliance, Operations) to resolve data queries
Meet daily/weekly productivity and accuracy targets
Requirements:
Grade 12 / Matric (required)
Certificate or Diploma in Finance, Accounting, Business Administration, or related field (advantageous)
2+ years’ experience as a Data Capturer within a financial services environment
Experience in banking, insurance, investments, lending, or accounting environments preferred
Experience working with financial systems or CRM platforms
Strong data capturing speed and accuracy
Proficiency in: Microsoft Excel (formulas, filtering, basic reconciliation), Microsoft Word, Outlook
Experience with financial systems (e.g., core banking systems, policy admin systems, accounting software such as Sage 50 or Pastel Accounting)