Chevrah Kadisha
Sandringham, Gauteng, za
2d ago
source : Ecadoo

Introduction Main Purpose To analyze relevant personal financial information in order to determine the financial needs of beneficiaries Duties Responsibilities Job Summary Assess beneficiaries overall financial situation by reviewing income assets debts expenses credit reports or other financial information Calculate beneficiaries available monthly income to meet financial obligations including debt Interview beneficiaries by telephone or in person to gather financial information Conduct meetings with beneficiaries in respect of both information gathering pre analysis and provision of feedback post analysis Make recommendation on the basis of the above financial analysis as to whether financial assistance is justified as well as the extent thereof This would include a deciding on short term assistance or long term assistance and fee arrangements Consult with Social Workers in respect of consideration of non financial factors in the decision making process Assist in developing financial plans for beneficiaries Prepare reports on analysis for submission to committee for consideration Prepare written documents to establish parameters of assistance being granted to beneficiaries Maintain or update records of beneficiaries including financial assistance being given finical counselling session notes correspondence documents or beneficiary inquiries Review changes to beneficiaries financial family or employment situations to determine whether changes to existing welfare assistance plans are needed Manage renewals and resulting client communication Desired Experience Qualification Job Requirements MS Excel Advanced BCom Degree with Financial or similar Major advantageous Strong Financial and analytical skills ability to analyse financial information to piece together personal income statement and balance sheet Experience in a Financial Analyst Credit Analyst Personal Finance or Debit Counsellor role Competencies Flexible and creative thinking in respect of considering various solutions and individual needs and case factors in the decision making process Ability to balance financial and emotional needs of client Strong interest in Personal Finance Excellent interpersonal skills Approachable and Personable Strong Emotional Intelligence EQ Package Remuneration Market Related Provident Fund

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