Property & Finance Administrator

Job Overview:

• Are you an experienced Property Administrator, Conveyancing Administrator, Financial Administrator, Credit Administrator or Accounts Administrator looking to move into financial services?
• Our client is looking for a highly organised and financially literate Property & Finance Administrator to support the credit team with property-related transactions, financial documentation, deal administration and bridging finance.
• Previous bridging finance experience is not essential – training will be provided. Candidates with property, conveyancing, credit or financial administration experience are encouraged to apply.

Minimum Requirements

• Matric
• 3+ years' experience in administration, property, conveyancing, financial administration, credit administration, bookkeeping or a similar role
• Strong administration and organisational skills
• Good financial literacy and comfortable working with numbers
• Experience working with bank statements, invoices and financial documentation
• Good Excel skills, including basic formulas, sorting and reconciliations
• Excellent attention to detail and accuracy
• Good written and verbal communication skills
• Fluent Afrikaans and strong English communication skills, as the successful candidate will be required to communicate regularly with Afrikaans-speaking clients.
• Professional and discreet when handling confidential information
• Own reliable transport
• Ability to manage multiple priorities and meet deadlines

Relevant Experience:

• Experience in any of the following will be highly advantageous:
• Property administration / conveyancing
• Property transfers and transaction documentation
• Property finance or property accounts
• Credit or financial administration
• Banking or lending administration
• Debtors, creditors or bookkeeping
• Invoice processing and financial records
• Understanding payments, proceeds and transaction flows
• FICA/KYC documentation

Key Responsibilities

• Provide administrative support to the credit team and directors
• Gather, check and maintain client, property and deal documentation
• Prepare and maintain deal files, trackers and electronic records
• Assist with property-backed and bridging finance transactions
• Capture and organise information from bank statements, invoices, purchase orders and debtor/creditor records
• Perform basic reconciliations, data checks and verification
• Follow up on outstanding documentation and information
• Assist with preparing information for credit assessments and credit committee packs
• Maintain accurate and confidential client and transaction records
• Provide general administrative, diary and meeting support when required
• Use Microsoft 365/SharePoint and AI tools such as ChatGPT and Claude to improve efficiency

Ideal Candidate

• The ideal candidate will be highly organised, detail-oriented, financially literate and comfortable working with confidential documentation and transactions.
• Someone who has worked in property/conveyancing and has financial exposure, or in credit/financial administration with strong administrative ability, would be particularly well suited.
• Previous bridging finance experience is not required – training will be provided.