Job Purpose
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.
Key Responsibilities
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
Minimum Requirements
Education
Grade 12 / Matric (required)
Certificate or Diploma in Finance, Accounting, Business Administration, or related field (advantageous)
Experience
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
Technical Skills
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)
Understanding of:
Financial terminology
Basic accounting principles
FICA/KYC compliance requirements
Competencies
High attention to detail
Strong numerical accuracy
Ability to work under pressure and meet deadlines
Confidentiality and integrity
Good communication skills
Strong organizational skills
Problem-solving ability
Performance Indicators
98%+ data accuracy rate
Turnaround time compliance
Minimal audit findings
Compliance adherence
Productivity targets achieved