• Cape Town : Western Cape
  • Fidelity Services Group
Job Description

Job Description

  • Handle telephonic enquiries from clients (existing and new)
  • Liaise with external and internal departments with account queries, billings, splits and adjustments
  • Liaising with committees on request with regards to the relevant scheme
  • Assist management with collating information for various daily, weekly and monthly reports
  • Quarterly complete to correct data
  • To prepare scorecard for profitability.
  • To prepare profitability for management approval and intervention for underfunded schemes.
  • Do existing client searches through Listener by customising Access database
  • Prepare and arrange mail merge information and documentation as and when required
  • Complete statistics and billings using MS Excel spreadsheets and Pivot tables
  • Filing of relevant scheme information and sending changes to Data Maintenance
  • To provide accurate and timeous administrative assistance to the relevant BM / SS / GM
  • To contact clients, either new or existing, to be added to a scheme in order to better fund the scheme.
  • To assist, and communicate with, Data Maintenance HO re LSS increases.
  • To assist SS (and BM) with requisitions and capex’s related to a new scheme: either CCTV, vehicle or guarding.
  • To assist the SS, BM and GM with client queries re LSS client queries where applicable


  • Matric
  • Previous customer care and administrative experience
  • Proven ability to work under pressure
  • Knowledge of Fidelity ADT systems, i.e. Listener (advantageous)
  • In-depth knowledge in working with MS Excel and formulas
  • Knowledge of MS Access advantageous

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