Medical Scheme Bookkeeper Finance Administrator
Medical Scheme Bookkeeper Finance Administrator
Ottery, Cape Town, South Africa | Posted on 07/10/2026
- Industry Nonprofit Charitable Organizations
- Job Type Permanent
- Remuneration Term Per Month
- Date Opened 07/10/2026
- Please note We know how much effort goes into every application. While we would love to respond to every one, the volume we receive makes this difficult. Our highest placement success is with candidates who have 3+ years of relevant experience. Parenting breaks don’t count against you. If you have not heard from us within 21 days, we have been unable to move forward with your application for this role.
- State/Province Western Cape
- City/Town Ottery, Cape Town
- Country South Africa
Job Description
An opportunity has opened for an experienced Senior Finance and Admin Administrator to oversee private, export, and medical scheme operations. This is an on-site role responsible for managing client accounts, ERP processing, debtors age analysis, cashflow reporting, and tender submissions. Candidates must possess direct experience dealing with medical schemes/funders alongside robust financial administration skills. Role will be part of a great support team and work directly with the Finance Manager.
Key Responsibilities
Quoting and Order Processing: Generate detailed quotes from prescriptions and requests within 3 days in accordance with export SOPs . Verify orders and process them promptly on the ERP system following payment notifications .
Client and Account Management: Conduct ongoing follow-ups on outstanding quotes, provide regular order progress updates to clients and therapists, and resolve queries effectively .
Debtors and Age Analysis: Manage client debit and credit age analysis . Update daily notes on the shared debtors file regarding outstanding payments, refunds, adjustments, and credit notes .
Tender and Bid Administration: Collate supporting documentation for local and export tender RFQs . Coordinate both online and hard-copy submissions, answer post-submission queries, and liaise with internal design and production teams regarding tender specifications .
Price and Cost Alignment: Maintain a centralised master costing and pricing schedule in Excel, ensuring pricing alignment across affiliates, distributors, and contracted medical schemes .
Cashflow Reporting: Compile and submit cashflow breakdowns to the Finance Manager, incorporating work-in-progress (WIP), outstanding orders, and pipeline orders .
Distributor and Therapist Liaison: Maintain regular communication and administrative support for distributors, affiliated role players, and prescribing occupational/physical therapists .
File and Quality Management: Maintain orderly client documentation, motivation letters, prescriptions, and assessments to ensure compliance with Quality Management System (QMS) standards .
Requirements
Medical Scheme/Aid Experience: Direct background working with medical schemes, medical aid claims, or healthcare funders.
Financial Administration: Proven experience in debt management, age analysis, invoicing, and cashflow breakdown reporting .
Tender Management: Demonstrated experience collating, managing, and submitting local and export tender documents/RFQs .
Export Operations: Practical understanding of export administration processes and standard operating procedures is advantageous.
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