Job Description

Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za
Role PurposeThe Learning & Performance: Finance and Office Administrator will be responsible for the directing of workflow and overall planning and coordination of the Learning & Performance team. The incumbent will also be responsible for the financial administration of all L&P related projects and functions to enable an efficient running of the L&P function.
RequirementsQualifications:

• Grade 12 or equivalent qualification
• Post matric qualification in Financial Management or Accounting or related qualification.
• Relevant project management qualification (advantageous)

Experience:

• 3 - 5 years finance and office administration within the financial services industry.
• 1 year experience working in Learning & Development (preferred)

Knowledge:

• Microsoft Suite (Word, Excel, PowerPoint)
• Knowledge of relevant accounting principles
• Business acumen and understanding of relevant business processes

Duties & ResponsibilitiesFinance Administration:

• Process daily and monthly financial transactions in line with the internal Momentum Retail procedures and within agreed timeframes, to ensure timely reconciliations and reporting.
• Accurately allocate all L&P cashbook transactions to ensure accurate month-end reporting.
• Process and upload financial reports for all learning, training interventions within agreed timeframes, in adherence to guidelines.
• Provide input into monthly reconciliations and resolve any outstanding queries.
• Investigate and resolve queries related to financial transactions.
• Maintain accurate financial records of financial transactions processed.
• Contribute to the audit process and resolve any audit queries within deadlines.
• Adhere to financial controls and mitigate financial risks.
• Review all documentation to ensure that the correct level of authority has authorised the document.
• Processing of monthly creditors payments according to a payment schedule.
• On a monthly basis, review departmental budget reports obtained from Finance.

Executive Assistance:

• Support diary management activities of the Head of Learning & Performance to effectively manage and optimise time.
• Manage detailed travel arrangements and compile all the relevant documentation for travel-related meetings.
• Oversee all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications.

Client

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Take ownership for driving career development.

Competencies

• Planning and organising skills
• Reporting skills
• Problem-solving skills
• Time management skills
• Communication skills

Momentum