Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses 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 organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

A Reports Coordinator will play an important role in assisting the team with administrative tasks that include organizing, managing,and keeping the unit Service Level Agreement compliant. The successful applicant willbe responsible for compiling and circulating client and internal reports; minute-taking; developing and managing trackers and other ad hoc tasks on behalf of the senior management structure of the team.

Requirements

Education & experience

Matric or equivalent qualification
B-degree (required)
At least 2 years of experience in a professional corporate environment
Experience in Financial Crime Compliance - advantageous
Experience as an executive PA or Finance administrator -advantageous

Knowledge

MS 365 Office Suite of applications (MS Excel, MS PowerPoint:above average ability & working knowledge of Adobe)

Skills

Outstanding verbal & written communication skills & comfortableliaising at all levels throughout the organisation
Proficient with Microsoft Office 365 (MS Word, One Drive, MSExcel, MS PowerPoint, MS Outlook, etc.)

Problem-solving ability
Ability to deal with multiple tasks & stakeholders in a fast-paced environment
Excellent time management skills.

Duties & Responsibilities

INTERNAL PROCESS

Reporting

Compile and circulate weekly client reporting
Compile weekly internal reporting
Assist with the compilation of the monthly client report
Assist with collating and circulating quarterly client report
Assist with the monthly internal compliance reporting to fundmanagement
Compile and circulate bi-monthly report to fund management
Ad hoc regulatory reporting where necessary (BHF portal)

Minute taking

Minute-taking at the monthly client governance forum
Minute-taking at the quarterly client risk forum
Serve as a backup minute taker for monthly operational meetings
Assist with the minute-taking at the internal quarterly staff meeting
Minute-taking at various internal management forums

Develop and maintain trackers:

Coordinate the collation and preparation of responses to complaints received
Develop and maintain complaints register
Maintain and update regulatory body referrals register
Maintain and update the Sanctions Masterfile on a monthly basis following the monthly governance forum
Update and maintain process documents schedule
Monitor and manage requests received from centralized queries mailbox
Monitor and drive the unit's compliance with internal training andother initiatives.
Track and follow up on the implementation of unit deliverablesfollowing governance forums and client meetings
Other ad hoc activities on behalf of the unit's leadership structure
Assist with reinstatement applications
Track and record provider engagements

CLIENT

Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

PEOPLE

Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
Positively influence and manage change and offer specialist support where required.
Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
Take ownership for driving career development.

FINANCE

Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Implement and provide input into governance processes, systems and legislation within area of specialisation.
Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes
Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

Competencies

Reliable
Honest
Positive and pleasant disposition
A high degree of personal integrity
Self-driven
Energetic
Innovative
Attention to detail
Organised
Disciplined
Systematic and methodical worker
Respectful
Professional
* Logical thinker