Job Description

Introduction

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

Disclaimer

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

Role Purpose

To ensure the accurate and timeous payment of intermediaries and sales employees within Momentum.

Requirements

Grade 12 or equivalent qualification
A related tertiary qualification - or studying towards an advantage
A minimum of 1 years' sales remuneration experience in the financial services industry preferable
Financial Numeracy

Duties & Responsibilities

Payments - + Processing of unrealized transactions
+ Update and maintain scheduler.
+ Administer and update Commspace.
+ Monitor Corporate Extracts, proactively rectify
+ Maintain knowledge of contracts
Reconciliations - + Completing relevant recons accurately and timeously
Query Resolution - + Providing detailed, accurate and easily understandable feedback to stakeholders
+ Providing regular updates on outstanding queries
+ Resolving and closing out queries from stakeholders
+ Resolving payment related queries timeously
+ Actioning PC Changes accurately and in accordance with business rules and agreed processes
Journals - + Accurately processing relevant journals
Record-keeping - + Logging accurate transaction types on business systems
+ Accurate recording of supporting documentation onto business systems
Self-Management - + Managing own performance and development
+ Living the MMH Values & Vital Behaviors
Bank and VAT Verifications

Competencies

Attention to detail
Working with people
Relating & networking
Deciding and initiating action
Adhering to principles and values
Writing & Reporting
Analyzing
Planning & organizing
Delivering results
Meeting customer expectations
* Adapting and responding to change