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 4 years' commissions payroll and support experience in the financial services industry preferable
Financial Numeracy

Duties & Responsibilities

Appointments and Terminations - + Capturing new appointments onto system to ensure timeous payment.
+ Check and Verify data received from source.
+ Processing terminations timeously
+ Calculating accurate leave pay figures when required and in accordance with the business leave rules.
+ Maintain accurate 3rd party data.
Payments - + Processing month end payments to intermediaries and sales employees
+ Processing of unrealized transactions
+ Processing 3rd party payments
+ Processing manual ad hoc payment request
+ Update and maintain scheduler.
+ Administer and update Commspace.
+ Monitor Corporate Extracts, proactively rectify
+ Maintain knowledge of contracts
+ SARS
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

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
* Numeracy