Reports Coordinator

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 will be responsible for compiling and circulating client and internal reports;minute-taking; developing and managing trackers and other adhoc 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 orFinance 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 & comfortable liaising at all levels throughout the organisation
• Proficient with Microsoft Office 365(MS Word, One Drive, MSExcel, MSPowerPoint, 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 fund management
• 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 and other initiatives
• Track and follow up on the implementation of unit deliverables following governance forums and client meetings
• Other ad hoc activities on behalf ofthe 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 turn around 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 ofarea 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