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  • Posted: Mar 17, 2025
    Deadline: Not specified
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  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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    Banking Support Lead

    Requirements

    • Diploma in Financial Management, Accounting, or a related field.
    • 3 to 5 years of experience in the financial services industry.
    • Knowledge of relevant accounting principles, financial systems, and business processes.

    Duties & Responsibilities

    INTERNAL PROCESS

    • Review all documentation to ensure that the correct level of authority has authorised the document
    • Process daily and monthly financial transactions in line with procedure and within agreed timeframes, to ensure timely reconciliations and reporting
    • Allocate all cashbook transactions to ensure accurate month-end reporting
    • Process and upload journals 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
    • Review financial data, consolidate and report within area of responsibility
    • Contribute to the audit process and resolve any audit queries within deadlines
    • Adhere to financial controls and mitigate financial risks
    • Process monthly creditors payments according to a payment schedule

    CLIENT PROCESS

    • Provide authoritative, expertise and advice to clients and stakeholders
    • Build and maintain relationships with clients and internal and external stakeholders
    • Deliver on service level agreements made with internal and external stakeholders and clients
    • Make recommendations to improve client service within area of responsibility
    • Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service

    PEOPLE PROCESS

    • Develop and maintain productive and collaborative working relationships with peers and stakeholders
    • Influence and participate in change initiatives
    • Develop own expertise in terms of professional, industry and legislation knowledge
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas
    • Take ownership for driving career development

    FINANCE PROCESS

    • Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
    • Identify opportunities to enhance cost effectiveness and increase operational efficiency
    • Provide input into the risk identification processes and communicate recommendations in the appropriate forum

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