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  • Posted: Feb 5, 2024
    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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    CSI Administrator - Centurion

    Requirements

    • Diploma or degree in Office Administration, Secretarial or related
    • 2-3 years relevant experience (essential)
    • Knowledge of Microsoft Office Suite (essential)
    • Knowledge of relevant business specific systems (e.g payments systems etc.)
    • Knowledge of Compliance & Regulations within the CSI Sector (advantageous)
    • Exposure to supporting a team (desirable)
    • Financial management skill (advantageous)

    Duties & Responsibilities

    • Engage with relevant stakeholders to collate information required for BEE reporting and audits.
    • Manage the project document library, i.e., proposals, SLA’s, payment documents, etc.
    • Coordinate the logistics required to manage project roll-outs, site visits, wrap-up, reporting and exiting of projects.
    • Provide administrative support and coordinate CSI program activities and initiatives in line with business requirements.
    • Obtain data for regulatory and finance reporting.
    • Assist with queries from internal and external clients.
    • Manage the MM Foundation’s mailbox.
    • Process and record payments as per invoices received and ensure that proof of payments are received back from the Finance department and sent to relevant clients.
    • Monthly tracking of all Invoices and payments.
    • Perform audit procedures including identifying and defining issues, reviewing and analysing evidence and documenting client processes and procedures.
    • Provide guidance and support to business on documentation related to compliance and reporting in line with expectations.
    • Compile accurate portfolios of evidence for various CSI audits.
    • Ensure all documentation complies with the requirements of the CSI principles, practices and other regulative bodies and legislation.  
    • Provide authoritative, expertise and advice to clients and stakeholders.
    • Build and maintain relationships with internal and external stakeholders.
    • Contribute to the process of negotiating objectives and realistic service level agreements, monitor appropriateness and recommend adjustments.
    • Deliver on service level agreements made with 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.
    • Conduct site visits when necessary.
    • Work within provided budgets for executing various activities.
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
    • Key stakeholder groups: CSI Industry Professional Partners and Suppliers, Business, Employees, Foundation Board.

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