Learning & Performance: Finance & Office Administrator at Momentum Metropolitan Holdings Limited

Qualifications:

• Grade 12 or equivalent qualification
• Post matric qualification in Financial Management or Accounting or related qualification.
• Relevant project management qualification (advantageous)

Experience:

• 3 - 5 years’ finance and office administration within the financial services industry.
• 1 year experience working in Learning & Development (preferred)

Knowledge:

• Microsoft Suite (Word, Excel, PowerPoint)
• Knowledge of relevant accounting principles
• Business acumen and understanding of relevant business processes

Duties & Responsibilities

Finance Administration:

• Process daily and monthly financial transactions in line with the internal Momentum Retail procedures and within agreed timeframes, to ensure timely reconciliations and reporting.
• Accurately allocate all L&P cashbook transactions to ensure accurate month-end reporting.
• Process and upload financial reports for all learning, training interventions 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.
• Contribute to the audit process and resolve any audit queries within deadlines.
• Adhere to financial controls and mitigate financial risks.
• Review all documentation to ensure that the correct level of authority has authorised the document.
• Processing of monthly creditors payments according to a payment schedule.
• On a monthly basis, review departmental budget reports obtained from Finance.

Executive Assistance:

• Support diary management activities of the Head of Learning & Performance to effectively manage and optimise time.
• Manage detailed travel arrangements and compile all the relevant documentation for travel-related meetings.
• Oversee all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications.

Client

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Take ownership for driving career development.