Reports Coordinator at Momentum Metropolitan Holdings Limited

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 Agreementcompliant.
• The successful applicant will be responsible for compiling and circulating client and internal reports; minute-taking; developing and managing trackers and other ad hoctasks on behalf of the senior management structure of the team.

Requirements    

• Matric or equivalent qualification
• Bachelor's degree (required)
• At least 2 years of experience in a professional corporate environment
• Experience in Financial Crime Compliance - advantageous
• Experience as an executive PA or Finance Administrator advantageous
• MS 365 Office Suite of applications (MS Excel, MS PowerPoint, above average ability and working knowledge of Adobe)

Duties & Responsibilities    

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 fundmanagement
• 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 andother initiatives.
• Track and follow up on the implementation of unit deliverablesfollowing governance forums and client meetings
• Other ad hoc activities on behalf of the unit’s leadership structure
• Assist with reinstatement applications
• Track and record provider engagements

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

Closing Date    

• 2026/04/05