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  • Posted: Nov 7, 2023
    Deadline: Not specified
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  • PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...
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    Creditors Control Clerk (Temporary)

    Job Advert Summary    

    Reporting to the Team leader: Creditors, the incumbent will be responsible for payment of supplier invoices, reconciliation of supplier accounts, compile monthly on-charge and perform adhoc requests when required for documents.

    Minimum Requirements    

    Education: 

    • Grade 12

    Experience:

    • 3-4 years working experience within similar role.
    • 1-2 years industry related working experience.
    • Working knowledge of Great Plains – advantageous. 

    Knowledge and Skills:

    • Knowledge of creditors payments would be advantageous.
    • Knowledge of creditors recons would be advantageous.
    • Application of CAAT.
    • Calculations.
    • Financial Control.
    • Reconciling Financial Records.
    • Money Management.
    • Financial Management

    Competencies:

    • Financial Analysis.
    • Client focus.
    • Decisiveness.
    • Effective communication.
    • Embracing diversity and sensitivity.
    • Enabling team success.
    • Ethics and integrity.
    • Openness to change.
    • Teamwork.
    • Relationship building.

    Duties and Responsibilities    

    • Daily checking and receipting off all invoices for payments in line with the DOA.
    • Capturing creditors payments on Great Plains ensuring payments done within SLA.
    • Performing creditors reconciliations on Great Plains and assist to obtains statements.
    • Posting creditors transaction on Great Plains.
    • Ensuring all payment support is saved on Great Plain and finance server
    • Monthly months end close.
    • Ensuring correct VAT tables used when capturing on Great Plains.
    • Providing proof of payments upon request.
    • Sorting out of any ad-hoc creditor query/payment and measurement of turnaround.
    • All other ad-hoc admin and creditor related tasks.
    • Compile all monthly on-charges.
    • Check all payments are adhering to the PPS Procurement Policy.

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    Junior Bookkeeper (Temporary)

    Job Advert Summary    

    As a Junior Bookkeeper, you will work within the Group Finance Department. The role involves working closely with the Creditors Clerks; Accountants and the Finance Management Team in reconciling and accounting the company’s finances.

    Reporting to the Team Manager: Finance, the incumbent is responsible for Reconciling of cashbook, Handling of Foreign and Rand petty cash, Monthly on charges preparation, General Ledger reconciliations, Daily cash flow, Monthly invoice preparation and journals.  

    Minimum Requirements    

    Qualification:    

    • Matric
    • NQF Level 5 

    Knowledge and Experience:

    • Knowledge of the insurance industry an advantage..
    • Knowledge of bookkeeping an advantage.
    • Knowledge of Great Plains will be advantageous.

    Strategic Orientation:

    • Responsible for the reconciliation between the bank account and the general ledger.
    • Rental reallocations.
    • Intercompany invoices

    Communication:

    • Build a working relationship with fellow colleagues.
    • Anticipates and responds appropriately to the needs, and feedback of various stakeholders internally and externally.

    Commercial Acumen:

    • Able to prioritise and work under pressure.
    • Able to meet strict deadlines.
    • Accuracy and figure orientation are key attributable for this job.

    Computer Literacy:

    • Is adept in the use of the latest MS Office package, particularly Excel, Word and Power-point.
    • Knowledge of Great Plains an advantage.

    Interpersonal and Intrapersonal Skills:

    • Confident.
    • Self-starter.
    • Persuasive and influential.
    • Good networking skills.
    • Good presentation skills.
    • Manages expectations.
    • Self-aware.
    • Professional.
    • Responsible & accountable.
    • Attention to detail

    Duties and Responsibilities    

    BOOKKEEPING:

    • Administering Cash Levels daily.
    • Administration of Cash books.
    • Processing of various month end journals.
    • Assistance with Salaries payments and related payments.
    • Administering statutory payments.
    • Various General Ledger reconciliations.
    • Various other month end reconciliations.
    • Treasury function.
    • General Finance functions.
    • Administering of foreign petty cash.
    • Monthly rental journals and invoice collation.
    • Monthly on charges to subsidiaries.

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    Manager: Group Finance

    Minimum Requirements    

    Education: 

    • CA (SA) with minimum of 3 years post articles

    Experience: 

    • Completed Articles.
    • Previous experience in an Insurance company would be an advantage.
    • IFRS17 knowledge an advantage.
    • Proven track record of being involved in the preparation or audit of Annual Financial Statements in the financial services sector.
    • Experience in a financial accountant role.
    • Exposure to various software solutions.
    • Knowledge of Great Plains an advantage.

    Knowledge and Skills:

    • Good technical accounting knowledge of IFRS. This role gives technical input into Accounting for PPS Insurance Limited and PPS Insurance (Namibia) Limited and disclosure thereof.
    • Financial Reporting knowledge and understanding.
    • Managing process and people to meet strategic objectives and deadlines.
    • Key person ensuring control environment is sound regarding Financial Reporting .
    • Expresses opinions, information and key points of view clearly and assertively.
    • Anticipates and responds appropriately to the needs, reactions and feedback of various stakeholders internally and externally.
    • Able to prioritise and work under pressure.
    • Able to meet strict deadlines

    Competencies :

    • Confident.
    • Self-starter.
    • Persuasive and influential.
    • Good networking skills.
    • Good presentation skills.
    • Manages expectations.
    • Self-aware.
    • Professional.
    • Responsible & accountable.
    • Attention to detail.

    Duties and Responsibilities    

    Processing:

    • Review of transactions in the General Ledger system including Reinsurance, Expenses, provisions and other.
    • Review of all Invoicing and monitoring of payments between company and subsidiaries.
    • Reviewing preparation and Payment of monthly reinsurance.
    • Managing the Accounting Treatment of all leases within the companies.
    • Managing the recoverability of reinsurance claims from reinsurers with the actuarial department

    Reconciling:

    • Reviewing of all relevant balance sheet accounts to third party documentation.
    • Resolving outstanding issues timeously 

    Management Reporting:

    • Reviewing Commentary on variances in the I/S and B/S of the entities.
    • Reviewing and at times preparation of the Group Dashboard
    • Reviewing expenses to Budget by Company / Cost centre and familiar with reasons for variances.
    • Preparation of monthly expense reports to be sent to each Exco member.
    • Review and preparation of Exco slides for Budget / Forecast.

    Budgeting:

    • Overseeing and managing the budget process for Namibia, Foundation and Holdings Trust entities.
    • Review and managing of Input of budgets for central costs and revenues.
    • Review of budgets and obtain a sound knowledge of what is driving income and expenses.
    • Preparing budget /forecast presentations for Exco and Board budget meetings.

    Statutory reporting:

    • Review of the annual financial statements of all entities.
    • Providing all requested information to auditors (external & internal) and attending to Audit queries.

    Team support:

    • Providing input into tax and statutory reporting.
    • Running of all Trial Balances from Great Plains.
    • Work closely with bookkeepers & creditors to ensure correct accounting and allocations in General Ledger.
    • Assisting with Ad Hoc requests of the Senior Manager and Executive of Finance.

    Special Projects:

    • Actively involved in new projects including automation projects of the Group Dashboard and other Financial reports.

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    Broker Consultant

    Purpose of the Job:

    PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role.  The Broker Consultant must be aware of and responsive to the needs and concerns of customers. 

    Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.  

    Minimum Requirements    

    Formal Qualifications:

    • Matric (Grade 12).
    • A three year or higher Bachelor’s degree or National Diploma.
    • A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

    Experience and Knowledge:

    • At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
    • Intermediate knowledge of the Life Assurance or Financial Services Industry.
    • Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential

    Computer Literacy:

    • MS Office package, particularly Internet, Outlook, and Excel

    Interpersonal and Intrapersonal Skills:

    • Relating to customers
    • Communicating in writing
    • Communicating orally
    • Quality orientated
    • Reliable
    • Customer focused
    • Resilient
    • Results-driven

    Duties and Responsibilities    

    • To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information
    • Constant communication and feedback to Advisors relating to all aspects of intermediary operations
    • Plan, organise and control liaisons with intermediaries, their managers
    • Ensure continuous improvement of service standards to clients
    • Ensure alignment to Treating Customers Fairly (TCF), in all business practices

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    Quality Assurance Analyst: PPS Mutual

    Job Advert Summary    

    As the Quality Assurance Analyst, your pivotal role encompasses overseeing the QA function within the PPS Mutual environment, ensuring strict adherence to quality assurance and compliance criteria, as well as actively engaging in claims administration. This multifaceted position is instrumental in facilitating the development and implementation of frameworks and processes to drive continuous improvement in knowledge, skills, and competencies, ultimately enhancing our ability to deliver exceptional client experiences. Your responsibilities span a wide spectrum, including offering guidance and feedback to Operations Managers and PSA staff, implementing quality control protocols, and conducting monthly quality assurance evaluations. Additionally, you will take on claims administration duties, offer essential training support, maintain the quality of the claims process, and provide crucial assistance with operational processes, system requests, and the management of call center overflow calls. Your contribution to our team culture is equally vital, achieved through collaborative efforts, effective communication, and the exchange of innovative ideas.

    Minimum Requirements    

    Experience:

    • Min 3 years’ experience in similar role – Preferably have quality assurance experience in the financial services sector.
    • 1 - 3 years claims experience will be an advantage
    • Call centre / PSA experience will be an advantage.
    • Knowledge of training, quality assurance and claims administration principles
    • Microsoft Office Package at an advanced level

    Duties and Responsibilities    

    • Build on the Quality Assurance framework and processes.
    • Effectively monitor and evaluate client interactions and implemented processes using the appropriate tools.
    • Working with cross-functional teams to deliver exceptional service to all customers according to the published service levels and quality standards.
    • Monitoring and evaluating inputs i.e. technical training provision and outputs i.e. client interactions
    • Assuring “right first time” principle – mistakes eliminated understanding the customers’ needs and requirements.
    • Managing the monitoring, measurement, and review of internal processes
    • Provide guidance and feedback to Operations Managers and PSA staff when required and as requested by Managers in relation to non-conformance to processes, work instructions and systems functionality.
    • Understand and implement quality control procedures to ensure service delivery to achieve required quality standards.
    • Quality Assure 3 workflows for each PSA per month by randomly sampling.
    • Provide quality service to our clients and action requests on system where applicable.
    • Assist the team as and when required with the process execution and Call centre workflows

    Drive improvement and efficiency in Quality Assurance

    • Understanding of changing needs and ensure actions are taken to address these
    • Assist in defining and improving processes and identifying needs for operational efficiency.
    • Effectively propose and apply actions necessary for improvement.
    • Utilise relevant technology to enhance training quality and function.
    • Promote Risk consciousness through QA process.
    • Provide guidance and feedback to Operations Managers based on deviation of processes and escalation data.
    • Understand and implement quality control procedures in relation to the expectation of advisers and members.

    Claims

    • Responsible and do Claims administration and follow ups in line with Work Instructions
    • Assist with continuous training of Technical Claims Specialist and PSA's as required from time to time
    • Quality Assurance of the claims administration

    People

    • Identify team training needs with Management and Trainers
    • Provide support to Managers.
    • Enable an environment in which people can live the continuous improvement culture.

    Stakeholder management

    • Establish, maintain and build relationships with key stakeholders
    • Ensure effective and continuous communication and updates on issues to the team
    • Solicit feedback from clients from customers to access whether their requirements have been met

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    Manager: Group Finance (Investments) - Parktown

    Job Advert Summary    

    The Manager: Group Finance is responsible for to oversee the General Ledger entries and reporting of Investment financial information for PPS Group.
    Provide financial reports and interpreting financial information in order to providing management and PPS Board with accurate information and value added commentary for month end and year end reporting

    Reviewing and Ensuring of

    • Journals to ensure PPS records are updated with Asset managers records
    • Accurate allocation of transactions within mandate and rules
    • Compliance with mandates and compliance letters
    • General Ledger records are accurate and are a true reflection of the investment accounting
    • Investment Income is accounted for and are accurate in the General ledger
    • Monthly reconciliations of Investment reports to General Ledger
    • Capital Gains Tax schedules and completeness and accuracy of reports
    • Monthly members choice workings and rebalance of investment portfolios
    • Rework of Profit and loss quarterly for Financial Year end reporting
    • Monthly Investment Fees are recorded and Management Fees for consolidation is prepared
    • Unit Trust consolidation entries
    • Monthly Dividend tax calculations
    • Provide management and PPS Board with accurate information and value added commentary for month end and year end reporting

    Minimum Requirements    

    Education:

    • BCom (Honors) with relevant experience.

    Experience

    •  5 years working experience
    • Experience in the financial industry

    Knowledge and Skills:

    • Knowledge of the insurance industry an advantage
    • Knowledge of Investments essential
    • Good accounting knowledge and proven track record
    • Proficient user of Finance Software

    Competencies:

    • Attention to detail
    • Self-starter
    • Persuasive and influential
    • Critical thinking
    • Decision making
    • Responsible, accountable & takes extreme ownership
    • High emotional intelligence
    • Resilient

    Duties and Responsibilities    

    Reviewing and Ensuring of:

    • Journals to ensure PPS records are updated with Asset managers records.
    • Accurate allocation of transactions within mandate and rules.
    • Compliance with mandates and compliance letters.
    • General Ledger records are accurate and are a true reflection of the investment accounting.
    • Investment Income is accounted for and are accurate in the General ledger .
    • Monthly reconciliations of Investment reports to General Ledger.
    • Capital Gains Tax schedules and completeness and accuracy of reports.
    • Monthly members choice workings and rebalance of investment portfolios.
    • Rework of Profit and loss quarterly for Financial Year end reporting.
    • Monthly Investment Fees are recorded and Management Fees for consolidation is prepared.
    • Unit Trust consolidation entries.
    • Monthly Dividend tax calculations.
    • Provide management and PPS Board with accurate information and value added commentary for month end and year end reporting .

    Budgeting:

    • Assist in preparation and capture of investment budget.
    • Preparing budget presentations for Exco and Board budget meetings with value added commentary on all variances.
    • Investigate and explain monthly variances to budget on all key numbers .
    • Assist and prepare financial information for the annual financial statements.
    • Bank Confirmation Letters for Financial Year End reporting

    Year-End reporting  and Quarterly:

    • Attending to Internal and External Audit queries.
    • Assist with the submission of the annual tax return (CGT base cost adjustment) Statutory reporting  Realised profit summary and CGT adjusted profit workings.
    • Attending to Audit queries.
    • Solvency Asset requirements (SAM).
    • Investment Asset Allocation Reporting - Reserve Bank Returns.
    • SA Reserve Bank Return (C68 –SARB, B16 and Asset allocation).
    • Namibia reporting (NAMFISA and Regulation 15) Business related issues.
    • Respond to queries from business timeously.
    • Ensuring the smooth transition of the Investment Admin Automation System.
    • Assisting with Ad hoc queries.

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    Financial Advisor

    Purpose of the Job:

    The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

    Minimum Requirements    

    Formal Qualifications:

    • Matric (Grade12)
    • Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum
    • NQF 7 and above qualifiction is highly  advantageous
    • RE 5 completed
    • Successful completion of supervisory process
    • FAIS fit and proper and accredited
    • Postgraduate Diploma in Financial Planning advantageous
    • CFP advantageous

    Experience and Knowledge:

    • 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
    • Knowledge and understanding of the dynamics of the professional client market
    • Experience and track record in high-performance sales environments
    • Knowledge of best practice in Financial Planning and Financial Advisory Services
    • Knowledge and understanding of financial planning through meaningful client engagements

    Computer Literacy:

    • Proficient in MS Office
    • Experience using a CRM system preferable
    • Experience using financial planning software

    Interpersonal and Intrapersonal Skills:

    • Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
    • A passion for the financial planning environment
    • Relationship management and networking skills
    • Able to plan and manage time effectively
    • Analytical and numerical skills with the ability to analyse and interpret statistical information
    • Impeccable work ethic
    • Able to work independently
    • Strong communication
    • High attention to detail
    • Team-orientated
    • Self-motivated and highly driven
    • Strong presentation skills
    • Resilience and tenacity
    • Emotional Intelligence

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    Head: Asset Management Enablement

    Job Advert Summary    

    As custodian of the operational asset management capability, the successful candidate will execute on investment strategies driving key strategic objectives and achieve excellence with streamlining our operational processes across the entire investment life cycle.

    The individual will also be responsible for overall asset management client servicing applying a good understanding of the investment markets, data analytics, PPS Multi-Manager portfolios and end-to-end processes impacting both retail and institutional clients that we service. 

    Minimum Requirements    

    Ideal experience:

    • Minimum of 10 years of experience in investment and asset management operations.
    • Proven leadership experience, with the ability to manage and develop a team.
    • Proven experience in data analysis and system integration.
    • Strong process orientation, use of systems for automation and managing process automation.
    • Program management or product manager experience as it pertains to the Scaled Agile Framework applied for project implementation.
    • Your skills and experience with leading and motivating an operational team, as well as proactively engaging with internal stakeholders will be critical.

    Ideal qualifications:

    • Degree in commerce or related field essential.
    • IT or Business Analysis qualification desired.
    • MBA or studying towards an MBA or similar qualification would be beneficial.

    Systems knowledge:

    • Advanced Microsoft Excel skills
    • Working knowledge of portfolio management systems (Invest One, Multifonds), kdata warehouse systems (e.g. Infostore), Performance & Attribution systems

    Key success measurements:

    • Completion of projects within planned timelines and budget
    • High performing teams over which you have oversight
    • Continuous process improvement 

    Duties and Responsibilities    

    • Manage operational capability to execute and report timeously and accurately on asset management investment instructions both on and off the PPS Investments platform.
    • Enable reporting capability which actively enables investment strategies and client engagement.
    • Develop, document, and implement operational policies and procedures to enhance efficiency and minimise operational and strategic risks.
    • Lead a team of professionals with mentoring; and fostering a culture of accountability and continuous improvement with deliberate development plans.
    • Work closely with executives and senior management to provide strategic insights and recommendations for process enhancements.
    • Manage technology and systems used in the Asset Management Operations, Performance and Reporting, and Investment teams to ensure they are up-to-date and aligned with industry best practice.
    • Manage the Asset Management Operations function including Implementation, Institutional Client Support, Fund Administration (outsourced), Performance and Attribution, Data Analysis and Reporting departments.
    • Bridge the gap between Business and IT ensuring that projects are completed timeously and within budget.
    • Serve as Product Manager for Asset Management in PPS Investments within the Scaled Agile Framework where you will present the vision, roadmap, and high priority features during planning intervals.
    • Preparation, review and dissemination or submission of monthly and quarterly client, regulatory and operational reports.
    • Effective collaboration with business stakeholders to accelerate the implementation of project initiatives and ensure successful outcomes.
    • Assume ownership of data warehouse to ensure efficiency of data feeds and engage with stakeholders to ensure integrity of investment database.

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    Graduate (Investments)

    Job Advert Summary    

    Kick-start your career within the investment industry and join a diverse research and investments team in 2024!

    Are you eternally curious and eager to learn and grow your capabilities? Our 12-month graduate program offers an opportunity to start a career in the investments industry offering a comprehensive learning experience.

    This internship offers a unique opportunity to gain hands-on experience while working with a team of seasoned professionals. You will have exposure to understanding the investments landscape whilst continuing with functional training in an incubated learning environment.

    Bring your technical skills and fresh thinking to support investment decision making process and assumptions and be part of our dynamic team and take your first step in your journey to achieve your development goals and long-term ambitions.

    Minimum Requirements    

    We are looking for exceptionally talented graduates with a completed Bachelor’s or Honour’s degree qualification within the following disciplines or areas of specialisation:

    • Finance, Investments, Economics, Quantitative Analysis, Portfolio Management. 

    Knowledge and competencies:

    • MS Office – intermediate level of MS Word & Excel
    • Strong interest in investments
    • Being resilient
    • Curious
    • Collaborative
    • Client focused

    Duties and Responsibilities    

    • Build an awareness and understanding of the investments industry and the end-to-end client journey.
    • Gain practical experience in investment analysis, portfolio management, and financial research.
    • Work closely with senior professionals who will provide mentorship and guidance throughout the internship.
    • Participate in real investment projects and contribute to the decision-making process.
    • Actively contribute and be accountable within the team where you will be required to integrate and participate in department deliverables.
    • Collaborate with a diverse team in a supportive and inclusive work environment.
       

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    Graduate (Governance)

    Job Advert Summary    

    Kick-start your career within the investment industry and join a diverse governance team in 2024!

    Are you eternally curious and eager to learn and grow your capabilities? Our 12-month graduate program offers an opportunity to start a career in the investments industry offering a comprehensive learning experience.

    This internship offers a unique opportunity to gain hands-on experience while working with a team of seasoned professionals. You will have exposure to understanding the investments landscape whilst continuing with functional training in an incubated learning environment.

    Bring your technical skills and fresh thinking to support investment decision making process and assumptions and be part of our dynamic team and take your first step in your journey to achieve your development goals and long-term ambitions.

    Minimum Requirements    

    We are looking for exceptionally talented graduates with a completed Bachelor’s or Honour’s degree qualification within the following disciplines or areas of specialisation:

    • BCOM LLB or LLB or BCOM (Economics or Finance) Degree 

    Knowledge and competencies:

    • MS Office – intermediate level of MS Word & Excel
    • Strong interest in investments
    • Being resilient
    • Curious
    • Collaborative
    • Client focused

    Duties and Responsibilities    

    • Build an awareness and understanding of the investments industry and the end-to-end client journey.
    • Gain practical experience in legal, regulatory and statutory compliance.
    • Work closely with senior professionals who will provide mentorship and guidance throughout the internship.
    • Provide legal and compliance support to the broader business in relation to regulatory requirements of administrative financial service providers.
    • Actively contribute and be accountable within the team where you will be required to integrate and participate in department deliverables.
    • Collaborate with a diverse team in a supportive and inclusive work environment.

    go to method of application »

    Graduate (Data Analytics)

    Job Advert Summary    

    Kick-start your career within the investment industry and join a diverse data analytics team in 2024!

    Are you eternally curious and eager to learn and grow your capabilities? Our 12-month graduate program offers an opportunity to start a career in the investments industry offering a comprehensive learning experience.

    This internship offers a unique opportunity to gain hands-on experience while working with a team of seasoned professionals. You will have exposure to understanding the investments landscape whilst continuing with functional training in an incubated learning environment.

    Bring your technical skills and fresh thinking to support investment decision making process and assumptions. Be part of our dynamic team and take your first step in your journey to achieve your development goals and, long-term ambitions.

    Minimum Requirements    

    We are looking for exceptionally talented graduates with a completed Bachelor’s or Honour’s degree qualification within the following disciplines or areas of specialisation:

    • Investments, Economics, Statistics, Data Science   

    Knowledge and competencies:

    • MS Office – intermediate level of MS Word & Excel
    • Strong interest in investments and data analytics
    • Being resilient
    • Curious
    • Collaborative
    • Client focused
    • Performance and results driven 

    Duties and Responsibilities    

    • Build an awareness and understanding of the investments industry and the end-to-end client journey.
    • Gain practical experience in supporting the product team in the developing new products, funds and investment strategies.
    • Data governance (quality, accessibility, ownership and security). Engaging with stakeholders to obtain an understanding of their data practices to contract, manage and meet expectations.
    • Identifying opportunities to influence the improvement or enhancement of business processes and methodologies by researching and recommending improvement initiatives and effective ways to operate and add value to PPS.
    • Designing and implementing data strategies and systems, through collaboration with the IT and Business teams, to create and maintain the data architecture that will drive various initiatives across the organisation.
    • Create data tools for analytics and data scientist team members that assist them in building and optimizing our products into an innovative industry leader.
    • Work closely with senior professionals who will provide mentorship and guidance throughout the internship.
    • Actively contribute and be accountable within the team where you will be required to integrate and participate in department deliverables.
    • Collaborate with a diverse team in a supportive and inclusive work environment.

    go to method of application »

    Consultant: Membership And Contributions

    Job Advert Summary    

    An exciting career opportunity for an energetic, attention to detail and results driven Consultant exists. The successful candidate will apply their financial expertise to ensure correct collection, reconciliation, and allocation of Member’s monthly contributions.

    Minimum Requirements    

    • A minimum of Grade 12 with Mathematics and Accounting
    • Tertiary Qualification in a finance related field will be an added advantage.
    • A minimum of 2-3 years’ experience in a reconciliation environment.
    • Sound knowledge of the Medical Aid Industry, Scheme Rules & Regulations, ISO and other related legislation.
    • Effective business Communication & Writing Skills
    • The ability to work under pressure and be a strong team player.
    • Computer literacy (MS Office)

    Duties and Responsibilities    

    • Investigate Member’s monthly payments and ensure correct allocation thereof.
    • Facilitate and conclude monthly payment arrangements with Members and ensure adherence thereof.
    • Ensure Service Level Agreement and/or Fund requirements are complied with.
    • Effective and timeous resolution of members enquiries regarding contributions and membership.
    • Monthly follow up on discrepancies regarding contributions.
    • Update and maintain member profiles on the administration system.
    • Generate monthly System-based reports on contributions and report on default payments.
    • Build and maintain sound relationships with all stakeholders.
       

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