Description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

The purpose of this role is to accurately process financial information to enable business processes.

Responsibilities

•  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.
•  Accurately allocate all cashbook transactions to ensure accurate month-end reporting.
•  Process 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.
•  Processing of monthly creditors payments according to a payment schedule.

Requirements

•  Grade 12 or equivalent (Essential).
•  Diploma in Financial Management or Accounting or related qualification (Desirable).
•  Knowledge of relevant accounting principles.
•  Knowledge of relevant accounting system.
•  Business acumen and understanding of relevant business processes.
•  1-2 years' relevant experience (Essential).
•  Experience in the financial services industry (Desirable).

Skills & Competencies

•  Administration skills.
•  Critical thinking.
•  Numerical skills.
•  Problem-solving skills.
•  Attention to detail.
•  Microsoft Excel skills.