Reports Coordinator at Momentum Metropolitan Holdings Limited

Role Purpose    

• A Health Coordinator will play an important role in assisting the team with administrative tasks that include organizing, managing, and keeping the unit SLA compliant. The successful applicant will be responsible for compiling and circulating client and internal reports; minute-taking; developing and managing trackers and other ad hoc tasks on behalf of the senior management structure of the team.

Requirements    
Education & experience:

• Matric or equivalent qualification
• B-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

Knowledge:

• MS 365 Office Suite of applications (MS Excel, MS PowerPoint: above average ability & working knowledge of Adobe)

Skills:

• Outstanding verbal & written communication skills & comfortable liaising at all levels throughout the organisation
• Proficient with Microsoft Office 365 (MS Word, One Drive, MS Excel, MS PowerPoint, MS Outlook, etc.)
• Problem-solving ability
• Ability to deal with multiple tasks & stakeholders in a fast-paced environment
• Excellent time management skills.

Duties & Responsibilities    
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 fund management
• 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
• Track and follow up on the implementation of unit deliverables following 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
• Monitor and drive the unit’s compliance with internal training and other initiatives.

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