Finance Clerk

Momentum Health; Durban; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Momentum Health seeks a diligent finance admin professional to ensure accurate processing of financial transactions and strict adherence to administration processes. The role requires Matric, a finance diploma/degree desirable, 1–2 years experience, and strong Excel skills.

Responsibilities include processing payments and journals, filing, bank entries, query resolution and assisting the accounting function. A 24-hour turnaround and diligent client service are expected.

Qualifications

• Matric is essential.
• Diploma or degree in finance desirable.
• 1–2 years of relevant finance experience.
• Basic knowledge of accounting principles (debits/credits).
• Understanding of the operational systems.
• Advanced Excel knowledge.

Responsibilities

• Process payment/Journal requests.
• Filing of documents.
• Processing bank entries into the application system.
• Deal with and resolve queries.
• Assist in the preparation of cashbooks.
• Assistance to the accounting function.
• Ad hoc duties as required.
• Strive for a 24 hour turnaround.
• Review of daily bank statements.
• Capturing of supplier ACB details.
• Investigate client queries and provide timely feedback.

Skills

Advanced Excel

Finance transaction processing

Accounting basics

Operational systems understanding

Education

Diploma / Degree in Finance (Desirable)

Tools

Accounting software

Job description

Through our client-facing brands Momentum Group, 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.

Role Purpose

Ensure the accurate, complete and efficient processing of financial transactions including strict adherence to financial administration processes

Requirements

Matric is Essential

• Diploma / Degree in (Desirable)
• Minimum of 1 to 2 years relevant finance experience
• Basic knowledge of accounting principles i.e. how debits and credits work.
• Understanding of the operational systems.
• Advance Excel Knowledge

Duties & Responsibilities

PROCESS

• Process payment/Journal requests.
• Filing of documents.
• Processing bank entries into application system.
• Deal with and resolve queries.
• Assist in the preparation of cashbooks.
• Assistance to the accounting function.
• Ad hoc duties as are required.
• Strive for a 24 hour turn around.
• Review of daily bank statements
• Capturing of supplier ACB details.

CLIENT

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development.
• Take ownership for driving career development.

FINANCE

• Contribute to the financial planning process within area.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Examining Information

Analyses and processes information asks probing questions strives to find solutions to problems, Documenting Facts:Writes fluently when documenting facts understands arguments logically focuses on finding facts, Team Working:Works participatively with others is democratic and encourages team contributions collaboratively involves others in decisionmaking, Meeting Timescales:is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, Checking Things:is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed.

Following Procedures

Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, Managing Tasks:Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks, Producing Output:Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multitasking to produce output.