Financial Quality Assistant

The Legends Agency; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A reputable agency in Gqeberha is seeking a Financial Quality Assistant to oversee the quality management process, ensure compliance, and provide administrative support. Candidates must have Grade 12 and possess strong organizational and problem-solving skills. Proficiency in Microsoft Office and advanced Excel is crucial, with experience in an audit environment considered an advantage.

Qualifications

• Grade 12 is a must, diploma in Quality Management is a plus.
• Experience in an audit firm is advantageous.
• Ability to deliver high-quality work and work in a team.

Responsibilities

• Obtain and record information regarding the quality management process.
• Monitor compliance based on guidelines.
• Assist Quality Consultant and Quality Manager with tasks.

Skills

Organisational skills

Problem-solving skills

Interpersonal skills

High quality work delivery

Teamwork

Education

Grade 12

Diploma in Quality Management

Tools

Microsoft Office

Excel advanced

GreatSoft

Job description

About the job Financial Quality Assistant

Short Summary of the purpose of the role:

Obtain and record information with regards to the quality management process, monitor and report on progress as per the firms system of quality management (SOQM) and company procedural requirements, monitor compliance as per guidelines and other ad hoc administrative functions relating to quality within the firm based on instruction and guidance from the Quality Consultant and Quality Manager.

Academic Qualifications Required:

• Grade 12
• Diploma or higher qualification in Quality Management will be advantageous

Skills, Competencies and Experience:

• Organisational skills
• Problem-solving skills
• Interpersonal skills
• Ability to deliver work of a high quality and standard
• Ability to work in a team

Experience:

• Experience in an audit firm will be advantageous

Required Computer Packages:

• Microsoft Office
• Excel advanced (compulsory)
• GreatSoft (advantageous)

Key Duties and Responsibilities Key Performance Indicators:

• Compiling IRBA fee list from GreatSoft reports and other registers.
• Assisting with the IRBA fee reconciliation.
• Assisting the Quality Consultant with the Rotation schedule.
• Maintaining Locking lists.
• Maintaining Archiving lists.
• Perform follow-ups on files due soon for locking/archiving.
• Updating Typist registers, Caseware locking register, Attorneys register, Claims register and AUP & Valuations register for locking purposes.
• Perform completeness checks on Typist register, Caseware locking register, PA register, Modified reports list, AUP & Valuations register and IRBA fee list.
• Assist with the compilation of late locking letters.
• Modified reports list capturing.
• Filing Modified reports.
• Updating Reportable Irregularity register.
• Updating Communications register.
• Updating the CPD register for the CAs.
• Assisting with the upkeep of the Training attendance registers.
• Updating and maintaining other relevant registers kept for quality purposes.
• Capturing Master updates onto GreatSoft.
• Engagement letter and Client acceptance form follow-ups.
• Adding/updating 800 codes on GreatSoft.
• Updating spreadsheets relating to the different master updates.
• Ensuring all 600/700/800 codes are not ticked for processing.
• Ensuring all client data on GreatSoft is consistent.
• Opening and linking task codes on GreatSoft.
• WIP adjustments.
• Assist the Quality Consultant and Quality Manager with ad hoc tasks.
• Release for reception.
• Capturing receipting if the receptionist is not available.
• Capturing timesheets disbursements.
• Compliance with the firms System of Quality Management (SOQM), policies and procedures.
• Compliance with the firms Employee Code of Conduct which consists of the firms HR policies, SAICA, IRBA and IESBA Codes of Conduct.
• Ad hoc duties as requested by Directors and Managers or other relevant