Csi Administrator

**Introduction**

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 businesses 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 Metropolitan provides practical financial solutions for people, communities, and businesses.

**Role Purpose**

To provide effective administration assistance to the Corporate Social Investment (CSI) team in the implementation of initiatives.

**Requirements**:

- Diploma or degree in Office Administration, Secretarial or related
- 2-3 years relevant experience (essential)
- Knowledge of Microsoft Office Suite (essential)
- Knowledge of relevant business specific systems (e.g payments systems etc.)
- Knowledge of Compliance & Regulations within the CSI Sector (advantageous)
- Exposure to supporting a team (desirable)
- Financial management skill (advantageous)

**Duties & Responsibilities**
- Engage with relevant stakeholders to collate information required for BEE reporting and audits.
- Manage the project document library, i.e., proposals, SLA’s, payment documents, etc.
- Coordinate the logistics required to manage project roll-outs, site visits, wrap-up, reporting and exiting of projects.
- Provide administrative support and coordinate CSI program activities and initiatives in line with business requirements.
- Obtain data for regulatory and finance reporting.
- Assist with queries from internal and external clients.
- Manage the MM Foundation’s mailbox.
- Process and record payments as per invoices received and ensure that proof of payments are received back from the Finance department and sent to relevant clients.
- Monthly tracking of all Invoices and payments.
- Perform audit procedures including identifying and defining issues, reviewing and analysing evidence and documenting client processes and procedures.
- Provide guidance and support to business on documentation related to compliance and reporting in line with expectations.
- Compile accurate portfolios of evidence for various CSI audits.
- Ensure all documentation complies with the requirements of the CSI principles, practices and other regulative bodies and legislation.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with internal and external stakeholders.
- Contribute to the process of negotiating objectives and realistic service level agreements, monitor appropriateness and recommend adjustments.
- 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.
- Conduct site visits when necessary.
- Work within provided budgets for executing various activities.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Key stakeholder groups: CSI Industry Professional Partners and Suppliers, Business, Employees, Foundation Board.

**Competencies**
- Problem-solving skills
- Planning skills
- Interpersonal skills
- Microsoft Office
- Time management skills
- Coordination skills
- Attention to detail
- Project management skills