Financial Quality Coordinator
1 month ago
We are seeking a highly organized and detail-oriented Financial Quality Assistant to join our team at The Legends Agency.
About the RoleThe Financial Quality Assistant will be responsible for obtaining and recording information related to the quality management process, monitoring and reporting on progress, and ensuring compliance with the firm's System of Quality Management (SOQM) and company procedural requirements.
Key Responsibilities- Compile IRBA fee lists from GreatSoft reports and other registers.
- Assist with the IRBA fee reconciliation.
- Support the Quality Consultant with the Rotation schedule.
- Maintain locking lists.
- Maintain archiving lists.
- Perform follow-ups on files due soon for locking/archiving.
- Update 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.
- PI scores follow-up.
- Modified reports list capturing.
- Filing Modified reports.
- Update Reportable Irregularity register.
- Update Communications register.
- Update the CPD register for the CAs.
- Assist with the upkeep of the Training attendance registers.
- Update and maintain other relevant registers kept for quality purposes.
- Capture Master updates onto GreatSoft.
- Engagement letter and Client acceptance form follow-ups.
- Add/update 800 codes on GreatSoft.
- Update spreadsheets relating to the different master updates.
- Ensure all 600/700/800 codes are not ticked for processing.
- Ensure all client data on GreatSoft is consistent.
- Open and link task codes on GreatSoft.
- WIP adjustments.
- Assist the Quality Consultant and Quality Manager with ad hoc tasks.
- Release for reception.
- Capture receipting if the receptionist is not available.
- Capture timesheets disbursements.
- Comply with the firm's System of Quality Management (SOQM), policies, and procedures.
- Comply with the firm's Employee Code of Conduct, which consists of the firm's HR policies, SAICA, IRBA, and IESBA Codes of Conduct.
- Perform ad hoc duties as requested by Directors and Managers or other relevant personnel.
- Grade 12 qualification.
- Diploma or higher qualification in Quality Management will be advantageous.
- Communication skills.
- Organizational skills.
- Time-management skills.
- Problem-solving skills.
- Multi-tasking skills.
- Interpersonal skills.
- Attention to detail.
- Ability to deliver work of a high quality and standard.
- Ability to work in a team.
- General administrative experience.
- Experience in an audit firm will be advantageous.
- Microsoft Office.
- Excel advanced (compulsory).
- GreatSoft (advantageous).
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