Reports Coordinator

**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.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- A Reports Coordinator will play an important role in assisting the team with administrative tasks that include organizing, managing,and keeping the unit Service Level Agreement compliant. The successful applicant willbe 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**

**Skills**
- Outstanding verbal & written communication skills & comfortableliaising at all levels throughout the organisation
Proficient with Microsoft Office 365 (MS Word, One Drive, MSExcel, 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**

**INTERNAL PROCESS**

**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 fundmanagement
- 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
- Monitor and drive the unit’s compliance with internal training andother initiatives.
- Track and follow up on the implementation of unit deliverablesfollowing governance forums and client meetings
- Other ad hoc activities on behalf of the unit’s leadership structure
- Track and record provider engagements

**CLIENT**
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements applicable to 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 exceptional client service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

**PEOPLE**
- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development.

**FINANCE**
- Contri