Organisational Effectiveness

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 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. 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.

To provide administrative and clerical day to day support to the team of Organisational Effectiveness Consultants (OE) and assist with the co-ordination of processes, dynamic and challenging initiatives. This position covers exposure to a support role in awide spectrum of Organisational Effectiveness activities.

Process

• Be the point of contact with regard to the administration for relevant OE related projects.
• Work closely with the OE team in the delivery of all business as usual and project related work.
• Use project management skills to document, track and report progress on project plans.
• Organise and plan the logistics and coordination of workshops. 
• Perform an efficient and accurate administrative function for the OE team.
• Perform admin and governance functions involving the compiling and arranging of records and data.
• Co-ordinate the scheduling of assessments and reporting on assessments.
• Co-ordinate and arrange detailed travel arrangements and ensure to comply with all the documentation for travel-related meetings.
• Support with the managing of calendars and effectively schedule.
• Pro-actively screen incoming meeting requests, correspondence and respond independently where possible.
• Collaborate in supporting two-way communication between various internal and external stakeholders.
• Engage in the administrative function of the project budget and finances.
• Liaise with external service providers.
• Drive the timeous payments of invoices from third party suppliers.

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.
• Provide assistance by organising and scheduling training interventions for clients as identified by the OE Consultants.
• Deal promptly with client requests in a competent, efficient and professional manner.

People

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
• 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

• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and provide input into governance processes, systems and legislation within area of specialisation.
• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
• Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

Qualification

• Matric
• Relevant tertiary qualification / diploma advantageous 

Skills

• HR operations skills
• Administrative skills
• Coordination skills
• Customer service skills
• Communication skills (written and verbal)
• Excel proficiency

Experience

• 3 to 5 years of Administration experience. 

• Following Procedures
• Checking Things
• Managing Tasks
• Meeting Timescales
• Interacting with People
• Team Working
• Examining Information
• Documenting Facts
• Action-orientation