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- Distribution Support Administrator
- Velocity Club Intern
- HRM Clinical Coach
- Clinical Preauth Consultant X3
- Disability Claims Administrator
- Clinical Auditor
- Finance Project Manager (6 Months Contract)
- Financial Accountant
- Human Capital Ops Associate
Distribution Support Administrator
| Closing Date | 2024/02/20 |
| Reference Number | MMH240213-6 |
| Job Title | Distribution Support Administrator – Cape Town |
| Position Type | Permanent |
| Role Family | Operations |
| Cluster | Momentum Distribution Services |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Western Cape |
| Location – Town / City | George |
| Introduction | Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. |
| Role Purpose | Internal Processes: Sales and Service ExperienceUnderstanding of end-to-end processes across product linesUnderstanding of end-to-end systems capabilities across product linesChallenge processes that do not serve the business – ease of businessGood understanding of Compliance process adherence and impact of non-adherenceQuotes fulfillment and trackingProfessional presentation of quote and relevant supporting documentation that support the ‘adviceled’ processAccountable for the new business process – end to end completed with least amount of comebackProcess application form and engage with Financial Adviser /practice staff asap after receiptEngage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirementsEnsure all cases and new business applications are correctly recorded and kept up to date on activity managerLog appropriate activities, timeously (quotes and Financial Adviser engagements)Consult systems to view progress – those documents pull through correctlyManage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issuesHaving regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updatesPrepare Consultant for engagement – by providing reports, quote feedback, pipeline businessCo-accountability for Momentum Distribution Service target achievement with consultantAdministratively support Consultant on all planned marketing calls – to follow through in supportUnderstanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reportsTraining of Financial Adviser practice staff through knowledge sharing of digital capabilities (suchas Power BI, Campaign master and etc.)Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiriesEnsure that all training interventions are recorded on appropriate reportsProvide support to other branches (nationally) when need arises to ensure business continuityIdentify and report process and system failures and enhancements to improve client experienceStakeholder EngagementEnsure all internal and external engagements are conducted in a professional mannerMaintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and stakeholders.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.Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client serviceCollaboration and Self-developmentDevelop and maintain productive and collaborative working relationships with peers and stakeholders.Positively influence and participate in change initiatives.Continuously develop own expertise in terms of professional, industry and legislation knowledge.Contribute to continuous innovation through the development, sharing and implementation of new ideas.Take ownership for driving career developmentBusiness Efficiencies and EffectivenessIdentify opportunities to enhance effectiveness and increase operational efficiency.Manage company resources under your control with due respect.Provide input into the risk identification processes and communicate recommendations in the appropriate forum |
| Requirements | The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements. |
| Duties & Responsibilities | Qualifications:Relevant Degree (NQF 7) Business-related qualificationsExperience:Proven minimum of 1 – 3 years’ office administrator experience in the financial services industryExperience in the MDS Sales environment will be an advantageProficient in Afrikaans and English (written and verbal)Knowledge of Microsoft Suite (Word, Excel, Windows etc.) |
| Competencies | Business AcumenDrive for ResultsLeads Change and InnovationCollaborationImpact and InfluenceSelf-Awareness and InsightDiversity and Inclusiveness |
Velocity Club Intern
| Closing Date | 2024/02/18 |
| Reference Number | MMH240208-1 |
| Job Title | Velocity Club Intern |
| Position Type | Temporary |
| Role Family | Operations |
| Cluster | Momentum Life |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Centurion |
| 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 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. Visit us at www.momentummetropolitan.co.za |
| Role Purpose | Momentum Velocity Club is a new generation advice practice that prides itself on simplifying financial planning through the support of a passionate team of money obsessed individuals. The role sets to provide you with a unique opportunity to learn critical relationship management skills, sales skills as well as financial planning product knowledge. The program will be conducted through an engaged on the job training process. At the end of the internship, you will be equipped with the expert knowledge and skills needed to build yourself up for a successful career within the financial services industry.What we do:We’re a team of financial experts that assist people in making smarter financial decisions, improving their relationship with money, and empowering them to plan for their financial success.What value you will be adding:Through establishing long-term relationships, the financial consultant is the main client relationship manager for our professional client segment. They assist clients by helping them better understand where they spend their money and how to plan towards achieving their goals. In line with Momentum Velocity Club’s Financial Wellness philosophy, this role aims to create wealth for our clients by delivering an excellent client experience through continuous engagement on their financial needs and product solutions in a tangible and relevant way. The financial consultant will be highly collaborative with Velocity Club’s experienced team of financial planners, who will be responsible for providing clients with the best-of-breed advice recommendations. This includes life insurance, risk and savings products, investment, retirement, and health.We are looking for someone who will act as a brand ambassador for Momentum Velocity club:Build a strong brand for Velocity Club by having a strong trustworthy relationship withHelp people by creating a safe and non-judgmental relationship where clients feel guided andListen and connect deeply with clients and let them “feel” heard andEncourage clients to sign-up for Momentum Velocity Club’s subscription.Encourage clients to implement the product recommendations made in their financial plans.Be a client advocate towards their financial goals through establishing and guiding the client to understand their |
| Requirements | 3-year business-related university degree (required)3-5 years career working experience in sales / financial services environment (Required)Experience in financial planning and sales environments with a proven track record in client acquisition and retention (required)Knowledge of insurance, investment, risk, or health management related products (advantageous)Aspire for growing towards financial advice and become advice accredited as required by the business over time |
| Duties & Responsibilities | Create and maintain Velocity Club’s client growth and engagement through continuous support and guidance!Engage with stakeholders in a client centric manner, improving client growth, engagement andDrive the achievement of growth and engagement targets to increase the acquisition of new engaged clients and to retain existing engagedEngage with prospective clients to highlight the features and benefits of Velocity Club’s holistic but executable financial plan based on the client’s financial and lifeUsing coaching skills, establish & foster productive, professional, and enabling relationships with clients to manage and enhance the value of allEmploy a coaching approach to facilitate the client relationship and to effectively extract the client’s lifeEnsure the holistic Velocity Club philosophy and house view is embedded with theCapture client information (financial and goals), relevant actions and sales on the systemsComplete all administrative requirements to ensure smooth execution of client’s decisions and choices.Gather sufficient and relevant information to assist the Velocity Club Advice Hub in providing clients with holistic financial planning to reach their life goals.Communicate and present the financial plan prepared by the Velocity Club Advice Hub, to theAssist Velocity Club to unlock value by ensuring that each client has a financial plan andOffer an excellent client experience and frequent engagement activities with clientsEnsure day to day engagements with clients to ensure that all queries and requests are answered, actioned andHold clients accountable to their goals and commitments through regularNetwork across various face to face and digital platforms to establish and build newParticipate and contribute to a culture which builds sustainable relationships, facilitates feedback, and provides a safe environment forDevelop and maintain productive and collaborative working relationships with peers andContinuously developing own expertise in terms of professional, industry and legislation knowledgeContribute to the teams’ continuous innovation through the development, sharing and implementation of new ideasTake ownership for driving own career development, regulatory adherence andManage financial and other company resources under your control with dueAdhere to business and industry rules andUnderstand and possess knowledge of Franchise: advice, engagement and productEnsure proficiency on all solutions andSuccessful implementation and continuous review in line with regulatory requirement |
| Competencies | Understand financial concepts and assist clients to understandUnderstands how the business operates, what the key issues and risks are that drive business success; and how they impact on the commercial viability of potential ventures and the profitability of theAnticipates, meets, and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures clientDrive a sense of urgency, focus, accountability, agility, and execution to deliver businessActively leads change, does what is right for the business and drives continuous improvement throughCreates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, and empowerment in others and encouraging them to contribute to the best of their |
| Enquiries | kabelo.malatjie@momentum.co.za |
HRM Clinical Coach
| Closing Date | 2024/02/15 |
| Reference Number | MMH240116-4 |
| Job Title | HRM Clinical Coach |
| Position Type | Permanent |
| Role Family | Operations |
| Cluster | Health Solutions |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | KwaZulu-Natal |
| Location – Town / City | Cornubia, Durban |
| Introduction | Momentum Health, an entity of Momentum Metropolitan Holdings Limited, delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities. |
| Role Purpose | Responsible for Clinical Risk Management, technical training, mentoring and skills development in line with departmental and individual objectives and ensuring that the business processes and system capabilities are aligned to service delivery. Ensure Quality Assurance, identification of training needs for the HRM team, the design and implementation of appropriate interventions to address identified gaps. |
| Requirements | Registered Nurse with Degree or Diploma (General, Psychiatric and Midwife), is essential.Registration with the SANC, on application.Matric certificate, isessential.At least 5 years post graduate clinical experience.At least 3 years Managed healthcare/ Medical Aid industry/HRM/ experience (in Case Management, Wellness, Chronic and Disease Management), is essential.Strong knowledge of relevant managed healthcare legislation, SAMS Tariffs, Clinical coding, NHRPL and guidelines.Training or coaching qualifications/experience, highly advantageous.Good knowledge of the Oracle system is advantageous. |
| Duties & Responsibilities | Quality random assessment on a sample percentage of various activities performed by the HRM team.Identify clinical and any relevant training needs for team members and draw up training plans in collaboration with HRM Team Leaders.Conduct development programme and provide feedback to HRM leadership throughout the process.Provide comprehensive feedback to the team (group or individual) on assessments outcome, focusing on areas of improvement.Coaches the HRM team on Products, Systems and Processes for improved service delivery.Analysis and collation of relevant reports.Develop and maintain productive and collaborative working relationships with peers and stakeholders.Continuously develop own expertise in terms of professional, industry and legislation knowledge.Ensure that confidentiality on sensitive information is maintained throughout the process. |
| Competencies | Attention to detail and high level of accuracyAnalytical thinking and investigative mindDiversity and CollaborationAdaptabilityResults DrivenTeamworkProactiveAble to work under pressureStrong organization skillsAbility to multi-task |
| Enquiries | Zinhle.Madlala@momentum.co.za |
Clinical Preauth Consultant X3
| Closing Date | 2024/02/20 |
| Reference Number | MMH231012-4 |
| Job Title | Clinical Preauth Consultant x3 |
| Position Type | Permanent |
| Role Family | Client Services |
| Cluster | Health Solutions |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | KwaZulu-Natal |
| Location – Town / City | Durban, Cornubia |
| Introduction | Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities. |
| Role Purpose | To ensure best practice is followed in providing medical care and treatment. |
| Requirements | Matric.Enrolled or Registered Nurse.2-3 years’ experience within the managed care industry.Excellent understanding of the scheme products and legislation.Effective management of scheme rules in line with clinical guidelines.Knowledge of PMB guidelines.Telephonic etiquette. |
| Duties & Responsibilities | Attain daily KPI of 70 –;meet the prescribed number of calls (240seconds Handling time per call).Maintain quality customerservice.Bin management turn- aroundtime of 48 hours.Implementation ofpolicies/protocols related toscheme benefits.Benefits in and out of hospital isappropriately controlled.Exclusions are correctly andconsistently applied.Positive relationships are builtand maintained with hospitalsand providers.Appropriate referral to casemanagement team. |
| Competencies | Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.Actively leads change, does what is right for the business and drives continuous improvement through innovation.Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.Persuades, convinces, influences and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH.Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations. Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned. |
Disability Claims Administrator
| Closing Date | 2024/02/20 |
| Reference Number | MMH220829-2 |
| Job Title | Disability Claims Administrator |
| Position Type | Permanent |
| Role Family | Client Services |
| Cluster | Momentum Corporate |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Western Cape |
| Location – Town / City | Bellville |
| 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 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. Visit us at www.momentummetropolitan.co.za |
| Role Purpose | Provide efficient and effective administration support to ensure the smooth running of a functional area. |
| Requirements | Grade 12 (NQF Level 4)Intermediate Excel1 – 2 years relevant experienceExperience in disability claims processUnderstanding of the Group Insurance Industry advantagous |
| Duties & Responsibilities | Receive and manage all calls from internal and external clients.Provide first time call resolution to resolve all queries timeously and effectively.Dealing with clients in a competent, efficient and professional manner in accordance with the quality standards.Perform an efficient and accurate administrative function.Ensure accurate completion of documentation as per departmental guidelines in order to meet client needs.Take ownership of escalated and unresolved queries and ensure they are resolved timeously and effectively.Compliance with workplace policies and procedures.Identify risks to the company and escalate accordingly.Monitors applications to ensure risks could not potentially lead to financial loss to the company.Engage with appropriate training interventions to promote own professional development.Maintain effective client relationships to ensure successful service delivery and support.Monitor customer delivery constraints and escalate exceptions to management.Maintain positive and productive relationships with key clients.Scanning and Indexing.Update workflow system and upload documents with personal member information.Build and maintain relationships with clients and internal and external stakeholders.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.Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.Develop and maintain productive and collaborative working relationships with peers and stakeholders.Positively influence and participate in change initiatives.Continuously develop own expertise in terms of professional, industry and legislation knowledge.Contribute to continuous innovation through the development, sharing and implementation of new ideas.Identify opportunities to enhance cost effectiveness and increase operational efficiency.Manage financial and other company resources under your control with due respect.Provide input into the risk identification processes and communicate recommendations in the appropriate forum. |
| Competencies | Planning and Organisation SkillsAccountabilityAdaptabilityResults OrientationAttention to DetailCustomer OrientationBusiness Administration SkillsBusiness Writing SkillsCommunicating with Impact |
Clinical Auditor
| Closing Date | 2024/02/22 |
| Reference Number | MMH220708-10 |
| Job Title | Clinical Auditor |
| Position Type | Permanent |
| Role Family | Client Services |
| Cluster | Health Solutions |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | KwaZulu-Natal |
| Location – Town / City | Cornubia, Durban |
| Introduction | Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities. |
| Role Purpose | Ensuring hospital claims are audited timeously and accurately as per our service level agreement, focusing on customer centricity and the quality of service rendered to the member within the scheme’s benefit design. |
| Requirements | Registered Nurse with Degree or Diploma (General, Psychiatric and Midwife) is essential.Current registration with the SANC, on application.Diploma in Theatre Technique or ICU (or minimum 3 years relevant experience) is essential.RPL course would be an advantage.At least 5 years of post-graduate clinical experience is essential.At least 3 years of Managed Care/Medical Aid industry experience is essential.Strong knowledge of PMB legislation, Clinical Coding (ICD 10, CPT & NHRPL), hospital and doctor’s billing guidelines is highly advantageous.Strong Oracle system knowledge and CARM rules is an advantage. |
| Duties & Responsibilities | Review specific hospital claims for clinical appropriateness, treatment received, over usage of equipment/ materials, and consistency with billing rules.Apply scheme rules, clinical policies, and protocols.Liaise with the medical advisor if necessary.Review and maintain clinical auditing rules (CARM) annually.Review hospital network billing guidelines annually and feedback to the business.To identify hospital trends and claiming patterns with the objective of changing provider behavior and giving continuous feedback to the business.Clinical support to provider network team and discussing identified trends to provider team.Attend quarterly HRM operational meetings and feedback regarding trends and application of billing guidelines.Action clinical auditing work and volumes timeously and within set service level agreement.Assist with auth-claim matching queries.Ensure accurate savings is recorded according to pay codes and reason codes; reviewing automated monthly savings report. |
| Competencies | Excellent problem solving skillsAccurate and vigilantTarget orientedAbility to work under pressure and meet deadlinesAnalytical thinking and investigative mindConceptual thinkingAttention to DetailsSelf-MotivationTeamwork focusedAnalytical ThinkingGood time management skillsQuality orientatedTrend management focusThe ability to apply, maintain and expand professional and technical knowledge in order to deliver a better service to customers and improve performance, including sharing knowledge and experience with others.Excellent verbal Communication |
| Enquiries | Zinhle.Madlala@momentum.co.za |
Finance Project Manager (6 Months Contract)
| Closing Date | 2024/02/16 |
| Reference Number | MMH240214-3 |
| Job Title | Finance Project Manager (6 months contract) |
| Position Type | Temporary |
| Role Family | Operations |
| Cluster | Momentum Investments |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Centurion |
| 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 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. Visit us at www.momentummetropolitan.co.za |
| Role Purpose | As the Finance Project Manager, you will play a pivotal role in overseeing and managing financial projects within the finance team. You will work closely with cross-functional teams, including operations, IT and other finance teams, to ensure the successful planning, execution, and completion of financial initiatives. |
| Requirements | Bachelor’s degree in finance, business, or a related field.Relevant certifications (e.g., Certified ScrumMaster, Project Management Professional).Proven experience (2 years) as a Project Manager.Strong understanding of Agile methodologies and experience in applying Agile practices to project management.Excellent communication and interpersonal skills with the ability to collaborate effectively across departments.Analytical mindset with the ability to synthesise complex financial information.Previous experience working in finance-related projects will be beneficial.Financial industry experience (investments/insurance) will be beneficial.Microsoft Suite (Word, Excel, PowerPoint). |
| Duties & Responsibilities | Project Planning and Execution:Develop comprehensive project plans outlining key milestones, deliverables, and timelines.Coordinate with stakeholders to ensure alignment of project objectives with overall business goals.Execute projects in accordance with established budgets and timelines.Collaborate with finance teams to ensure accurate budgeting, forecasting, and financial reporting.Monitor and report on financial KPIs to track project performance.Manage the project close out and the assessment of project effectiveness to make recommendations to improve project impact.Recommend the implementation of initiatives that address project shortcomings or areas of concern.Risk Management:Identify potential risks and develop mitigation strategies to ensure successful project delivery.Proactively address issues that may impact the project’s financial outcomes.Implement best practices for risk assessment and management.Cross-Functional Collaboration:Work closely with various departments, including finance, operations, and IT, to integrate financial projects seamlessly into overall business processes.Facilitate communication and collaboration among team members to drive project success.Identify and manage dependencies between projects across the business.Stakeholder Communication:Provide regular updates and reports to key stakeholders on project progress, milestones, and potential challenges.Communicate effectively with internal and external stakeholders to manage expectations and ensure transparency. |
| Competencies | Strong written and verbal communication skills.Teamwork.The ability to solve problems.Presentation skills.Detailed orientated.Ability to start and finish tasks.Strong Planning and organisational skills. |
Financial Accountant
| Closing Date | 2024/02/19 |
| Reference Number | MMH240208-10 |
| Job Title | Financial Accountant |
| Position Type | Permanent |
| Role Family | Finance |
| Cluster | Momentum Life |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Centurion |
| 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 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. Visit us at www.momentummetropolitan.co.za |
| Role Purpose | This role is positioned within the Momentum Retail Finance team reporting to the Support Financial Manager. The purpose of this role is to ensure that financial records are accurately recorded according to financial reporting standards. In collecting, analysing, and reporting financial data this role has a specific focus on the expense reporting element included in financial reporting. |
| Requirements | Experience and Qualifications Bachelor of Commerce: Accountancy or equivalent.Minimum of 2 years’ financial accounting experience within the Financial Services Industry.Microsoft Excel at an advanced level. |
| Duties & Responsibilities | General Ledger and Reconciliations:Ensure the balancing of general ledger accounts aligned to the source documentation within agreed time frame.Completeness of financial transactions captured in the general ledger.Ensure that all loan accounts are balanced, and income and expenditure is captured to the general ledger within agreed timeframe.Identifying internal financial controls that need to be strengthened through improved reconciliation processes.Review and approve the general ledger journal allocations based on levels of authority and policy.Reporting:Ensure all financial values reported in financial models reconcile to the general ledger and are in line with principles aligned to valuation models.Update financial models within required timelines.Prepare management reports and distribute after investigation and resolving all queries. Responsible for ensuring all management expenses are reported in line will applicable models used for valuation purposes.Analyse financial reports and information to identify area of opportunities or potential financial risks within business.Identify and explain relationships on financial reports and advise stakeholders on the implications of these relationships and provide context to financial information.Advise and guide stakeholders and non-financial managers regarding finance elements.Budget and Forecasts:Update budget models with relevant budget and forecast.Ensure the accurate capturing of budget in the budget reporting framework/ tool.Control and track the budget for the various business areas.Facilitate and manage the budgeting process and evaluate budget information received and discuss errors or omissions with stakeholders.Proactively engage with business to forecast expenses and identify solutions to enhance cost effectiveness and increase operational efficiency.Balance Sheet:Ensure that all valid entries are captured accurately on the balance sheet and reconciled within agreed timeframe.Management of prepaid and accruals on the balance sheet.Documentation:Prepare all documentation for internal and external audit.Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.Fixed Asset Register:Update and maintain the fixed asset register, noting additions and disposals and verification on an annual basis, resolving all discrepancies timely.Risk Management:Ensure all risks are mitigated and escalated to relevant stakeholders.Effective and consistent service delivery and support to all internal clients.Tax:Calculation, declaration and payments to SARS on bi-Monthly basisAdhoc:Ensure that all Adhoc tasks are completed accurately and timeously as agreed at the time.Projects:Ensure that all Projects tasks are completed accurately and timeously as agreed. |
| Competencies | Drive a client centric environment that focuses on best practice service delivery.Self-management and teamwork.Manage and implement sound financial controls. |
Human Capital Ops Associate
| Closing Date | 2024/02/20 |
| Reference Number | MMH240212-5 |
| Job Title | Human Capital Ops Associate |
| Position Type | Permanent |
| Role Family | Human Capital |
| Cluster | Momentum Life |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Centurion |
| Introduction | Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za |
| Role Purpose | The Human Capital Ops Associate will be required to contribute and execute on talent acquisition initiatives and the overall talent acquisition, recruitment and onboarding within Momentum Advice. The HCA will also be responsible for aiding and guidance to employees on benefits such as medical aid and retirement plans. In general, the HCA contributes to operational execution of Human capital processes in service of employee satisfaction and retention. |
| Requirements | Qualifications:HR Diploma or related qualification (advantageous)Diploma in administration and coordination.Experience:1-2 years HR administration including recruitment and employee benefits experienceKnowledge:Knowledge of recruitment workflow process, onboarding and employee benefits-related matters. |
| Duties & Responsibilities | Key OutputsRecruitment and Selection:Coordinate all components of recruitment and talent acquisition.Coordinating of interviews, psychometric testing and verification checks within relevant time frames.Partner with HC Business Partners and Leaders to attract the right talent that is in line with the business strategy for HC Support Functions.Engaging with candidates and providing constant feedback to themDeclining unsuitable candidatesTrack and drive the recruitment processMaintain and update recruitment tracking documents and follow up on outstanding itemsContinuously develop skills through guidance from specialist around shortlisting, sourcing and interviewsContribute to the recruitment process by keeping abreast of developments or innovation within the talent acquisition environment.Onboarding and Benefits:Proactively engage with employees pre-employment regarding benefits to enhance employee experience.Provide first line support to employees regarding their requests/needs and direct them to appropriate channel for assistance when necessary.Provide support to employees on employee benefits such as health benefits, retirement plans, etc.Assist employees complete and submit relevant paperwork to ensure compliance with the legislative requirements and standards.Use various communication methods to provide information to employees regarding benefits and human capital practices to enhance their experience within MMH.Partner with HC Business Partners to share insights and trends and address gaps in human capital processes.Proactively provide guidance to employees about the impact of any life changes or events on their benefitsProactively engage with employees regarding new benefit options, updates, legislative changes etc to ensure ongoing engagement with benefits or products.Ensure record keeping of all relevant employment documentsArrange benefits information sessions (EVP, medical aid and retirement scheme) for all new employees to assist with their financial wellness choices.Promote and create awareness of financial advice available to employees.Coordinate and support the exit of employees to ensure the employee experience remains engaging and risks are mitigated.Execute and oversee the completion of HC related queries from employeesProvide guidance on HC processes, policies and procedures and benefits (such as performance excellence, annual increase, bursaries, maternity leave, leave surrender, long service etc.) and employee benefits.Provide guidance and support to employees on Human Capital systems and processes.Contribute to the continuous updating and integrity of HC related dataMake recommendations to improve processes and procedures in order increase administrative efficiencies.ClientProvide authoritative, expertise and advice to clients and stakeholdersBuild and maintain relationships with clients and internal and external stakeholdersContribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustmentsDeliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managedMake recommendations to improve client service and fair treatment of clients within area of responsibilityPeopleParticipate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client serviceDevelop and maintain productive and collaborative working relationships with colleagues, peers and stakeholders.Continuously develop own expertise in terms of professional, industry and legislation knowledge.Contribute to continuous innovation through the development, sharing and implementation of new ideas.Take ownership for driving your career development |
| Competencies | Business AcumenClient/Stakeholder CommitmentDrive for ResultsLeads Change and InnovationCollaborationImpact and InfluenceSelf-Awareness and InsightDiversity and Inclusiveness |
All the best with your applications.
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