Job Description

Introduction

Through our client-facing brands Momentum Group, 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.

Role Purpose

The successful incumbent will be responsible for providing administrative services for the billing process to ensure accurate and timeous billing and collections.

Requirements

QUALIFICATIONS

Matric Certificate/ Grade 12 Qualification (Essential).
Bookkeeping Short Course/ Diploma (Desirable).

EXPERIENCE

1-2 years of billing and accounting experience.
Previous experience as a billing clerk or in a similar role.

KNOWLEDGE

Accounting software.
Microsoft office suite and Oracle systems.
Accounting standards and relevant legal regulations.
Basic understanding of clerical and administrative procedures.

Duties & Responsibilities

INTERNAL PROCESS

Review billing information and create and issue invoices to clients or members.
Conduct reconciliations to ensure payments and billing process is up to date.
Process refund or credit memos where required.
Preparing account statements for clients or members.
Follow up on outstanding payments to ensure funds are collected.
Address and resolve customer queries related to billing.
Monitor payments and prepare monthly billing reports.
Assisting the accounting department with the preparation of financial reports.
Updating accounting records with issued invoices, processed payments, new balances, and customer contact information.

CLIENT SERVICES

Investigate client queries within the agreed service level and ensure that client receives timeous feedback and escalate client queries to the relevant department or stakeholder.
Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
Through honesty, trust and respect provide authoritative, expertise and advice to clients and stakeholders.
Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
Deliver on service level agreements and 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.

PEOPLE

Develop and maintain productive and collaborative working relationships with peers , clients 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 development
Effectively manage time and ensure optimal productivity
Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
Be self-confident, self-motivated and relentlessly pursue targets and goals.

FINANCE

Identify solutions 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.
Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.

Competencies

Good communication skills
Organising and planning skills
Excellent Numerical skills
Attention to detail
Interpersonal skills
Time management skills
* Problem solving skills