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.

Disclaimer

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

Role Purpose

Provide administrative support with regards to the Billing Process to ensure accurate and timely invoicing and collections.

Requirements

It is essential to have a National Senior Certificate with Mathematics or Mathematical Literacy as a Grade 12 subject
Qualification in Accounting is highly advantageous
1-2 Years' experience in an accounts receivable (debtors) team/environment would be an advantage
Proficiency in MS Excel is essential

Duties & Responsibilities

INTERNAL PROCESS

Review billing information and create and issue invoices to clients or members.
Ensure payment data is accurately imported into the system by the required due date.
Ensure all debit orders are loaded into the system correctly and within the required timeframe.
Conduct reconciliations to ensure payments and billing process is up to date.
Process refund or credit memos where required.
Prepare 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.
Assist other departments with the preparation of financial reports.
Update 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.
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.

Competencies

Examining information
Checking things
Upholding standards
Interpreting data
Following procedures
Producing output
Meeting timescales
* Managing tasks