Job Description

Closing Date 2025/10/17
Reference Number MMH251010-1
Job Title Talent Pool: Bookkeeper
Position Type Permanent
Role Family Finance
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
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 Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za
Additional Information
This is a general talent pool advertisement. By applying, you are expressing your interest in being considered for future job opportunities within our organization. Please note that this is not an active vacancy, and you may not receive an immediate response. We encourage you to apply to other relevant roles that are currently open, and we will contact you when a suitable position becomes available.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Accurately process financial information to enable business processes.
Requirements
Experience and Qualification

• Grade 12 or equivalent is Essential
• Diploma in Financial Management or Accounting or related qualification is Desirable
• Knowledge of relevant accounting principles
• Knowledge of relevant accounting system
• Business acumen and understanding of relevant business processes
• 1-2 years' relevant experience Essential
• Experience in the financial services industry is Desirable

Duties & Responsibilities
INTERNAL PROCESS

• Review all documentation to ensure that the correct level of authority has authorised the document.
• Process daily and monthly financial transactions in line with procedure and within agreed timeframes, to ensure timely reconciliations and reporting.
• Accurately allocate all cashbook transactions to ensure accurate month-end reporting.
• Process journals within agreed timeframes, in adherence to guidelines.
• Provide input into monthly reconciliations and resolve any outstanding queries.
• Investigate and resolve queries related to financial transactions.
• Maintain accurate financial records of financial transactions processes.
• Review financial data, consolidate and report within area of responsibility.
• Contribute to the audit process and resolve any audit queries within deadlines.
• Adhere to financial controls and mitigate financial risks.
• Processing of monthly creditors payments according to a payment schedule.

CLIENT

• 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.

PEOPLE

• 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.
• Take ownership for driving career development.

FINANCE

• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

• Administration skills.
• Critical thinking.
• Numerical skills.
• Problem-solving skills.
• Attention to detail.
• Microsoft Excel skills.

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Skills Required