Job Description

Closing Date 2026/01/23
Reference Number MMH251128-28
Job Title Talent Pool: Finance Clerk
Position Type Permanent
Cluster Momentum Health
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
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
Ensure the accurate, complete and efficient processing of financial transactions including strict adherence to financial administration processes.
Requirements

• Matric. (Essential)
• Diploma / Degree in Accounting. (Desirable)
• Minimum of 1 to 2 years relevant finance experience
• Basic knowledge of accounting principles i.e. how debits and credits work.
• Understanding of the operational systems.
• Advance Excel knowledge.

Duties & Responsibilities
PROCESS

• Process payment/Journal requests.
• Filing of documents.
• Processing bank entries into application system.
• Deal with and resolve queries.
• Assist in the preparation of cashbooks.
• Assistance to the accounting function.
• Ad hoc duties as are required.
• Strive for a 24 hour turn around.
• Review of daily bank statements.
• Capturing of supplier ACB details.

CLIENT

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• 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 after sales services.
• Provide authoritative, expertise and advice to clients and stakeholders.
• 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 financial planning process within area.
• 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

• Account reconciliation skills
• Administrative skills
• Analytical skills
• Communication skills (written and verbal)
• Email etiquette skills
• Complaints handling skills
• Logical thinking skills
• Time management skills
• Interpersonal skills
• Client liaison 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