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Senior Accountant - Umbrella

Employer
Alexander Forbes
Location
Sandton Sandton, Johannesburg North Johannesburg, South Africa
Salary
Competitive
Closing date
Dec 9, 2021

View more

Job Role
Accountant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
REF: AFFS/AF CORPORATE AND EMPLOYEE BENEFITS/EM/Sandton/Senior Accountant - Umbrella/231121
Recruiter: Alexander Forbes Group Updated on: 2021-11-26 00:00:00

Start Date: 2021-11-23 End Date: 2021-12-07

AA/EE: Not Applicable Contract Permanent

Location: Sandton Available: ASAP

Category: Banking / Finance And Investment Offer: Market Related

Introduction... Maintain a portfolio of funds by completing the monthly/quarterly tasks to produce annual financial statements of the highest quality to clients within 4 months of the Fund's year end, and (B) coordinate and facilitate submission of financial statements to the FSB within 6 months.Minimum Requirements...

Education
  • Matric (Grade 12) with 6-8 years Retirement Fund accounting experience and studying towards relevant Accounting degree or
  • Relevant Accounting Degree/ Tertiary Qualification

Experience
  • Minimum 3 years Industry related experience (Advantageous)
  • Computer literate in MS Office Suite (Intermediate MS Excel a must)
  • Good verbal and written communication skills

Key Performance Areas

Stakeholder Relationship
  • Establish strong, trust based relationships with internal clients, external clients and other teams within AF Operations and Administration.
  • Effective communication with all relevant parties within Alexander Forbes to achieve the goals and targets
  • Working collaboratively with other departments to coordinate client interactions and resolutions to their needs.
  • Ensuring that effective communication to clients is conducted timeously i.e. audit plans, etc…
  • Client satisfaction with all AFS presented at Audit/Trustee Meetings is obtained.
  • Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
  • Ensuring that the Treating Customers Fairly “TCF" values are top of mind in all dealing with internal and external clients.
  • Developing and enhancing skill levels.

TCF
  • Fulfil his/her duties in such a manner that the relevant TCF outcomes are delivered
  • Constructively speaks up about any TCF short-coming in any part of the business
  • Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences (such behaviour is never punished)

Operational Effectiveness​
  • Produce quality financial statements 2 weeks prior to the commencement of an audit or in accordance to an audit plan
  • Ensure all financial statements are released to clients within 4 months or per client SLA and signed for submission to the FSB within 6 months after year end.
  • Resolving all queries to FSB within the required 30 days from receipt
  • Ensuring 100% compliance rating on internal audits
  • Embrace any technological advancement to gain operational maximum efficiencies
  • All processes and document storage saved on SharePoint /on server/ on Fundi, no shared documents to be saved on desktop
  • Monthly Management of clearing accounts for year-end as per requirements
  • Adherence to procedures to avoid potential PI claims
  • Ensure no FSB Penalties lodged within a review period
  • Management of individual expenses to avoid overruns
  • Clearing of debtors and creditors within required time frames
  • Manage the audit process to avoid cost overruns
  • Producing monthly / quarterly /bi-annual accounts if so required
  • Establish strong, trust based relationships with internal clients, external clients and other teams within Operations and administration teams.
  • Working collaboratively with other departments to coordinate client interactions and resolutions to their needs.
  • Ensuring that the TCF values are top of mind in all dealing with internal and external clients.
Job Specification...
Education
  • Matric (Grade 12) with 6-8 years Retirement Fund accounting experience and studying towards relevant Accounting degree or
  • Relevant Accounting Degree/ Tertiary Qualification

Experience
  • Minimum 3 years Industry related experience (Advantageous)
  • Computer literate in MS Office Suite (Intermediate MS Excel a must)
  • Good verbal and written communication skills

Key Performance Areas

Stakeholder Relationship
  • Establish strong, trust based relationships with internal clients, external clients and other teams within AF Operations and Administration.
  • Effective communication with all relevant parties within Alexander Forbes to achieve the goals and targets
  • Working collaboratively with other departments to coordinate client interactions and resolutions to their needs.
  • Ensuring that effective communication to clients is conducted timeously i.e. audit plans, etc…
  • Client satisfaction with all AFS presented at Audit/Trustee Meetings is obtained.
  • Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
  • Ensuring that the Treating Customers Fairly “TCF" values are top of mind in all dealing with internal and external clients.
  • Developing and enhancing skill levels.

TCF
  • Fulfil his/her duties in such a manner that the relevant TCF outcomes are delivered
  • Constructively speaks up about any TCF short-coming in any part of the business
  • Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences (such behaviour is never punished)

Operational Effectiveness​
  • Produce quality financial statements 2 weeks prior to the commencement of an audit or in accordance to an audit plan
  • Ensure all financial statements are released to clients within 4 months or per client SLA and signed for submission to the FSB within 6 months after year end.
  • Resolving all queries to FSB within the required 30 days from receipt
  • Ensuring 100% compliance rating on internal audits
  • Embrace any technological advancement to gain operational maximum efficiencies
  • All processes and document storage saved on SharePoint /on server/ on Fundi, no shared documents to be saved on desktop
  • Monthly Management of clearing accounts for year-end as per requirements
  • Adherence to procedures to avoid potential PI claims
  • Ensure no FSB Penalties lodged within a review period
  • Management of individual expenses to avoid overruns
  • Clearing of debtors and creditors within required time frames
  • Manage the audit process to avoid cost overruns
  • Producing monthly / quarterly /bi-annual accounts if so required
  • Establish strong, trust based relationships with internal clients, external clients and other teams within Operations and administration teams.
  • Working collaboratively with other departments to coordinate client interactions and resolutions to their needs.
  • Ensuring that the TCF values are top of mind in all dealing with internal and external clients.

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