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
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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
Experience
Key Performance Areas
Stakeholder Relationship
TCF
Operational Effectiveness
Education
Experience
Key Performance Areas
Stakeholder Relationship
TCF
Operational Effectiveness
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.
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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