Finance Quality Assistant

SUMMARY:
NEW VACANCY!
Our client in the Finance industry is seeking a Finance Quality Assistant to join their team. Based in Port Elizabeth

POSITION INFO:

Key Duties & Responsibilities / KPIs

• Compile IRBA fee list using GreatSoft reports and relevant registers
• Assist with IRBA fee reconciliations
• Support the Rotation Schedule process
• Maintain and follow up on Locking Lists and related file deadlines
• Update and check accuracy of:
  
  • Typist Register
  • Caseware Locking Register
  • Attorneys Register
  • Claims Register
  • AUP & Valuations Register
  • Modified Reports List
  • PA Register
  • IRBA Fee List
• Maintain Late Locking Register and help prepare related correspondence
• Follow up on PI scores and maintain Modified Reports Register
• File Modified Reports
• Update:
  
  • Reportable Irregularity Register
  • Communications Register
  • Conflict Check Register
  • CPD Register
  • Training Attendance Registers
• Assist with training logistics, post-assessment follow-ups, and post-assessment distributions
• Maintain all quality-related departmental registers
• Support ad hoc tasks as assigned by the Quality Department
• Reception release duties when required
• Ensure compliance with:
  
  • The firm’s SOQM, policies, and procedures
  • The firm’s Employee Code of Conduct, including relevant SAICA, IRBA, and IESBA guidelines

Academic Qualifications

• Grade 12 (Matric)
• Diploma or higher qualification in Quality Management (advantageous)

Skills, Competencies & Experience

• Strong communication and interpersonal skills
• Excellent organisational and time-management abilities
• Attention to detail and high-quality work standards
• Ability to multi-task, adapt to change, and work well in a team
• Problem-solving capability and quick learner

• Computer literate
• Excel (Intermediate level – compulsory)
• MS Forms (advantageous)
• Ethical conduct adhering to:
  
  1. Integrity
  2. Objectivity
  3. Professional competence
  4. Due care
  5. Confidentiality
  6. Professional behaviour

• General administrative experience
• Experience in an audit firm (advantageous)

Computer Packages Required

• Microsoft Office Suite
• Excel (Intermediate – compulsory)
• MS Forms (advantageous)
• GreatSoft (advantageous)