Quality Assistant

SUMMARY:
Our client is seeking a Financial Quality Assistant for their team in PE.

POSITION INFO:
Our client is seeking a Financial Quality Assistant for their team in PE.

Location: Port Elizabeth

Requirements:

1. Grade 12
2. Diploma or higher qualification in Quality Management will be advantageous
3. Computer literacy
4. Microsoft Office
5. MS Forms (advantageous)
6. Excel intermediate (compulsory)

• General administrative experience
• Experience within a financial environment is advantageous

• Assists in compiling fee list from reports and other registers
• Assisting with the IRBA fee reconciliation
• Assisting the Quality Department with the Rotation schedule
• Maintaining Locking lists
• Perform follow-ups on files due soon for locking
• Updating Typist registers, locking register, Attorneys register, Claims register, and & Valuations register for locking purposes
• Perform completeness checks on Typist register, locking register, PA register, modified reports list, & Valuations register and fee list
• Maintaining the late locking register and assisting with the compilation of late locking letters
• PI scores follow-up
• Modified reports register: capturing and maintaining register
• Filing modified reports
• Updating Reportable Irregularity register and ensuring the necessary information is received
• Updating Communications register
• Updating conflict check register
• Updating the CPD register for applicable staff
• Assisting with the upkeep of the Training attendance registers
• Assist in follow-up on post-assessment training
• Assist in sending post assessments for training held
• Assist in other training-related tasks
• Maintaining other quality department registers
• Assist the Quality department in ad hoc tasks
• Release for reception
• Compliance with the firm’s System of Quality Management (SOQM), policies and procedures
• Work independently after guidance has been provided by the Quality Department