Role Purpose
A Reports Coordinator will play an important role in assisting the team with administrative tasks that include organizing, managing and keeping the unit Service Level Agreementcompliant.
The successful applicant will be responsible for compiling and circulating client and internal reports; minute-taking; developing and managing trackers and other ad hoctasks on behalf of the senior management structure of the team.
Requirements
Matric or equivalent qualification
Bachelor's degree (required)
At least 2 years of experience in a professional corporate environment
Experience in Financial Crime Compliance - advantageous
Experience as an executive PA or Finance Administrator advantageous
MS 365 Office Suite of applications (MS Excel, MS PowerPoint, above average ability and working knowledge of Adobe)
Duties & Responsibilities
PROCESS
Reporting
Compile and circulate weekly client reporting
Compile weekly internal reporting
Assist with the compilation of the monthly client report
Assist with collating and circulating quarterly client report
Assist with the monthly internal compliance reporting to fundmanagement
Compile and circulate bi-monthly report to fund management
Ad hoc regulatory reporting where necessary (BHF portal)
Minute taking
Minute-taking at the monthly client governance forum
Minute-taking at the quarterly client risk forum
Serve as a backup minute taker for monthly operational meetings
Assist with the minute-taking at the internal quarterly staff meeting
Minute-taking at various internal management forums
Develop and maintain trackers
Coordinate the collation and preparation of responses to complaints received
Develop and maintain complaints register
Maintain and update regulatory body referrals register
Maintain and update the Sanctions Masterfile on a monthly basis following the monthly governance forum
Update and maintain process documents schedule
Monitor and manage requests received from centralized queries mailbox
Monitor and drive the unit's compliance with internal training andother initiatives.
Track and follow up on the implementation of unit deliverablesfollowing governance forums and client meetings
Other ad hoc activities on behalf of the unit's leadership structure
Assist with reinstatement applications
Track and record provider engagements
Competencies
Reliable
Honest
Positive and pleasant disposition
A high degree of personal integrity
Self-driven
Energetic
Innovative
Attention to detail
Organised
Disciplined
Systematic and methodical worker
Respectful
Professional
Logical thinker
Closing Date
2026/04/05