Job Purpose

• To support business objectives by managing fulfilment of requests from clients and staff in order to achieve business results with effective level of client satisfaction and risk management

Job Responsibilities

• Manage financial losses through efficient management of risk and processes
• Ensure effectiveness of processes by tracking, measuring and analysing data relating to work processes
• Perform effective planning to ensure capacity meets business requirements
• Improve efficiency by looking at ways of re-engineering or automating processes
• Maintain a capable high performing team and ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations, utilising the talent grid principles and developing talent retention programmes
• Administration of investment products end to end, that is from client onboarding to client exit.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Professional Qualifications/Honour’s Degree

Preferred Qualification

• Honours degree in Commerce

Minimum Experience Level

• 7 years plus in financial services - Asset management
• 5 years plus in management of people
• 7 years plus in an investment administration management role
• Experience to have automated or digitised some of these processes in previous roles
• Understanding the regulatory environment governing these products and processes in Investment industry
• Worked as a Team Leader or Manager in Client Services Centre in Asset Management