HEAD OF THE LIABILITY DIVISION – CSI EXPERIENCE ESSENTIAL – REF8439

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R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS

Our client is a leading financial services company, delivering a broad range of financial services and products, on a face-to-face model and via integrated electronic platforms. They specifically focus on wealth management, asset management and insurance solutions for individuals, families and enterprises. They have an asset management division which has been winning mandates and enjoying success.

They now seek a head of the liability division to join their team. You will report to the COO.

JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

  • You will be required to head up the unit trust division and lead 11 unit trust administrators that range from junior to seniors within the division;
  • You will be responsible for processing of instructions in the company’s range of funds;
  • You will be responsible for liaising with the internal and external service providers in terms of systems, cash management and recons;
  • You will be responsible for daily reporting to relevant parties;
  • You will be required to manage the liability team in terms of training, support, promote positive team dynamic;
  • You will be required to conduct performance reviews with team;
  • You will be responsible for review and enhancement of processes and systems;
  • You will be responsible for monthly reporting to management responsibilities;
  • You will be responsible for management of the 12 team members of the liability team;
  • You will be required to work closely with the business analysts in terms of system and process changes;
  • You will be required to work closely with Silica – outsource partner.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

  • You have excellent communication (verbal and written) skills;
  • You have honed interpersonal skills: character / personal approach;
  • You have a keen eye for detail;
  • You have strong client service skills;

Thinking

  • You have a systematic approach:
    • You have the ability to learn and follow established policies and procedures;
    • You have the ability to multi-task and manage multiple projects, and conflicting deadlines;
    • You have the ability to maintain quality and focus while working through repetitive tasks;
    • You are systematic, organised working conventions;
    • You have the ability to prioritise and plan workload;
  • You have a numeric understanding;
    • You have the ability to work with large volumes of data;
    • You are an analytical thinker;
  • You have problem solving and decision making skills:
    • You have the ability to work independently and understand when to escalate;
    • You are able to identify cause effect relationship;
    • You have an organised approach to work environment and tasks;
    • You have commitment to appropriate actions;
    • You have advanced numerate problem solving ability;
    • You have the ability to make informed decisions whilst under time pressure;

Interpersonal:

  • You are an independent worker that supports and motivates a team to reach their goals;
    • You have persistence to getting tasks completed according to standards provided;
    • You are approachable;
    • You are able to control your workload within given time limits;
    • You are able to use initiative in managing workload expectations;
  • Team support:
    • You have the ability to recognise, communicate and assist in solving problems;
    • You are able to share workload;
    • You are able to share knowledge;
    • You have awareness of team members’ state of being;
    • You are able to participate in team decisions and operations;
    • You have awareness of team members’ strengths and weaknesses;
    • You have awareness of team members’ skills and short comings;
  • Ability to cope with pressure:
    • You are able to approach work overload systematically;
    • You are able to ensure awareness of team members in times of pressure;
    • You are able to ensure problem resolution attitude;
    • You are able to communicate pressure catalyzers to appropriate parties;
  • You are professional;
  • You have interpersonal skills and sensitivity;
  • You have problem solving ability;
  • You are reliable;
  • You have policy and systems knowledge;
  • You have general organizing and administration skills;
  • You are resilient (able to cope under pressure);
  • You are goal driven;
  • You have leadership ability and innovation.

CORE QUALIFICATIONS AND EXPERIENCE:

  • B.Com/B.Bus Sc degree;
  • You have a minimum of 5 – 7 years’ current, relevant working experience within the financial services industry and in the CIS environment in a similar role;
  • You have current, relevant experience of working in support of a senior individual and have an understanding of the need for confidentiality;
  • You have superior administration experience;
  • You have excellent MS Office suite skills with strong Excel skills;
  • You have current, relevant experience in working with Mutual Funds / Collective Investment Schemes –
  • You have current, relevant experience in working with Mutual Fnds / Collective Investment Schemes would be preferred – specifically in client servicing and instruction processing;
  • You have current, relevant experience working on AWD, specifically Silica systems – this would be a distinct advantage;
  • You have a driver license with own reliable transport. You will do what is necessary to get the job done on time and right first time.
  • Demanding work environment but great opportunity to work for a very successful business that will pay meaningful performance bonuses on performance and not pay lip service to the hard work you will need to put in.

Friendly, skilled, subject matter expert with great interpersonal and people management skills necessary.