Investment Work Coordinator, Cape Town , South Africa

This position is within the Investor Services team of a leading Asset Manager and the candidate will be reporting to the Team Leader.

The candidate will be responsible for the accurate capturing, indexing, allocation and distribution of work based on cut-off times and work types, ensuring that business turnaround times are met. The candidate will also be responsible for various types of reporting centered on work coordination and will be required to perform duties within specified processes and deadlines as well as ad hoc duties and additional responsibilities from time to time – All of these should be done while observing the strictest high standards in line with the company ethics and values systems.

This person will need to be flexible, energetic, trustworthy, great on attention to detail, organized, self-disciplined, self-motivated, highly driven and enjoy working in a team environment. The person needs to ensure excellent client service delivery whilst upholding the values, standards and integrity of the company. The job requires the candidate to work actively within a team for prolonged periods of time.

Main responsibilities

*Accuracy and attention to detail.
*Ability to accept responsibility for all tasks done.
*Ability to ensure a thorough knowledge of processes and procedures.
*Ability to function well under pressure.
*Ability to work effectively as part of a team.
*Computer Literacy.
*Deadline Driven.
*Excellent organisational skills.
*Excellent time management skills.
*Excellent verbal and written communication skills.
*Excellent Problem Solving skills.
*Flexible, energetic, trustworthy, organised, self disciplined.
*Good communication skills.
*Results orientated.
*Self motivation.
*The highest standards of personal integrity.

Qualifications
*Relevant business / commerce degree or current related experience.
*Sound knowledge of the financial industry an advantage.
*Intermediate Computer Literacy – Word, Excel, Email.

Skills/Competencies and experience

Main Function:

*To manage and monitor all the daily queues and workflow
*To manage the distribution allocation of all incoming work
*The identifying and allocation of all client instructions received within the dedicated deadlines to the relevant Administration teams (Domestic Unit Trusts, Offshore Mutual Products, Individual Retirement Products) through any of the following means:

? Incoming faxes via Siebel
? Original instructions received from walk in clients
? Original instructions received via the mail
? Post

*To identify and split any service requests where there is a requirement to do so
*Creating new Client Contacts on the Siebel System
*Preparation and posting of brochures for all the Domestic Unit Trusts, Offshore Mutual Products,
*Individual Retirement Products
*Scanning and photocopying
*Sorting and distribution of incoming mail
*Filing and Metro File Maintenance
*Mailing of marketing material across all products
*Management of Cut-Off times
*Support fellow team members and Team Coordinator
*To ensure timeous processing of daily workflow so as to meet/exceed client expectations and Service Level Agreements (SLA’s)

Secondary Function (Controls):

*To perform daily Service request reconciliations to ensure all work items have been processed
*Exception reporting and resolution
*To prepare daily management reports centred around work co-ordination
*To identify trends (trend analysis)
*To report any queue irregularities
*To recommend efficiencies to existing processes and provide input to new processes
*To document all processes, procedures and controls and ensure material is continually updated as relates the work function
*Implement controls to mitigate processing risk, particularly associated with work distribution, cut-off’s and turnaround times
*Assist with an queries/provide knowledge support where required
*Ad hoc duties/projects as may be required from time to time