Workflow Co-ordinator (Unit Trusts / Retirement Funds / Financial Services – Cape Town)

Main Objectives of the Role:

*The successful candidate will be responsible for the accurate identification and distribution of work based on cut-off times and work types, ensuring that the business' turnaround times are met. To ensure that the ‘traffic’ and inflow of incoming work runs smoothly and eliminate ‘traffic jams’ in the Operations Department within a leading blue chip investment / asset management company.
*This individual will also attend to various ad-hoc duties and reporting centred around the business within the specified deadlines.
*All of these should be done while observing the strictest high standards in line with the companies ethics and values systems.

Responsibilities:

To accurately and efficiently distribute all incoming instructions received through:
*Incoming faxes and emails via internal system
*Original instructions received from walk-in clients
*Original instructions received via post
*To manage and monitor the daily work queues and workflow through distribution of incoming work by performing daily service request reconciliations to ensure all work items have been processed
*Implement controls to mitigate processing risk, particularly associated with work distribution, cut-off's and turnaround times
*To recommend efficiencies to existing processes and provide input to new processes by identifying trends and irregularities in workflow process
*Ensure timeous processing of daily workflow so as to meet / exceed client expectations and Service Level Agreements (SLA)
*Support company’s stakeholders with ad-hoc duies as required
*Preparation and posting of all client related communication
*Scanning, posting and distribution of received post
*Filing and Metro file maintenance of the received post
*Ensure timeous assistance with communication queries relating to the print room
*Management of returned mail
*Make pensioners cards as requested by the client

Competencies:

*Ability to meet tight deadlines
*Ability to work under pressure
*Accuracy and attention to detail
*Integrity
*Problem solving skills
*Team Collaboration

Skills:

*Ability to distribute work
*Effective verbal and written communication skills
*Processes and procedures oriented
*Time management
*Good with administrative skills
*Excellent planning and organizing skills

Education:

*Relevant business / commerce degree OR
*CURRENT work related experience
*Sound knowledge of the financial industry an advantage
*Intermediate Computer Literacy – Word, Excel & Email