Service Specialist: Adjustments and Technical

1 week ago


Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.
Role Purpose
Requirements
- Relevant tertiary qualification
- Investment management/ statistics /mathematics (advantageous)
- Minimum of four years relevant investment administration experience
- Extensive product - and tax impact knowledge essential
- Microsoft Office ? Excel (advanced) ? Word, Outlook, PowerPoint (intermediate)
Duties & Responsibilities
- Receiving, investigating, and correcting errors on individual investments or on bulk level (unit adjustments, tax calculations, rebalancing and restructuring of multi-manager funds, price corrections and commission corrections).
- Effective and efficient communication of analysis, to relevant stakeholders.
- Complete monthly root cause analysis for distribution to relevant stakeholders.
- Collaboration between administration platforms, product development teams and IT to make sure that recurring errors are addressed.
- Evaluation of current process and suggestions on process efficiencies in line with business objectives.
- Collaboration within the technical team to ensure that all requests are effectively resolved within service level agreements.
- Transferring of and assisting with technical knowledge within the technical team and key role players (Marketing, Legal, Learning and Development, Tax, etc.).
- Process all daily tasks accurately and within the agreed SLA (Alterations, Service Queries, Broker License Queries, General system Queries & Processes Documentation) Support Teams in Problem Solving and Resolve Queries (Escalations, Operational Support, Commissions Support, Technical Team & Corrections, Wealth Service & Other Product Houses for Clients or Brokers who have Wealth Contracts (STI, Investo, Myriad & Annuities)
- Systems & Projects (Strategic Objectives)
- Participation in Projects, Enhancement of Wealth System Active participation in system development and automation projects Ad Hoc & Continuous Projects New & Old (Monthly P&L Incidents Report & Escalations, Fees, Corrections/Fixes, Adjustments)
- Process (Operational Objectives)
Competencies
- Integrity
- Accountability
- Teamwork
- Planning and prioritizing
- Stress Tolerance
- Flexibility
- Excellent Interpersonal skills
- Excellent Written and Verbal Communication skills
- Client centric and service oriented
- Detailed analytical skills also for impact analysis
- Accuracy
- Mathematical and calculation skills
- Aptitude for figures
- Attention to detail
- Time Management
- Deadline driven

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.



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