Document Centre Administrator

6 months ago


Johannesburg, South Africa FirstRand Full time

Job Description

To provide a centralized fit for the processing function of all Client Account Opening and maintenance requests. The current function consists of a maker and checker function and the function is interchangeable as per delegation in the team or as and when required. To support front office teams with confirmations, settlements, and reconciliations across the various product sets.

Client requests and document queries
- Receive documentation request from client or internal stakeholder
- Analyze client request
- Identify client need, including documentation requirements
- Pre-populate and send relevant documentation to client for completion
- Vet documentation for correctness
- Execute request and provide feedback to client
- Identify and suggest opportunities for process efficiencies and refer to Client Service team

Documentation Management
- Scan and index verified and validated documentation
- Ensure that most updated documentation is recorded, and outdated documentation are archived

Risk Mitigation
- Process documentation
- Interpret legal documentation for different types of entities for request resolution Verify that all documentation is correct
- Validate documentation received against what exists on record
- Adhere to banking rules and regulations
- Ensure documentation sign-off is in accordance with client requirements
- Take accountability for accuracy and error-free deliverables

Stakeholder relationship management
- Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes.
- Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered.
- Preserves relationships despite airing conflicting views and seeks mutual gains when addressing conflicts.
- Anticipates consequences and adapts problem solving based on continual feedback.
- Act speedily to resolve problems, queries and complaints.
- Adapt communication styles to meet the needs of different audiences.

Job Details

Application Closing Date

15/03/24



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