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Team Leader Dealing

1 month ago

Cape Town, South Africa LRI Invest Full time

Description

Team Leader - Dealing and Settlements Cape Town

Summary of the position

The role of the Team Leader: Dealing & Settlement involves the management of the Dealing & Settlement team within Apexs Asset Administration Services. The individual will be required to manage the workload and deliverables of the team, assisting with issues coming out of the operations, monitoring of the performance of the team, and to ensure processes are followed and standards are adhered to. The full responsibilities are detailed overleaf.

Outline of main duties and responsibilities

The main responsibilities of the role will be:

- To supervise the duties of the dealing and settlement administrators function as outlined by the operating processes around dealing and settlement of cash and trade instructions;
- To manage the daily workload and deliverables of the team to ensure that all are met within the required cut off times;
- Respond to and resolve any client queries escalated;
- Monitor and manage the performance of the team as well as individual team members;
- Implementation of checks and controls to mitigate risk;
- Monitor training needs of the team and lead training applicable for them;
- Responsibility for the design and implementation of new services and/or clients taken on by the dealing desk;
- Acting as signatory as per operational requirements

Skills and experience required
- B.Com or similar tertiary business study, and at least 2 years experience in Asset Management portfolio administration, or 3 years relevant industry experience.
- Ability to supervise and manage the workload of a team effectively.
- Although leadership experience is not a requirement; proven leadership skills are.
- A high attention to detail and structured approach to work.
- Strong Asset Management middle office knowledge and experience (especially Fund of Fund dealing and cash management).
- Sound knowledge and experience of back office administration processes.
- A good working knowledge of MS office & IT packages (particularly Excel).
- Excellent communication skills (written & verbal).
- Confident & enthusiastic, and able to work under pressure from clients.
- A track record of successfully working within a team and mentoring team members.

Reporting structure

The Team Leader - Dealing and Settlement will report to Manager - Dealing and Settlement
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