Operations Team Lead

About us, purpose, experience and qualifications

**about us**:
**purpose**:

- To plan, direct and coordinate financial and operational activities within the relevant Business Unit to drive effective and efficient operations. To supervise a team across Client On-Boarding processes ie. Documentation and KYC so that Client documentation and information is completed accurately and timeously**experience and qualifications**:

- Relevant 1 to 2 year diploma
- 1 to 2 years in a similar role Competencies
- Analytical thinking
- Solution thinking
- Verbal and written communication
- Knowledge sharing
- Planning and Organising
- Building relationships
- Drive and results orientation
- Resilience and Stress Management
- Rule Orientation
- Leading Performance Outcomes**additional requirements**:
**responsibilities**:

- Deliver against operational and cost targets
- Prioritise resource allocation to minimise and reduce wastage
- Monitor costs for the financial year according to the operational plan
- Allocates and approves expenditure
- Review cost reports and resolves or explains variances to the budge Identify, control and escalate potential risks that may lead to increased costs
- Manage costs or expenses within approved budget to achieve cost efficiencies
- Deliver customer experience excellence aligned to Organisational values and service standards
- Build professional long-term relationships with customers based on trust that builds the brand
- Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service
- Provide customers with relevant information to keep them informed of products and service options
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
- Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
- Ensure implementation of relevant policies, governance and practice standards across the business
- Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements
- Ensure compliance is adopted in terms of systems and procedures as laid out by organisation and review in response to audit findigns and changes
- Develops an understanding of risks and risk management approaches Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks
- Educates others and makes suggestions for improvements
- Networks and participates in specialist risk forums where required
- Monitoring daily operations to ensure adherence to client SLA All instructions are correctly actioned within agreed time-lines
- Adherence to reporting requirements, market time-lines are met, 100% compliance with all relevant rules and directives applicable to the specific market for example STRATE and JSE
- Enquiries are accurately processed within agreed timeframes
- Provide guidance to the team to resolve problems Review quarterly PMM report with the Settlements Manager and the Settlements team and follow-up on agreed actions
- Ensure all legal requirements are fulfilled before drawdown can occur, Operations Specialists have settled all instruments on the correct systems daily
- Ensure reconciliation and exception report items are cleared within SLA time-frames Check and approve correspondence to clients Continually look for ways to enhance efficiencies