Manco Operations and Client Service Representative at Old Mutual South Africa

Job Description

• This role is accountable for ensuring that the Unit Trust Management Companies comply with the Industry Regulatory frameworks. The incumbent will be required to manage and drives the implementation and governance of the regulatory framework between key service providers, Investment Managers, Regulatory bodies, administrators and Old Mutual, including negotiations, contracting, service and support (SLAs).
• Accountable for execution of tactical business plans (derived from BU Strategy) at operational level.
• Owns operational efficiency and quality, including an operations balanced scorecard incorporating finance, people, process, regulatory, legal, compliance, risk and customer dimensions of the business.
• Integrates decision making across all of these spectrums.
• Manages SLA’s and IMA’s with stakeholders locally and internationally.
• Manage internal stakeholders i.e operations, finance, governance and the Manco Board.
• Manage internal projects impacting on business deliverables.
• Provides operational and best practice context for internal environment.
• Builds relationships with peers and/or colleagues, that impact across business areas.
• Responsible for clear and effective communication to team and business.
• Provides technical consulting services where required.
• Accountable for ensuring the Manco and it’s associated parties, adhere to applicable Unit Trust legislation and regulation

Key responsibilities will include amongst others the following:

Building Relationships

• Builds relationships with external stakeholders, peers and/or colleagues that impact across business areas.

Consulting

• Provides technical and solutions advice.

Governance & Compliance

• Accountable for governance and compliance at an operational level.

Management Effectiveness

• Drives operational excellence through area of supervision.
• Holds service providers, Investment Managers and administrators, accountable to the applicable legislation
• Provides operational and best practice context for internal environment.

Operational Efficiency

• Accountable for execution of tactical business plans at operational level.
• Ensures the effectiveness and appropriateness of operational processes.
• Owns operational efficiency and quality, including an operations balanced scorecard incorporating finance, people, process, legal, compliance, risk, and customer dimensions of the business.

Technical Consultation

• Provides consultancy services where required.

Vendor & Contract Management

• Manages the relationship between service providers and Old Mutual, including negotiations, contracts, IMA’s, service and support (SLAs).

Qualification, Skills and Experience:

• Relevant Tertiary qualification
• 5 years relevant experience – asset fund administration, background in Collective Investment Schemes and operational experience in financial services
• Work independently
• Excel proficiency
• Good Leadership skills
• Demonstrated process improvement would be beneficial
• Risk awareness

Education

• Bachelor Of Finance: Accountancy

Closing Date

27 April 2023