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At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
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Purpose
To provide specialist advice and to prepare financial information for all stakeholders of the business for informed decision making and to support the business.
- Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Ensure the accurate operation of rates and terms related to financial service offerings.
- Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
- Facilitate internal and external audits, financial statements and regulatory submissions.
- Source, collate, analyse and interpret financial information in order to support the review of the financial performance of the business.
- Provide specialist advice and support mechanisms to safeguard assets in line with organisational policies and procedures.
- Support the accurate preparation of budgets and ensure monitoring of performance against actual outcomes.
- Provide specialist advice regarding effective cost control of financial processes, in line with targeted savings.
- Provide specialist advice and support implementation of loss control measures and ensure that incidents and losses are investigated and reported to management.
- Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
- Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
- Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
Customer
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.
Learning and Growth
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
Competencies
Liberty Values
Technical Competencies
- Management Accounting (Proficient)
- Financial Management (Proficient)
- Financial Acumen (Intermediate)
- Research and Information Gathering (Intermediate)
Behavioural Competencies
- Organisation and Attention to Detail (Intermediate)
- Relationship Management and Networking (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Professional/Technical learning (Intermediate)
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Purpose
To plan, manage and monitor the implementation of customer service activities and processes in order to deliver on approved operational plans in an effective and efficient manner.
Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Additional Minimum Qualifications
Outputs
Process
- Manage the effective implementation of customer service plans and processes, which create an understanding and favourable view of the organisation.
- Manage customer services in alignment with agreed standards to ensure that high service levels are met, maintained and continuously improved.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
Customer
- Manage client query processes and ensure that they are tracked and can be resolved in accordance with operational goals and standards.
- Implement client retention strategies effectively and report on the effectiveness thereof for future improvement.
- Identify improvement needs relating to client service and develop procedural guides to improve effectiveness of associated services.
- Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Liberty Values
Technical Competencies
- Product Related System Application (Intermediate)
- Query resolution (Intermediate)
- Operations Risk Management (Intermediate)
- Operations Management (Intermediate)
- Product and/or Service Knowledge (Intermediate)
Behavioural Competencies
- Analytical Thinking (Intermediate)
- Organisation and Attention to Detail (Proficient)
- Communicating with Impact (Intermediate)
Speak to your HR representative or visit our career site for opportunities within your area.
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Purpose
- To deliver claims related administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
- 1 - 2 years experience in a similar environment
Minimum Qualifications
- Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Process and pay all new and adjustments to area specific claims accurately and timely, ensuring claimants needs are met within authority levels.
- Reconcile specific individual claim histories, resolving queries timeously and accurately.
- Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Collates, records and examines information to make claim settlement determinations and approves or denies payment in line with set standards.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
Learning and Growth
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Query resolution (Basic)
- Administration (Basic)
- Claims knowledge (Basic)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
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Purpose
To provide specialist advise and support in the preparation of financial statements which are accurate and complete and in line with relevant legislative requirements, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
- 2 - 3 years experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
- Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
- Support the auditing process by providing accurate and up to date data in alignment with Org. financial reporting standards and requirements.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Investigate anomolies and or irregularaties to establish and verify facts that leads to the identification and reduction of risks.
- Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
- Accurately reconcile financial transaction records to supporting documentation in order to enable the verification of the validity of transactions.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
Finance
Learning and Growth
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Ensure that established accounting standards, procedures and processes are adhered to, in compliance with legislative regulations.
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Research and Information Gathering (Basic)
- Financial Accounting (Intermediate)
- Financial Systems Administration (Proficient)
- Financial Administration (Basic)
- Reporting and Interpretation (Basic)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Organisation and Attention to Detail (Intermediate)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Basic)
go to method of application »
Purpose
To deliver claims related administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 - 2 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Process and pay all new and adjustments to area specific claims accurately and timely, ensuring claimants needs are met within authority levels.
- Reconcile specific individual claim histories, resolving queries timeously and accurately.
- Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Collates, records and examines information to make claim settlement determinations and approves or denies payment in line with set standards.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Query resolution (Basic)
- Administration (Basic)
- Claims knowledge (Basic)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
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Purpose
Assist in managing and reviewing daily trade transactions processed by the Trade Processing Administrators and support the managers through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
2 - 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
An interest in the financial services industry and should have at least 2 years working experience in this regard.
Outputs
Process
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
- Ensure that all Equities, Money markets, Bonds, Collective investments, and Futures trades are matched completely, accurately, and timeously in the Investment System.
- Ensure that settlement instruction for all trades are sent accurately and timeously to the CSDPs for settlement in the market.
- Ensure that all cash transfer instructions are completed accurately, completely and timeously to facilitate the settlement of the various nature of trades.
- Ensure all East Africa and Multi Manager trades are matched completely, accurately and timeously in the Investment System.
- Ensure all East Africa and Multi-Manager trades are matched completely, accurately, and timeously in the Investment System.
- Ensure that have a firm understanding of the internal systems to ensure all related processing issues can be resolved accurately and timeously.
- Filing needs to be performed daily in an organized manner
- Effective liaising with internal and external parties to ensure trade processing and settlement issues are resolved timeously.
- Process documentation to be updated at when necessary
- Process documentation to be updated when necessary
Customer
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Technical Analysis (Basic)
- Product and/or Service Knowledge (Basic)
- Product Related System Application (Basic)
- Investment Research (Basic)
- Investment Management (Basic)
- Administrative skills (Fundamental) (Intermediate)
- Business Administration Skills (Basic)
- Written Communication (Basic)
- Administration (Basic)
Behavioural Competencies
- Customer Orientation (Basic)
- Interpersonal Effectiveness (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
Method of Application
Use the link(s) below to apply on company website.
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