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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
As a Specialist Project Manager you will be responsible for advising and providing support in project management. Develop, maintain and enhance operational business relationships, through the execution of predefined objectives as per agreed SOPs.
Key Responsibilities
- Actively contribute to the effective delivery of project tasks according to allocated duties and project plan and escalate identified risks.
- Provide business support through subject matter knowledge and work area experience to enhance operational service delivery and quality.
- Gather information to inform reporting on relevant metrics and trends to inform pricing and other operational decisions and/or remedial actions.
- Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
- Coordinate project planning activities through the preparation of resource scheduling, physical planning, monitoring and control of project design.
Additional Key Responsibilities
- Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
- Collect information for project tracking and status reporting according to defined project reporting standards.
- 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.
Minimum Experience
- 3 - 5 years working experience in IT Asset Management environment.
- +5 years of experience in successfully implementing IT Asset Management solutions
- Experience in both Hybrid and Agile methodologies.
- Experience in Scrum Master (SAFE will be advantageous).
- Experience in Agile implementation (SAFE Framework)
- Experience within Financial Services.
- Experience in managing multiple projects.
- Working experience with Project Management tool set.
- Management of project teams including internal communications and vendor management.
- Exposure to Office 3653, Jira, and Azure DevOps will be advantageous.
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Project Management.
- Project Management certification is preferred (PgMP, or equivalent), Program Management certification is advantageous.
- Agile Practitioner certification an asset (PMI-ACP or equivalent).
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Purpose
To deliver client reporting 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
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Support financial transactions by providing administrative support services 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.
- Perform a daily review of cash reconciliations and resolve all breaks for segregated funds.
- Send daily reporting to Distribution Team in order to achieve deliverables against agreed deadlines and manage the expectations of the client.
- Attend to emails and investigate queries from internal and external clients
- Maintain / update client list.
- Review and verify data on the monthly Statement M’s and month end reports to be sent to clients by the Distribution Team.
- Ensure completion of quarterly SARB reporting.
- Verify quarterly reporting for client and send to Distribution Team.
- Ensure accurate and complete data set is in data warehouse.
- Ensure accurate and timely completion of NAMFISA regulatory quarterly reporting.
- Where required, assist in testing and implementation of projects and client take-on.
- Regular review and update of process documentations
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
- Financial Management (Basic)
- Financial Administration (Basic)
- Product and/or Service Knowledge (Basic)
- Product Related System Application (Basic)
- Administrative skills (Fundamental) (Intermediate)
- Query resolution (Basic)
- Calculations (Basic)
- Business Administration Skills (Basic)
Behavioural Competencies
- Customer Orientation (Basic)
- Interpersonal Effectiveness (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
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Purpose
To plan, manage and monitor the implementation of marketing management 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 Marketing
Process
- Ensure the accurate use and dissemination of area specific marketing and communication material.
- Monitor the effectiveness of marketing related initiatives and activities to identify recommendations for improvement.
- Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
- Manage the design, development and dissimenation of appropriate marketing material and content that meets business needs and objectives.
- 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
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- 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
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Ensure that org. documentation such as marketing material, media announcements and standard documentation are legally sound and meets business needs.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Technical Competencies
- Risk Awareness (Intermediate)
- Conflict Resolution (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Marketing management (Intermediate)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Stakeholder Engagement and Management (Intermediate)
- Organisation and Attention to Detail (Proficient)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
We put our knowledge and insight acquired over the past 16 years, to serving a pan-African market of the future. Stanlib has received its second certification as a Top Employer from the Top Employers Institute.
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Purpose
To deliver activation related operational and 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 Office Administration
Additional Minimum Qualifications
Outputs
Process
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Process renewals, new business, records, policy servicing, valuations, quotations and technical documentation according to set standards.
- Plan for, administer and process activation related tasks and activities effectively and efficiently in alignment with performance objectives.
- Perform online auto-registration and issue policy documentation.
- Manage policy activation and set up premium collection.
Customer
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
Finance
Learning and Growth
Governance
Competencies
Liberty Values
Technical Competencies
- Product Related System Application (Basic)
- Query resolution (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Administration (Basic)
- Product and/or Service Knowledge (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Intermediate)
- Relationship Management and Networking (Intermediate)
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Purpose
The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences. The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences.
Key Responsibilities
- Interpreting BI requirements and technical specification documents
- Developing reports using SSIS, SSRS and / or SQL Server
- Developing ETL tools using a variety of methods including SSIS
- Combining all elements of the program design and the testing thereof
- BI Database and application/systems designer/architect
- Designing and developing database models
- Developing Database Views, Functions, User Defined Types and Stored Procedures in line with Business Requirements
- Developing SQL server reporting models
- Developing data warehousing
- Developing complex reporting and data extract requirements
- Designing and developing advanced ETL processes
- Review SQL code and ensure compliance with best practices and ensure optimal performance when released to the production environments
- Data analysis for internal and external users
- Support and maintain existing database and BI systems
Experience
- Experience in a Financial Adviser firm or Investment Platform business.
- Experience in delivering exceptional customer service.
- Experience in solving complex problems for customers (internal or external).
- Experience in building successful relationships and working collaboratively across departmental teams.
- Experience at working in a fast paced, proactive and delivery focused environments.
- A deep understanding of investment and life products (to subject matter expert level) in order to talk about investments confidently.
- An understanding of financial services regulation as it relates to investment platform providers.
- An in depth understanding of providing solutions and experiences which delights financial advisers.
- A clear understanding of how an adviser’s business works.
- A clear understanding of the competitive landscape for our platform.
- A strong understanding of change management processes.
- A broad enterprise-wide view of the end to end business and a relevant degree of appreciation for strategy, processes and capability, enabling technologies and governance.
The successful candidate will demonstrate knowledge of:
- Microsoft SQL Server (T-SQL)
- SQL server Management Studio
- Database Warehouse and Data Optimisation
- SSAS, DTS/ SSIS, SSMS, SSRS,
- Javascript, HTML, CSS
- SQL Server Business Intelligence Development Studio
- Microsoft SQL server Report Builder
- Microsoft SQL Reporting services
Qualifications
- Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management.
- Higher grade Maths (or equivalent)
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Purpose
- The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences.
Key Responsibilities
- Test Analysis, Planning, Design, Execution & Reporting of Test Plan:
- User Stories (Unit Testing)
- Feature Testing (Functional Integration Testing)
- System Testing (Regression E2E Testing)
- Assist with User Acceptance Testing (User acceptance criteria review)
- Administering the process of testing / Ensure that the testing is carried out as per the defined standards and procedures
- Participating & Attending in Test-procedure walk-through
- Developing, Optimizing & Maintaining manual and automated test suites
- Using associated test data to design and develop test procedures and cases
- Developing test-product documentation / Test Plans & Evidence
- Quality assurance of non-functional areas such as performance and security.
- Collaborate with business analysts and developers to ensure the solution meets business needs.
- Review release notes and create configuration notes.
- Build and retain critical in‐depth knowledge of the systems developed and maintained.
- Share system knowledge with business users
- Staying updated about the latest test approaches and tools
Experience
- At least 3 years’ experience in a Financial Adviser firm, Financial Services Customer Service or an Investment Platform business.
- At least 5 years Software Testing experience
- Experience in solving complex problems for customers (internal or external).
- Experience in building successful relationships and working collaboratively across departmental teams.
- Experience at working in a fast paced, proactive and delivery focused environments.
- Familiar with Agile project methodology and common testing tools. e.g. Jira/Confluence/Zephyr
Qualifications
- Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management.
- Excellent verbal and written communication skills.
- Higher grade math (or equivalent) passed with a B average.
- ISTQB/ISEB certificate will be beneficial
- Multilingual (Advantageous).
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Purpose
To provide specialist advice and support for business development of information to inform decision making, through the execution of predefined objectives as per agreed standard operating procedures SOPs.
Minimum Qualifications
Bachelors Degree (Investment or Finance related)
Advanced Diplomas (NQF Level 7) Advantageous
Minimum Experience
3 - 5 years in a simalar environment
Responsibilities of Role
- Provide business support through subject matter knowledge and work area experience to enhance operational service delivery and quality.
- Correctly interpret and understand business and or customer requirements in order to develop and produce appropriate written material.
- Collate information, conduct analysis, compile reports and share results for the purpose of improving business processes.
- Collate and gather information to identify business issues and opportunities to improve current operations.
- Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
- 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
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
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.
Technical Competencies
- Research and Information Gathering (Basic)
- Reporting and Interpretation (Basic)
- Operations Management (Basic)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
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Purpose
To provide specialist advise and support in the maintenance and analysis credit risk analysis data in order to provide accurate reports to relevant business stakeholders, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
2 - 3 years experience in a similar environment
Minimum Qualifications
Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- 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.
- Determine special conditions that may be linked to credit approval initiatives.
- Evaluate financial data, such as balance sheets and income statements to determine the level of default risk.
- Prepare reports about the degree of risk in lending money to clients.
- Confer with credit associations and references to exchange credit information on clients.
- Evaluate the financial status of clients by producing financial ratios through specified programs.
- Through proven credit risk methodologies, determine the risk of default to the business on credit.
- 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
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
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
- 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
- Financial Analysis (Intermediate)
- Research and Information Gathering (Basic)
- Financial Accounting (Basic)
- Financial Administration (Basic)
- Reporting and Interpretation (Basic)
- Risk Knowledge (Intermediate)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Analytical Thinking (Intermediate)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
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Purpose
Manage and perform the daily fund accounting tasks with the portfolio administration of Unit Trust Funds, which include money market, asset portfolios, Funds of Funds, and ETFs.
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
B. Com Honors in Accounting an advantagePractical experience in Fund Accounting or Investment Administration is an advantage.
Experienced user of HiPort & P Control (a plus)
Outputs
Process
- 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.
- Eliminate incorrect NAV calculation by ensuring all daily transactions are accurately processed in the Investment Administration system and the pricing system.
- Eliminate incorrect NAV calculation by performing key daily reconciliations for the portfolio.
- Deliver accurate daily Fund packs to pricing managers with all processing and daily reconciliations.
- Detect high-level Fund errors by preparing monthly audit packs with schedules and reconciliations for review to accounting managers for submission to auditors.
- Assist in the accurate monthly, and quarterly and annual regulatory reporting required.
- Assist the Pricing Managers in the supervision and training of the Fund Accountant's allocated tasks.
Customer
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
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
- Research and Information Gathering (Basic)
- Technical Analysis (Basic)
- Investment Research (Basic)
- Investment Management (Basic)
- 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)
- Professional/Technical learning (Basic)
go to method of application »
Purpose
As a Specialist Project Manager you will be responsible for advising and providing support in project management. Develop, maintain and enhance operational business relationships, through the execution of predefined objectives as per agreed SOPs.
Key Responsibilities
- Actively contribute to the effective delivery of project tasks according to allocated duties and project plan and escalate identified risks.
- Provide business support through subject matter knowledge and work area experience to enhance operational service delivery and quality.
- Gather information to inform reporting on relevant metrics and trends to inform pricing and other operational decisions and/or remedial actions.
- Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
- Coordinate project planning activities through the preparation of resource scheduling, physical planning, monitoring and control of project design.
Additional Key Responsibilities
- Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
- Collect information for project tracking and status reporting according to defined project reporting standards.
- 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.
Minimum Experience
- 3 - 5 years working experience in IT Asset Management environment.
- +5 years of experience in successfully implementing IT Asset Management solutions
- Experience in both Hybrid and Agile methodologies.
- Experience in Scrum Master (SAFE will be advantageous).
- Experience in Agile implementation (SAFE Framework)
- Experience within Financial Services.
- Experience in managing multiple projects.
- Working experience with Project Management tool set.
- Management of project teams including internal communications and vendor management.
- Exposure to Office 3653, Jira, and Azure DevOps will be advantageous.
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Project Management.
- Project Management certification is preferred (PgMP, or equivalent), Program Management certification is advantageous.
- Agile Practitioner certification an asset (PMI-ACP or equivalent).
We put our knowledge and insight acquired over the past 16 years, to serving a pan-African market of the future. Stanlib has received its second certification as a Top Employer from the Top Employers Institute.
Method of Application
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