Job Vacancies at Liberty Group South Africa

Purpose

• To deliver support services in order to improve the customer experience 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

Outputs
Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Ensures that the customers are serviced according to the standard operating procedures.
• 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.
• Prepare or compile agenda packs and documentation for Trustee/ManCom meetings.
• Assist with the compilation of minutes of Trustee/ManCom meetings.
• Assist with sourcing technical and legal advice to be provided to clients.
• Assist with daily administration issues on retirement funds in the portfolio.
• Facilitate the production and distribution of member benefit statements to clients.
• Assist with the annual rate review process on retirement funds.

Customer

• Liaise and interact with customers via approved communication channels in a positive and helpful manner.
• Build and maintain contact with customers to promote organisational products and services.
• 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

• Product Related System Application (Basic)
• Communication skills (Fundamental) (Intermediate)
• Customer Liaison (Basic)
• Product and/or Service Knowledge (Basic)

Behavioural Competencies

• Organisation and Attention to Detail (Basic)
• Customer service orientation (Basic)
• Customer Orientation (Basic)

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Purpose

• As a Snr Specialist: IT Systems Support SQL Database administrator you will scrutinise information using data analysis tools.

Key Responsibilities

• Organize, manage data and keeping databases up to date.
• Troubleshooting SQL server, SSIS and SSRS and supporting applications.
• Ensuring application stability and availability through defined SLAs.
• Helping with database design and development.
• Managing database access.
• Designing maintenance procedures and putting them into operation.
• Liaising with programmers, applications/operational staff, it project managers and other technical staff.
• Managing database security/integrity and backup & restore standards and procedures.
• Implementing and maintaining security measures.

Additional Key Responsibilities

• Defining objectives through consultation with staff at all levels.
• Writing reports, documentation and operating manuals.
• Testing and modifying databases to ensure that they operate reliably.
• Providing user training, support and feedback.
• Writing disaster recovery plans.
• Archiving of data according to business requirements.
• Providing technical expertise on data storage structures, data mining, and data cleansing.
• Ensure proper controls are in place to meet Audit requirements.
• Maintain ongoing monitoring on all SQL environments to optimize for best performance.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
• Cloud : Knowledge and experience with Azure SQL and/or setting up and configuring SQL clusters on AWS through RDS or similar.
• In-depth knowledge and understanding of Microsoft SQL Server.
• In-depth knowledge and understanding of Microsoft SSRS.
• Excellent understanding of how to install and configure SQL applications to best practices and standards.
• In-depth knowledge of Always-On Availability (AAG) , setup and configurations.
• High-Availability understanding, configuration and implementation.
• Excellent knowledge of CDC and log harvesting to support data replication tools.

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences.
• Skilled in Agile methodology, Preferred - SAFe for Teams (SFT)Preferred - AWS/ MS Azure Foundation.

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Purpose

• To process premium collection financial transactions accurately and timeously.. Reconciles and splits accounts to ensure correct allocations and conducts investigations into queries and troubleshoots problems.

Minimum Experience
Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting

Outputs
Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Reconcile accounts and checks for accuracy in line with procedural guidelines.
• Conducts daily system enrichments of all payments received into the stop order account.
• Investigates root cause of processes not working and implements new suggestions.
• 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

• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Contribute to the effective and efficient administration of operational costs within budget, identify areas of financial risk and escalate.
• Identifies payments received into Liberty's stop order account for respective Companies. Follows up with the bank on unidentified payments to get more information to trace the payment to the payee.
• Confirms payment made by companies. Keeps records of communication and follow ups and conducts write-offs according to audit rules. Liaises with Finance and provides feedback on all outstanding amounts.
• 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 Control (Basic)
• Calculations (Intermediate)
• Financial Administration (Basic)
• Financial Acumen (Basic)

Behavioural Competencies

• Organisation and Attention to Detail (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

• Provide specialist advice and support in terms of financial control's practice formulation and associated best practice improvements and do financial accounting, validation and reconciliation and legal entity statutory reporting.

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

• Qualified Chartered Accountant - CA (SA) or B Comm honors with experience in an Investment Banking environment.

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.
• Prepare, process, validate and report financial accounting data and disclosure information associated with LibFin’s activities as required for and by LibFin Finance, Group Finance and Group Tax.
• End to end accounting and reporting for LibFin special purpose vehicles including annual financial statement preparation and attendance to annual external audit.
• Preparation and execution of income tax and deferred tax calculations, validations and completion of various tax returns (VAT and Income Tax returns and supplementary submissions).
• Manage operational relationships with various internal stakeholders across Front, Middle and Back Office through query resolution and technical application of IFRS in relation to new transactions, products or structures.
• Preparation and completion of critical reconciliations and controls to ensure operating as intended.
• Maintenance of financial control dashboard including stakeholder management and critical controls review monthly.
• Understanding Blackline system (reconciliation and account validation) requirements and managing month end deliverables required on Blackline.
• Expense administration, validation and reporting including SAP journal processing, maintaining and updating DOAs, monthly management information reporting to Exco, Group Finance, Group Cost Control and Internal Financial Control Committee.
• Involvement in adhoc projects to improve financial control reporting and the control environment.

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.
• Involvement in the annual budget process and revised estimates as per Group guidelines and deadlines.
• Facilitate the budget compilation and presentation, ensure budget is communicated and agreed and budgeting system is up to date.

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.

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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

• 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.

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Purpose

• To provide specialist advice and to perform financial analysis and provide financial accounting services.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Critical Job

• 3 months contract role 

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Process

• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
• Source, collate, analyse and interpret financial information in order to support the review of the financial performance of the business.
• Contribute to and assist in the effective execution of internal and external audits, financial statement generation and regulatory submissions.
• Ensure accurate reconciliation of financial transaction records to supporting documentation to enable verification of the validity of transactions.
• 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

• Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
• 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

• Forecast financial risks and escalate as required.
• 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

• Ensure that established accounting standards, procedures and processes are adhered to, in compliance with legislative regulations.
• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Technical Competencies

• Financial Management (Intermediate)
• Research and Information Gathering (Intermediate)
• Financial Accounting (Proficient)
• Efficiency improvement (Proficient)
• Reporting and Interpretation (Intermediate)
• Financial Acumen (Intermediate)
• Customer Advice (Technical) (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Intermediate)
• People Management and Empowerment (Intermediate)
• Interpersonal Effectiveness (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Teamwork and Cooperation (Intermediate)
• Communicating with Impact (Intermediate)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Intermediate)

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Purpose

• To provide advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist risk expertise.
• The ideal incumbent will be required to learn New Ways of Working capabilities using Microsoft Azure and Agile Framework.

Key Responsibilities

• Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
• Advise on and ensure the development and implementation of area specific methodologies and frameworks; ensuring appropriate implementation and use.
• Provide authoritative, 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.
• Manage and encourage people, optimise their outputs and effectively manage relationships, to achieve organisational goals.  
• Actively seeks opportunities to acquire and develop relevant knowledge to apply at work. Supports, provides training, mentors and guides broader team members on Risk management principles and processes.
• Prepare reports for various Governance Committees within the business cluster, across the broader group as well as to in-country Governance Committees as required.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level.
• Experience in engaging with Stakeholders at all levels, including Senior Management as well as at Board level.
• Experience in risk management methodologies, tools, governance structures and regulatory requirements for good management of risk.

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas in Business, Commerce and Management Studies.
• CA(SA) preferred.
• MBA would be advantageous.

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Job Objectives

• Process trades accurately and timeously in line with all market deadlines.         
• Identify trade discrepancies and unsettled trades as well as mitigating the risks related to the trade life cycle.
• Ensure that Forex trades as well as other foreign currency related transactions are processed according to the required standards.
• Display operational excellence through innovation, being inquisitive and have a bigger picture mindset.
• Provide excellent services to internal and external stakeholders.
• Assist all business units with foreign exchange related queries.
• Align work according to the business needs and prioritize accordingly.
• Support the various operational business units in dealing valuation queries;
• Maintain and update the FX register.
• Stay abreast of changes in the market and their impact on daily duties.
• Adhere to all reporting requirements with the SARB.
• Account opening with related FATCA
• Ability to multi-task and work well under pressure.
• Perform UAT testing on process changes or market related requirements.

Experience

• Exposure to foreign exchange transactions and their impact on clients’ portfolios (3 years)
• Excellent communication skills both verbal and written.
• Strong Interpersonal skills and be a team player.
• Display an understanding of financial market instruments.
• Prior experience in an operational environment within asset management would be an advantage.
• Knowledge of Treating the Customer Fairly (TCF) principles.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07]
• Bachelor`s Degrees and Advanced Diplomas [NQF Level 08] in Finance Economics and Accounting

Additional Minimum Qualifications

• Investment or asset management experience. 
• JSE settlement officer exam would be an advantage

Job Related Knowledge

• Solid knowledge and understanding of financial instruments.
• Experience in trade and settlements of high volume/value transactions.
• Understand the regulatory market requirements of foreign markets.
• Knowledge and understanding of SWIFT.
• Systems knowledge: HiPortfolio/Charles River / Stadium

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.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• 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.

Job Related Skills

• Computer literate
• Excellent attention to detail
• Organised with good time management skills
• Ability to work under pressure, prioritise and take initiative
• Excellent communications skills
• Ability to engage with stakeholders from all levels.
• Be prepared to work long hours

Customer

• Provide support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
• 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.

Technical Competencies

• Customer Understanding (Basic)
• Service Delivery (Basic)
• Research and Information Gathering (Basic)
• Operations Risk Management (Intermediate)
• Operations Management (Intermediate)
• Customer Advice (Technical) (Basic)
• Customer Relationship Management (Basic)

Behavioural Competencies

• Professional/Technical learning (Basic)
• 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)

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Purpose

• The purpose of the job is to manage and review the daily trade transactions processed by the Offshore Trade Processing Administrators.
• The manager is also responsible for supporting the team Senior Manager and fellow Managers from respective teams within the greater Trade Processing Area.
• Responsibilities also include dealings with internal and external stakeholders, management of turnaround times and any complex or out of BAU transactions that may impact the team.
• Being accountable for continuous team performance and strive for excellence in their deliverables and the teams.

Job Objectives

• Ensure to have a full understanding of all the offshore trade processes in order to manage the staff effectively in getting trades processed accurately and timeously.
• Have a sound understanding of the internal /external systems and applications in order to assist Trade Processing Administrators with any issues encountered and for resolution of queries.
• Ensure bank recons are reviewed daily for all bank and scrip accounts to ensure accuracy of daily trade processing.
• Ensure that all payments are processed, checked and released accurately and on time, in line with the banking cut offs.
• Ensure all manual instructions are checked and instructed to the global custodian before the market deadlines.
• Resolve any settlement issues relating to STANLIB trades
• Oversee Processes relating to Initial Public Offerings and Private placements or transitions
• Ensure the administrators use process documentation as living documents to be updated regularly.
• Oversee the administrators’ instructions on bank account openings with custodians, management companies (mancos) and on internal systems.
• Maintain effective communication with internal and external parties, including custodians/mancos to ensure efficient and timeous resolution of queries.
• Ensuring that all deals, particularly, those close to month end are monitored closely to ensure they are processed timeously prior to month-end close.
• Ensure that details of any trade issues that occur (including the profit/loss) are communicated and recorded on the incident log for record keeping and control gap analysis.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07]
• National Diplomas and Advanced Certificates [NQF Level 08] in Finance Economics and Accounting

Additional Minimum Qualifications

• The candidate should have an interest in the financial services industry
• A sound knowledge of global markets

Job Related Skills

• The candidate should possess a sound knowledge and working ability with investment management systems (Charles River) and the accounting system (HiPort) proficiency in Microsoft Excel and offshore markets is also beneficial. The ability to pay attention to detail is vital. The candidate should also be able to work under pressure. The candidate must have excellent interpersonal skills to be able to deal with the management of staff and other internal and external parties.

Process

• Ensure effective operations management service delivery, ensuring compliance with identified service practices, principles and processes.
• 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.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
• Ensure customer satisfaction with regard to the quality of operational support provided by a team being managed.
• 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

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• 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

• 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.

Technical Competencies

• Product and/or Service Knowledge (Intermediate)
• Product Related System Application (Intermediate)
• Operations Risk Management (Intermediate)
• Operations Management (Intermediate)
• Efficiency improvement (Intermediate)

Behavioural Competencies

• People Management and Empowerment (Intermediate)
• Relationship Management and Networking (Intermediate)
• Judgment and decision making (Intermediate)

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Purpose

• To provide specialist advice and support in the maintenance and analysis of financial data in order to provide accurate reports and information 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.
• Apply quality assurance principles in order to ensure the authorisation and release of payments in a timely and efficient manner.
• Ensure the accurate and timely reporting on payments, accruals and reconciliations, ensuring a clear audit trail.
• 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

• 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

• 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

• Financial Management (Proficient)
• Research and Information Gathering (Basic)
• Financial Accounting (Proficient)
• 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 provide advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist risk expertise.
• The ideal incumbent will be required to learn New Ways of Working capabilities using Microsoft Azure and Agile Framework.

Key Responsibilities

• Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
• Advise on and ensure the development and implementation of area specific methodologies and frameworks; ensuring appropriate implementation and use.
• Provide authoritative, 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.
• Manage and encourage people, optimise their outputs and effectively manage relationships, to achieve organisational goals.  
• Actively seeks opportunities to acquire and develop relevant knowledge to apply at work. Supports, provides training, mentors and guides broader team members on Risk management principles and processes.
• Prepare reports for various Governance Committees within the business cluster, across the broader group as well as to in-country Governance Committees as required.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level.
• Experience in engaging with Stakeholders at all levels, including Senior Management as well as at Board level.
• Experience in risk management methodologies, tools, governance structures and regulatory requirements for good management of risk.

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas in Business, Commerce and Management Studies.
• CA(SA) preferred.
• MBA would be advantageous.

go to method of application »

Purpose

• To provide specialist advise and support in the generation and provision of reliable claims assessment activities, to support key deliverables and informed decision making, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 3 - 5 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications
Outputs
Process

• Adhere to identified best practices in providing advice and support from a specialist perspective.
• Independently, fairly and effectively assess and manage risk claims within relevant authority limits.
• Process special claims as and when they occur and provide support to resolve relevant concerns related to claims.
• 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

• Provide support to ensure the effective resolution of customer queries in order to promote customer satisfaction and retention.
• Ensure that workflow items, escalations and queries are resolved within SLA.
• Provide advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• 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

• Claims notification and investigation (Intermediate)
• Research and Information Gathering (Basic)
• Reporting and Interpretation (Basic)
• Claims knowledge (Intermediate)
• Customer Advice (Technical) (Basic)
• Insurance products and services (Intermediate)
• Customer Relationship Management (Basic)

Behavioural Competencies

• Professional/Technical learning (Basic)
• Analytical Thinking (Proficient)
• 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

• As a Senior Specialist: IT Systems Support your primary responsibility is to Empower, support and provide Power BI Premium capabilities to the business which supports the data and reporting strategy whilst enforcing rules and adhering to KPIs and SLAs.
• Manage, Maintain, Support the Power BI Premium Capacity and Workspaces along with ensuring secure data controls as well as proper capacity planning and monitoring.

Responsibilities

• Actively performs administrative, monitoring, and diagnostic functions in the Power BI Service platform ensuring a health environment and smooth operation.
• Monitors Power BI Service and Power BI Gateway performance using audit log data, and analyses usage data and trends to derive appropriate courses of action to ensure the system is performing optimally.
• Power BI Premium/embedded Capacity Utilization Monitoring.
• Power BI data model security design and performance tuning.

Additional Responsibilities

• Monitors, the users in the Power BI environment to ensure they are following recommended best practices and policies; and provides feedback to the business community when deviations occur.
• Create Workspaces & Publish APPS.Install/Upgrade/Maintain PBI Gateway Servers.
• Create /update Gateway connections.
• Audit and perform Capacity maintenance & ensure compliance with platform.

Experience

• 2 - 5 years of experience supporting the Power BI Premium Platform.
• Providing overall PowerBI Platform/ System User Support.
• Experience configuring data gateways for access to multiple data sources across the enterprise.
• Experience delivering services and solutions using QlickView, Cognos, Power Platform suite with Azure Integrations.
• Must be able to provide technical expertise on data storage structures, data mining, and data cleansing.

Minimum Qualifications

• Degree in Information Technology or National Diploma

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Purpose

• Performs Microsoft Infrastructure design, development, and administration activities including but not limited to: deploying Windows Operating system applications, configuring hosts and host instances, deploying and managing business rules, configuring and administering a Windows/Cloud environment.  Maintains responsibility for configurations on multiple environments.  Represents Wintel during the design and development process, and troubleshoots Wintel solutions in an enterprise environment.  Performs hands-on developing, debugging, and testing with Windows Operating system and Cloud Operating system technologies

Key Responsibilities

• Design and document global enterprise Windows architecture: Master Data Management.
• Design, document, install and maintain Microsoft Windows Server 2019, 2022, on premise and in the cloud
• Design and maintain Windows security as defined and documented.
• Develop utilities and automated reporting.
• Create scripts for task automation.
• Create, test and execute data management languages.
• Analyze and sustain capacity and performance requirements.
• Analyze, consolidate and tune Windows Operating system for optimal efficiency.
• Monitor systems and platforms for availability.
• Oversee backup, clustering, mirroring, replication and recovery.
• Restore and recover Wintel Configurations

Additional Responsibilities

• Install and test upgrades and patches.
• Implement security and encryption.
• Provide 24/7 support for critical situations.
• Evaluate and recommend new integration technologies.
• Match recommended architecture changes and uplifts to business need.
• Proactively engage management as necessary to resolve issues and ensure awareness of potential dangers to the environment.
• Support other IT staff with open and unresolved issues.
• Provides on-call support via cell-phone 24 x 7 when on Standby and in emergency circumstances.
• Take on responsibilities as a backup or alternate for other IT staff if required.
• Cover and resolve any outstanding Service Desk related issues in an effort to help all IT members resolve tickets as quickly and efficiently as possible.

Minimum Experience

• Minimum 3 years developing enterprise scale Microsoft Windows Server 2012/2016/2019/2022 applications
• Minimum 5 years Windows operating system administration experience
• Ability to obtain and maintain security clearance B.S. in Computer Science, Business, or related major Certification
• 3 to 5+ years of Microsoft Windows Administration with Windows Scripting support and experience
• 3 to 5+ years of Microsoft Server Administration 
• 4+ years of experience optimizing queries, performance tuning, and recovery activities.
• AWS Cloud Practitioner
• Azure Fundamentals
• Powershell scripting

Additional Experience

• High level certification/training in core area (Windows Operating System 2008/2012/2016/2019,2022) Azure and Cloud experience and training is essential
• Experience in architecture, implementation and management of enterprise database solutions.
• Ability to effectively communicate and coordinate with senior business management and peers.
• Strong business and technical process design and documentation skills.
• Possesses a high level of technical/functional expertise and knowledge.
• Industry expertise of best practices, standards, and technology.
• Understands and applies policies and procedures.
• Project Management experience.

Minimum Qualifications

• BS C in Computer Science, Computer Engineering, or IT related field; or an ABET accredited Electrical Engineering BS or equivalent business experience or other Tertiary education

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Purpose

• To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP's.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

Additional Minimum Qualifications
Outputs
Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Adhere to identified best practices in providing advice and support from a specialist perspective.
• Determine probabilities and assess risk through the application of mathematical modelling techniques and statistical concepts.
• Translate and communicate complex specialist area information to users in a practical and usable format to enhance business utility.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Make recommendations to existing products based on market needs, product performance and competitor analysis to increase sales volume and profitability.
• Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
• Collate data related to customer and market requirements and analyse to provide information to inform optimal product solution development.
• Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
• 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
• Research and Information Gathering (Basic)
• Quantitative Skills (Intermediate)
• Modelling (Basic)
• Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Basic)
• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Basic)

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Purpose

• To provide advice and support in management accounting practice formulation and associated best practice improvement tactics; enabling the provision of specialist expertise.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level

Responsibilities

• Consolidation of the Group earnings results on a monthly basis.
• Consolidation of the Group primary IFRS financial statements (Liberty Group and Liberty Holdings) on a monthly basis.
• Preparation of group note disclosures (Liberty Group and Liberty Holdings) on an annual basis.
• Assist in collating the main key indicators for the group for reporting to GAAC and Exco.
• General ledger review and maintenance and assigning of accounts and maintaining and developing new ledgers for new subsidiaries to ensure that the reporting structure will be in line with the group reporting requirements.
• Preparation of monthly management reporting for certain subsidiary companies and financial statement preparation.
• Liaison with various business units to obtain information for the group reporting and explaining variances against budget and movements in the reported results. 
• Assist in preparation of reports to Standard Bank on earnings, IFRS accounts, budgets and various other requests for Liberty group information.
• Establishment of accounting policies and procedures.
• Assist in the implementation of process enhancements.

Minimum Qualifications

• BCom Hons (Finance) or relevant degree
• Completed articles.
• Extensive knowledge of accounting policies and procedures.
• Sound accounting knowledge, particularly consolidation principles.

Knowledge and Skills

• Strong Organizational and planning skills
• Strong Analytical skills
• Service and Client focused
• Strong interpersonal Skills
• Results driven
• Strong Governance disciplines and standards

Process

• Determine resource allocation priorities and deployment necessary to support the effective integration of processes and development of practice/s.
• Consult and advise on applicable price structures and trades, that seeks to maximise assets and/ or minimise financial risk.
• Manage the approval of functional area journals, account reconciliations and suspense accounts to ensure financial integrity of the accounting system.
• Coordinate the sourcing, analyses and interpretation of financial information in order to review the financial performance of the business.
• Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
• Advise on the identification of financial targets and methods to track accomplishment and develop solutions leading to increase sales revenue.
• Compile, prepare and ensure accurate management accounts and related information to relevant stakeholders to inform cost saving and decision making.
• Ensure and assist with the sourcing, collation, analysis and interpretation of information to enable the review of financial business performance.
• Review and compare, on an bi-annual basis, internal tax accounting with SARS statements of accounts to ensure they are reconciled.
• Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
• Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
• Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
• Plan to deliver work outputs related to a service or operational area, Manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialisation.

Customer

• Provide authoritative, 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

• Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation.

Technical Competencies

• Management Accounting (Proficient)
• Financial Management (Proficient)
• Research and Information Gathering (Proficient)
• Reporting and Interpretation (Proficient)
• Financial Acumen (Proficient)
• Customer Advice (Technical) (Proficient)

Behavioural Competencies

• Professional/Technical learning (Proficient)
• Organisation and Attention to Detail (Proficient)
• People Management and Empowerment (Proficient)
• Interpersonal Effectiveness (Proficient)
• Problem Solving and Analysis (Proficient)
• Teamwork and Cooperation (Proficient)
• Communicating with Impact (Proficient)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Proficient)

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Purpose

• To provide callers with a first time resolution to queries in order to provide quality service within the required SLA framework, business rules and regulatory requirements through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Consumer Services

Additional Minimum Qualifications
Outputs
Process

• Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Respond promptly to call centre calls in a professional manner, ensuring an excellent and accurate client service in enhancing organisation reputation.
• 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

• Liaise and interact with customers via approved communication channels in a positive and helpful manner.
• 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.

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Purpose

• To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP's.

Minimum Experience

• 0 - 1 year experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

Additional Minimum Qualifications

• Actuarial Science Graduate

Outputs
Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
• Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
• 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.
• Completes actuarial tasks that are relatively granular with detailed output requirements defined
• Performs data checking and validation work
• Applies analytical tools and techniques, including model building, to solve actuarial problems
• Adheres to spreadsheet standards and maintains audit trails.
• Builds a basic understanding of general actuarial insurance knowledge, e.g. statutory reserving and capital requirements, IFRS reporting, product pricing etc.
• Builds a basic understanding of company specific knowledge, e.g. product knowledge, company structure, business rules, policies, processes etc.

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.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

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.
• Adheres to Actuarial Guidance Notes and any other applicable regulations.

Competencies
Liberty Values
Technical Competencies

• Research and Information Gathering (Basic)
• Quantitative Skills (Intermediate)
• Modelling (Basic)
• Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Basic)
• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Basic)

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Liberty offers Actuarial Science bursaries to full-time students from their second year. A Liberty bursary covers tuition; accommodation, meals and a travel allowance (where applicable); support; networking opportunities and vacation work. You will be guaranteed employment once you have completed your studies at university.

• Maintain continuous excellent academic performance in all modules in first year of study;
• Maintain an overall average above 60% and average 65% or more for mathematical and actuarial modules;
• Good leadership qualities and participation in extramural activities such as sports, debating societies, chess clubs and various olympiads, etc. is an added advantage; and
• South African citizen by birth or descent.

Purpose

• To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP's.

Minimum Experience

• 0 - 1 year experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

Additional Minimum Qualifications

• Actuarial Science Graduate

Outputs
Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
• Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
• 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.
• Completes actuarial tasks that are relatively granular with detailed output requirements defined
• Performs data checking and validation work
• Applies analytical tools and techniques, including model building, to solve actuarial problems
• Adheres to spreadsheet standards and maintains audit trails.
• Builds a basic understanding of general actuarial insurance knowledge, e.g. statutory reserving and capital requirements, IFRS reporting, product pricing etc.
• Builds a basic understanding of company specific knowledge, e.g. product knowledge, company structure, business rules, policies, processes etc.

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.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

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.
• Adheres to Actuarial Guidance Notes and any other applicable regulations.

Competencies
Liberty Values
Technical Competencies

• Research and Information Gathering (Basic)
• Quantitative Skills (Intermediate)
• Modelling (Basic)
• Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Basic)
• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Basic)

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Purpose

• To perform risk administrative duties, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Advise on, communicate and provide risk and compliance support to assist and support the meeting of statutory, supervisory and regulatory requirements.
• Implement OHS processes according to legislative requirements, including risk identification and processes related to buildings requirements.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• 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.

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

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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

• 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

• To deliver operations 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

• Plan for, administer and process operations related tasks and activities effectively and efficiently in alignment with performance objectives.
• 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.

Customer

• Resolve customer queries effectively or alternatively, escalate unresolved queries for resolution in accordance with operational goals and standards.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Contribute to efficient operational cost management by suggesting ideas to enhance cost effectiveness.
• 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

• Administration (Basic)
• Business Administration Skills (Intermediate)
• 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)

go to method of application »

Purpose

• To provide callers with a first time resolution to queries in order to provide quality service within the required SLA framework, business rules and regulatory requirements through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Consumer Services

Additional Minimum Qualifications

Outputs

Process

• Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Respond promptly to call centre calls in a professional manner, ensuring an excellent and accurate client service in enhancing organisation reputation.
• 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

• Liaise and interact with customers via approved communication channels in a positive and helpful manner.
• 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

• Product and/or Service Knowledge (Basic)
• Call reporting (Basic)
• Handling Difficult Calls (Intermediate)
• Inbound Phone Statistics (Basic)
• Query resolution (Intermediate)
• Customer Relationship Management (Basic)

Behavioural Competencies

• Customer Orientation (Basic)
• Customer service orientation (Basic)
• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Teamwork and Cooperation (Basic)
• Problem Solving and Analysis (Basic)
• Communicating with Impact (Basic)

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Purpose

• To provide specialist advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist operational risk management expertise.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Process

• Translate and communicate complex specialist area information to users in a practical and usable format to enhance business utility.
• Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
• Determine resource allocation priorities and deployment necessary to support the effective integration of processes.
• Advise on and ensure the development and implementation of area specific methodologies and frameworks; ensuring appropriate implementation and use.
• Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
• Develop appropriate solutions to identified losses and risk exposures and ensure the effective implementation thereof.
• Provide support and assurance to ensure effective management of operational risk for area accountable for.
• Collaborate and partner with business to facilitate risk practices to minimize operational risk.
• Provide thought leadership on management of operational risk to minimize operational risk.
• Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
• Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
• Plan to deliver work outputs related to a service or operational area, Manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialisation.

Customer

• Provide authoritative, 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

• Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation.

Learning and Growth

• Provide support and manage a group of risk and other specialists to ensure alignment.
• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation.

Technical Competencies

• Research and Information Gathering (Proficient)
• Reporting and Interpretation (Proficient)
• Operations Risk Management (Proficient)
• Risk Knowledge (Proficient)
• Customer Advice (Technical) (Proficient)

Behavioural Competencies

• Professional/Technical learning (Proficient)
• Organisation and Attention to Detail (Intermediate)
• People Management and Empowerment (Proficient)
• Interpersonal Effectiveness (Proficient)
• Problem Solving and Analysis (Proficient)
• Teamwork and Cooperation (Proficient)
• Governance, Ethics and Values (Proficient)
• Communicating with Impact (Proficient)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Proficient)

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Purpose

• To grow Stanlib AUM by selling and growing the client base of the business at profitable margins.

Minimum Experience

• 3 - 5 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

• B.Com Honours/CFA and Registered RE1

Outputs
Process

• 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.
• Provides support to portfolio managers by taking on service related tasks and maintaining client knowledge (strategy, personalities, needs, changes, etc.) to assist portfolio when interacting with clients.
• Provides input into new products needs and requirements that accommodate changing industry dynamics and the flow of funds in the industry.
• Records all engagement activities via a robust CRM system to build continuity in relationship management and provide useful management tools and analysis reports to measure the effectiveness of the engagement activities.

Customer

• 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.
• Execute sales transactions as an end-to-end process calling on new clients, building relationships with them, and selling the Institutional Product range across the board and ultimately retaining these clients.
• Gathers assets (new and cross selling), growing the client base of the business at profitable margins
• Adds value to clients by utilising STANLIB's internal resources and becoming a business enhancer by finding solutions for clients that will improve the client relationship and in turn drive business flow.
• Generates and follows up on leads in the market, Gets referrals from existing clients.
• Proactively creates opportunities for frequent value-added client contact to ensure that STANLIB in front-of-mind for consideration of new mandate placements and tender opportunities.
• Identifies any potential loss of clients and puts effective plans in place to retain them.
• Understands the client servicing and administrative processes and intervenes to enable and enhance client expectations/experience.
• Engages clients on a deep professional level by understanding organizations business and its investment propositions. Knows STANLIB relative positioning in the industry compared to peers across full spectrum of investment propositions.

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

• 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

• Telephone and face to face sales (Intermediate)
• Sales life cycle management (Intermediate)
• Research and Information Gathering (Intermediate)
• Developing sales (Proficient)
• New sales development (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Relationship Management and Networking (Intermediate)

go to method of application »

Purpose

• To provide callers with a first time resolution to queries in order to provide quality service within the required SLA framework, business rules and regulatory requirements through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Consumer Services

Additional Minimum Qualifications
Outputs
Process

• Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Respond promptly to call centre calls in a professional manner, ensuring an excellent and accurate client service in enhancing organisation reputation.
• 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

• Liaise and interact with customers via approved communication channels in a positive and helpful manner.
• 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.

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Purpose

• To deliver operations 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

• Plan for, administer and process operations related tasks and activities effectively and efficiently in alignment with performance objectives.
• 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.

Customer

• Resolve customer queries effectively or alternatively, escalate unresolved queries for resolution in accordance with operational goals and standards.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Contribute to efficient operational cost management by suggesting ideas to enhance cost effectiveness.
• 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

• Administration (Basic)
• Business Administration Skills (Intermediate)
• 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)