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  • Posted: Aug 7, 2024
    Deadline: Not specified
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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...
    Read more about this company

     

    Administrator: Annuities

    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

    Key Responsibilities

    • 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

    Technical Competencies

    • Administration (Basic)
    • Business Administration Skills (Intermediate)
    • Customer Relationship Management (Basic)

    go to method of application »

    Specialist: Finance Ops Projects

    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

    Key Responsibilities

    • Being the face of Finance for all projects across the business.
    • Understanding projects objectives and ensure achievement of projects goal within given constraints.
    • Understanding of administration systems and the flow of data into the reporting ledger.
    • Understand the accounting of the products within the admin systems
    • Provide accounting requirements for all projects timeously and ensure mappings are provided for administration and Accounting Systems.
    • Provide guidance, efficient communication and appropriate supervision of the team when testing projects.
    • Ensure that end to end accounting testing is done and projects are tested accurately and signed off is provided timeously
    • Ensure that projects are successfully implemented and meets business requirements and deliver expected business value.
    • Ensure clean balance sheet hygiene by analysing operational records, identifying problem areas and suggesting corrective measures.
    • Source, collate, analyse and interpret financial information in order to support the review of the financial performance of the business.

    Additional Key Responsibilities

    • Contribute to and assist in the effective execution of internal and external audits.
    • Proactively solve problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Provide specialist advice and support implementation of control measures and ensure that incidents are investigated and reported to management.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Assist with BAU tasks (example: Journals, Reconciliations, Analytics of accounts) when there are no active projects affecting Operations Finance.
    • Documentation of different processes within Operations Finance
    • Become the change agent for Finance.

    Continued Additional Key Responsibilities

    • 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.
    • 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.

    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.

    Technical Competencies

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

    Method of Application

    Use the link(s) below to apply on company website.

     

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