Alexforbes Vacancies:

1. Clerk: Creditors
2. Application Manager
3. Junior Forensic Auditor
4. Switchboard Operator
5. Consultant
6. Product Specialist – In- Fund

Clerk: Creditors

Designation:	PP1642 – Clerk: Creditors
Category:	Cross Functional Support – OF5305
Posted by:	Alexander Forbes
Posted on:	12 Jan 2024
Closing date:	20 Jan 2024
Location:	Sandton

Purpose of the Job:

To process Creditor and Once off invoices, in an accurate, timely and efficient manner to service providers(Internal & External) as per agreed timeframes, in the accounting systems, with the correct account line allocations in line with the correct approval authority to the general ledger, meeting SARS requirements of a valid tax invoice.

Overview:

• Capturing of Invoices: Once-Off payments and Creditor Payments •To accurately capture invoices daily in the accounting systems in order to effect payment timely and accurately to once off suppliers within the agreed timeframes. •Ensure invoice meets SARS requirements of a valid tax invoice. •To ensure vendor process is adhered to •To ensure accounts payables procedure, processes and guidelines are adhered to. •To ensure invoices are correctly authorized as per the authority matrix and allocated to the correct general ledger account lines and cost center •To ensure payment batch is submitted for checking and paid timely per agreed timelines •Ensure remittances are submitted daily for all payments processed •Accurate filing of invoices electronically •Apply the relevant controls required in accounts payable •To ensure Creditor payments are processed and submitted for payment timely. •Credit terms are met, queries resolved timely to avoid interest and penalties. •Check, match and capture invoices against statements •Understand age analysis of accounts and under general structures •Action queries and reallocations from internal customers timely in the correct reporting period, achieving timeous and accurate month-end and year-end process. •Provide back-up to the team when required •Assist with any task that may arise from time to time in the finance department •Provide management information when required. •Timeous and accurate achievement of month-end process •To ensure emails are read and responded to timely and within the agreed turnaround times. •Ensure claims are processed accurately and submitted timely for payment timely. •To assist with ad-hoc projects.

Requirements:
•Matric with minimum Maths and Accounting.
•Studying towards a relevant accounting qualification,
Accounting Diploma/Degree.
•Three or more years full function Creditors Experience in
accounts payable environment.
•Two or more years intermediate level of experience in MS Word and Excel.
• Strong understanding of a valid tax invoice, vat requirements, bank requirements, and procurement processes and authority approval requirements.
•Knowledge of agreements, contracts and credit terms.
•Ability to work under pressure, multitask and prioritise
•Ability to present excellent and courteous customer service.
•Ability to maintain effective working relationship with other
members of the department and business.
•Ability to meet deadlines.
•Problem solving skills
•Excellent professional work standard

Application Manager

Designation:	PP2355 – Application Manager
Category:	Technology – OF6302
Posted by:	Alexander Forbes
Posted on:	16 Jan 2024
Closing date:	23 Jan 2024
Location:	Sandton

Purpose of the Job:

Application Portfolio Management is the discipline that monitors the business, technical and cost fitness of an application portfolio. The main objective of the APM is to identify, prioritise and propose opportunities to improve applications within their portfolio. The purpose of the APM is to assemble, maintain and analyse the data about their applications, that is needed to support the 3 key disciplines: • Operational Management • Lifecycle Management • Application Governance As an Application Manager, you will be expected to adhere to and implement these 3 key disciplines, with respect to your suite of applications. This role will focus primarily on the Khulisa platform (Claims and contribution processing platform) and the Horizon workflow system, which manages and monitors business processes, within a fully automated environment

Overview:

EducationBachelor’s or Master’s Degree in Computer Science, Engineering, Physics, Math, or related work experience – RecommendedCOBIT and ITIL Managers Certification or equivalentSubject Matter Expert qualificationsITIL v4 Expert would be advantageous

• Experience
• Minimum 5 years’ experience in IT exposure
• Minimum 3 years’ experience in leading or actively participating in large change projects
• Minimum of 3 years’ experience in a leadership role
• Knowledge of databases, web services, APIs Fundamentals of Cloud Computing’, Agile ways of work
• Fundamental understanding of DevOps discipline

• Knowledge and skills
• ITIL – Governance Framework
• Experience with Information System troubleshooting
• Budget setting and ongoing management
• High level working knowledge of computer networking, software installation and administration ; IT Operational experience is advantageous
• Understanding of relational databases, software API’s, technical documentation, software licensing

• Key performance areasHolistic management of application.
• Financial management (application budget and costs)
• Vendor management (SLA; renewals; upgrades)
• Audit compliance
• Risk mitigation/management
• Disaster Recovery
• Application monitoring (reporting; supported hardware and OS; troubleshooting)
• Management of applications on Group Technology Repository

• Operational support
• Develop professional relations with all stakeholder teams, business, and vendors
• Technical support problem resolution related to networks, servers, desktops, database management software, operating systems, and business application software systems
• Co-ordinate system changes as per the change management process
• Manage and implement processes, protocols and procedures, ensuring compliance with zero audit findings
• Monitor the roll-out of new software applications or upgrades to existing applications
• Active involvement in recommendations on whether to upgrade the existing systems or install new ones
• Active involvement in ensuring proper change and governance processes is followed for all requested changes
• Ability to make decisions on backlog items and sprint planning in collaboration with product owner
• Ability to manage a support team and ensure its properly capacitated
• Ability to put together business reports relating to application performance
• Comply with Group IT Policies and Procedures. This can include standards for quality, data security and compliance (SAS 70

• Business management
• Knowledge sharing (includes Information Management)
• Ability to understand the business value the platform brings; and how to protect those assets
• Ability to translate business requirements to platform roadmap
• A thorough understanding of the business and an ability to assess business requirements
• Ability to analyse structure; flow of work and data

• Disaster recovery
• Ensure that the application has recovery capabilities (replication, active-active, backup-restore or whatever means). This is demonstrated with detailed Disaster Recovery plans (in the form of Service Recovery Instructions document) which include comprehensive failover steps, teams/skills involved, upstream/downstream dependencies etc.
• Identify critical components as part of a holistic plan and approach for the Disaster Recovery of the application and its associated sub systems.
• Actively work towards achieving better DR capability (move from backup-restore to replication, replication to high-availability)
• Ensure that software and operating system on production and DR servers are of same version.
• Ensure the technical information pertaining to the applications that your team is responsible for, is kept complete and updated on the Group Technology Repository. This includes architectural diagrams, SOPs, landscape diagrams, ownership information, application tier etc.
• Actively liaise with DR team to book applications for DR tests based on application tier. Ensure that test frequency based on the tier is adhered to.
• Ensure all production servers are backed up and receive reports daily.
• Ensure failed/missed backup issues are addressed the same day

• Competencies
• Time Management and ability to work in a High Availability platform and deliver under pressure
• Strategic & Conceptual thinking
• Ability to analyse and make decisions, with an attention to detail and problem solving
• Ability to communicate technical information to a non-technical audience
• Ability to manage senior stakeholders; to be assertive and challenge respectfully
• Ability to balance BAU and Project deliverables on application impact
• Superior Communication skills (written and verbal)
• Strong collaboration skills and a team player, with the ability to work independently

Junior Forensic Auditor

Designation:	PP2655 – Junior Forensic Auditor
Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	15 Jan 2024
Closing date:	22 Jan 2024
Location:	Sandton

Purpose of the Job:

1. To assume the role of Forensic auditor with accountability to participate in the smooth running of the daily processes in the business. 2. To assume the role of effective and efficient forensic auditor and assist in preventing, detecting and correcting frauds as well as ensuring processes are adequately designed to prevent, detect and correct fraud and error. 3. Develop and maintain relationships with key stakeholders. 4. Provide fraud advisory services to business. 5. Liaise with external parties such as the Department of Home Affairs, SAPS, banks. 6. Conducting account verification checks. 7. Develop and maintain relationships with key stakeholders 8. To perform ad hoc projects as and when directed to enhance the operational effectiveness of the division 9. To confidently present forensic findings, represent Alexander Forbes at disciplinary hearings as well as with clients and in court. 10. Pro-actively identify risks within the business 11. Gather all factual evidence to support the investigation or audit. 12. Analyse data to detect and prevent fraud pro-actively. 13. Conduct forensic audits 14. Investigate allegations of fraud and/or staff misconduct

Overview:

EducationMatric – EssentialDegree/diploma in internal audit/forensic audit or law – Advantageous

• Experience
• At least two years’ experience in the financial services industry
• Performing an internal auditing/risk or forensic role in financial service industry is advantageous
• Knowledge of the retirement industry/insurance industry advantageous
• Computer literate (MS Word, Excel, Outlook, and any audit software such as Audit Command Language or ACL)
• Position requires a knowledge of fraud risk management, auditing and risk identification as well as good project management skills
• In addition, an analytical, questioning mind is required with attention to detail

• CompetenciesDecision making and planning
• To make appropriate and timely decisions
• Resolve conflict within own team as well as with all External Stakeholders.
• Ability to work under pressure (high stress tolerance)
• Ability to plan, organize, prioritize, control and manage own portfolio
• Must be Proactive / take initiative.
• Must be able to work independently.
• Must be able to solve problems or make decisions referring to Manuals, Company policies and procedures, External/Internal resources, General practise within statutory funds
• Micro – Planning for short term business needs. Individual targets monthly

• Problem solving and communication
• Solve complex business problems
• Analyse information and select best solution from a range of alternative solutions
• Verbal communication and written communication

• Leadership, lead and support
• Solve complex business problems
• Analyse information and select best solution from a range of alternative solutions
• Verbal communication and written communicatio

• Accountability
• Accountable for conducting forensic audits and all other related work assigned to the individual as well as ensuring solutions to forensic issues are implemented and monitored

• Key responsibilitiesManagement of the internal processes
• Performing high risk claims checks
• Conducting account verification checks
• Liaise with external parties such as the Department of Home Affairs, SAPS, Banks.
• Investigate allegations of fraud and/or staff misconduct
• Conducting forensic audits, fraud vulnerability assessments
• Process improvement – improving processes and/or designing processes to enhance operational effectiveness,
• Strategic projects – projects to enhance AF’s ability to prevent, detect and correct fraud
• Performing ad hoc projects
• Drafting reports, presentations and communication regarding fraud and error and all aspects related to forensics and error.
• Conducting forensic awareness training
• Analyzing data

• Presentation to clients and people skills
• Presenting to internal and external clients on forensic matters
• Execution of their duties to ensure that a high performance culture is encouraged while they demonstrate the AF Values.
• Retain internal and external client satisfaction by embodying AF Values as well as Treating Customers Fairly (TCF) by ensuring that
• A culture of trust is established by ensuring fraud and error is minimalized thus clients and customers can place their confidence in us to prevent fraud and error. This also aids in protecting the brand of Alexander Forbes.
• We meet client and customers’ needs/expectations by ensuring that are processes are robust and include fraud prevention mechanisms thus ensuring clients/customers receive their payments and the company is safeguarded reputationally
• We have integrity in everything we do
• We are truthful ethical and transparent. We lead by example.
• We collaborate to ensure processes are robust and include fraud prevention mechanisms

Switchboard Operator

Designation:	PP3048 – Switchboard Operator
Category:	Corp Service Property Mngt – OF6306
Posted by:	Alexander Forbes
Posted on:	16 Jan 2024
Closing date:	23 Jan 2024
Location:	Sandton

Purpose of the Job:

A switchboard operator’s main responsibility is to answer and direct telephone calls in a polite, professional and informative manner.

Overview:

EducationMatric –EssentialExperience (2-5 Years required)Minimum 2 years proven work experience as a corporate switchboard operator or as a call center agent at a financial services organizationKnowledge of customer service practices and principlesAbility to speak more than 2 languages

• Customer serviceAnswering a call
• Answering a call:
• Act as a key point of contact for callers providing a professional and friendly service as well as delivering an exceptional first impression.
• Using the standard greeting when answering and closing a call, ensuring each caller treated as a valued client
• Serve as a resource for callers seeking information, assistance or recommendations; a thorough understanding of all key services, products and amenities are critical in the ability to deliver service in an outstanding and timely manner.
• Engage using correct business language, accurate use of tone, pitch and volume
• Manage telephone calls professionally, efficiently and with good communication skills.
• Provide timely transfer to staff or the contact centre/s for assistance.
• Demonstrate a true passion for customer service by proactively seeking ways to delight our clients and visitors, always going above and beyond
• Communicates with clarity, using a flexible range of styles to suit the addressees.
• Have an empathetic approach to calls

• Message taking:
• Accurate and detailed recording of messages
• Accurate and timely forwarding of messages
• Contribute to the performance of the team by displaying a positive and enthusiastic attitude
• showing support and involvement in all activities
• Work effectively within the business services team
• Must internally maintain excellent communication with colleagues in front line team to assist in ensuring the smooth operation of services

• Adhering to policies, procedures and protocols
• 100% adherence to Divisional policies, procedure, protocols and SLAs
• 100% adherence to AFFS policies, procedures and guidelines
• Monitor effective use of business tools and equipment
• Full adherence to schedules and Handbook protocols
• Adhere to the POPIA act – Confidentiality and no documentation to be visible to clients

• Treat customers fairly
• Understand the TCF principles and use them when dealing with clients
• Act as a brand ambassador by modelling the AlexForbes values in every interaction with clients, colleagues, service providers and the general public.

• Personal development
• Attendance and active participation in professional development, training and coaching sessions as required.
• Respond openly to feedback and apply knowledge of procedures, policies and protocols to meet business objectives.
• Contributing to the positive cohesive workplace environment demonstrating respect for advice and feedback by fellow operators

• Functional skills
• Effective communication skills. The ability to express oneself clearly verbally and via written communication in order that the content is understood by the receiver.
• To have the energy and drive required to meet the challenges of work.
• The ability to complete repetitive tasks with patience and tolerance within required turnaround times.
• The ability to listen to and to verbally express in a fluent, transparent and consistent manner. Adjust language, terminology and needs of the client
• The ability to accept change and adapt ones approach to maintain efficiency within a variety of circumstances, and with individuals and groups within the organization, processes, protocols, requirements, or cultures
• The ability to work co-operatively in a group, to be a member of a team and work towards the purpose of a common goal
• The ability to handle stress and problems without loss of focus, enthusiasm and professional composure.

• Core competencies
• Consistently high quality of work – Superior work standard
• Excellent customer service
• Knowledge retention
• Fast and efficient
• Attention to detail
• Quality awareness
• Excellent communication – verbal and written
• Reliability and consistent

Consultant

Designation:	PP3763 – Consultant
Category:	Retirements Consulting – OF2300
Posted by:	Alexander Forbes
Posted on:	20 Dec 2023
Closing date:	31 Jan 2024

Purpose of the Job:

• To consult to the trustee’s/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the Senior Consultant. • To act as the main contact person for the client in the absence of the Senior Consultant, and as the secondary contact if the senior consultant is present, in ensuring that the funds run effectively on a daily basis.

Overview:

Key Performance Area:Trustee MeetingsEnsuring agendas are drafted, and all annexures are given to Senior Consultant for approval 3 weeks prior to the meetingEnsure that agendas for meetings are collated, bound and distributed correctly 1 week before the meetingAttend trustee and sub- committee meetings, attend management committee and ad-hoc meetings, take minutes, ensure minutes are typed and given to the Senior Consultant 1 week after meeting, and circulate minutes within 2 weeks of meetingMatters arising to be auctioned within one month after meeting

• Administration
• Distribution of information to trustees, insurance companies and asset managers
• Processing payment of invoices
• Performing rebrokes annually – obtain quotes for new and existing business from insurers, prepare an analysis of the quotations and recommendation for discussion with the client
• Processing section 14’s – collating information, obtaining approval from financial services board, transferring members between funds
• Assist in drafting annual reports and preparation of financial statements
• Distributing rule amendments
• Obtaining signatures from clients when necessary
• Issuing standard documents, such as quarterlies, surveys, etc timeously to clients

• Assist the consultant in managing funds
• Deal with external queries telephonically, by written correspondence or visits, as required or approved by the consultant.
• Taking queries from members
• Liaising with trustees and other internal departments
• Communication to members, – draft communications, distribute information booklets, liaising with couriers of companies
• Communication to pensioners

• Facilitating and co-ordinating internal departments
• Liaising with communications department to ensure distribution of documentation
• Internal liaison between departments to ensure that funds run smoothly on a daily basis
• Ensure that all relevant departments are aware of management committee and ad-hoc meetings dates, and that they kept informed of subsequent changes, ensure that each department is aware of exactly what is required of them for these meetings, and ensure that the requirements are met timeously
• Communicate client instructions, problems or queries raised to all relevant departments, either by telephone, visit, memo or email, ensuring that a record is placed on file and that the matter is satisfactorily dealt with.

Self-development and People

• Development knowledge of the employee benefits industry and investment matters
• Acquaint oneself with relevant legislation i.e. Pension funds Act, Taxation, FAIS Act etc.
• Keep abreast of changes in employee benefits industry
• Inter-Department and Consultant Relationships
• Contribution to the team

KEY PERFORMANCE AREAS

• Bcom Degree/BA Law

• CFP/CFA advantageous

Matric

• FAIS accreditation advantageous

• Minimum 2 years’ employee benefits consulting, risk benefits and investments experience required

Product Specialist – In- Fund

Designation:	PP3779 – Product Specialist – In- Fund
Category:	Product Management – OF4302
Posted by:	Alexander Forbes
Posted on:	12 Jan 2024
Closing date:	20 Jan 2024
Location:	Sandton

Purpose of the Job:

Strategic design, implementation, management and delivery of projects within the in-fund space ranging from business, people, client, compliance to other special projects within the business unit

Overview:

Strategic alignment: •Align appropriate new business and existing business pricing strategies with the business strategy of Alexander Forbes •Review and analyse pricing levels to ensure it is actuarially sound for business •Investigate and analyse competitor Iin-fund trends and utilise insights for product development and pricing strategies •Collaborate with various internal and external stakeholders to ensure delivery of a useful and well supported product. •Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery •Ensure effective product operations and/or maintenance •Be involved in the compliance review of the product. •Provide technical support on product related matters to clients and internal stakeholders

Drive a client centric environment that focuses on best practice service delivery:
•Build and maintain relationships with clients and stakeholders 
•Define innovative client service practices i.e., end to end service
•Contribute to the design of client journeys that result in a superior client experience
•Engage with internal and external stakeholders to identify changing client needs and align service offering with client needs
•Participate and contribute to a culture which builds rewarding relationships and provides exceptional client service

Effectively lead team (when this becomes applicable):
•Drive a culture that guides and directs an environment of continuous learning, improvement and cohesiveness.
•Create and maintain a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members
•Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth
•Encourage innovation, change agility and collaboration within the team
•Maintain and develop the AF culture, values and reputation with all staff to ensure motivation and engagement
•Effectively manage performance within the team in order to ensure business objectives are achieved
•Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
•Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity
•Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organisational values
•Select and recruit suitably qualified talent in line with Employment Equity principles and AF values

Manage budget and implement sound financial controls:
•Assist in managing the budget for your product
•Manage, monitor and report on financial activities
•Implement risk management, governance and compliance policies in own product, to identify and manage governance and risk exposure liability
•Identify opportunities to enhance cost effectiveness and increase operational efficiency
•Optimally utilise the budget for your product, including the authorisation of expenditures and implementation of financial regulations

Requirements:
•Relevant bachelor’s degree or qualification
•Minimum 5 years industry experience (specifically aligned to retirement savings and investments
•Retail and Institutional experience
•People/client management experience 
•Results oriented and strong work ethic.
•Problem solving, communication and practical execution 
•Strong Business Acumen
•Excellent communication and presentation skills
•Strategic Innovative thinking and delivery
•Product management  
•Project management
•Have a working knowledge of the employee benefits, investment and financial planning industry
•Understand Alexforbes strategy, structure, and positioning

Click here to apply for all the above mentioned vacancies.

All the best with your applications