Alexforbes Vacancies

To apply, click on the link at the end of the posts and all the best with your applications.

1. Marketing Assistant
2. Personal Assistant & Events Co-Ordinator
3. Data Governance Analyst
4. Senior Administrator Multiskilled
5. Technical Specialist: Client Transition
6. Fund Analyst
7. Principal Investment Consultant
8. Regional Executive
9. Administrator
10. SQL Database Specialist

Marketing Assistant

Category:	Marketing CSI & Comms – OF5301
Posted by:	Alexander Forbes
Posted on:	30 Apr 2024
Closing date:	07 May 2024
Location:	Sandton
Purpose of the Job:
Marketing assistants support the work of marketing managers and executives on projects directed at maximising company prof its and developing sales strategies or marketing campaigns. Working with the brand & comms team or external agencies to ensure the marketing requirements are delivered.
Overview:
Assisting with reporting on each business strategy and marketing objectives –Corporate & EB, Investments, Retail and Emerging Markets. •Streamlined reporting method. Analysis of effectiveness of all initiatives, assisting with translating this into a report for business Project management of all campaigns, advertising and events •Put the project plan in place and ensure that all deliverables are met, managing it through the different teams and reporting on it. Brand custodian •understand branding to maintain consistence of a brand and at the same time evolve it according to the mandate. Working with the brand & comms team •Understanding workflow and production systems to effectively manage work and ensure deadlines are met. Required Experience •A minimum of 4 years marketing related experience.  •Should have a good general knowledge, meticulous attention to detail and excellent communication skills as well as project management. •Proven experience as a marketing assistant •Good understanding office management and marketing principles •Demonstrable ability to multi-task and adhere to deadlines •Well-organised with a customer-oriented approach •Good knowledge of market research techniques and databases •Excellent knowledge of MS office, marketing computer software and online applications (CRM tools, Online analytics, Google AdWords etc.) •Exquisite communication and people skills

Personal Assistant & Events Co-Ordinator

Category:	Marketing CSI & Comms – OF5301
Posted by:	Alexander Forbes
Posted on:	30 Apr 2024
Closing date:	07 May 2024
Location:	Sandton
Purpose of the Job:
Effective rendering of general secretarial and administration duties for Strategic Clients (and AF Consulting Manco members). Providing administrative assistance on specific projects and initiatives
Overview:
1. Client meeting scheduling Engages clients to set up virtual meetings for AF Consulting Manco members (Strategic Clients and relevant Executives). Ensures that all correspondence is handled timeously and effectively daily to manage information effectively. Set-up meeting with consultants for Strategic Clients to engage ahead and after client meetings. Schedules and co-ordinates meetings properly in advance and ensure that necessary   documentation is distributed prior to the meetings. 2. General administrative activities Relieves Strategic Clients (and Consulting Manco) of various administrative aspects to increase her effectiveness. Coordination, administration support and preparations for the, Manco, Board Meetings, AGM and all Strategic Workshops for the AF Consulting Platform. Handling of invoices Manages travel arrangements through a travel agent. 3. Maintaining credible client information Sources and maintains client contact data from relevant consultants and departments within AF. Updates and maintains standard client information including information received from various sources. 4. Managing relationships with internal stakeholders Disseminating client feedback and follow-ups on action items. Closing the loop on any queries and requests from clients. 5. Managing and reporting on projects to the Manco member Project status updates  Following up with various stakeholders to ensure delivery Requirements Matric (Grade 12) Tertiary Qualification or Degree Advantageous Formal Office Management or Business Management Qualification (Essential)Minimum 2 -4 Years Project Management Experience At least 2 – 4 years Office Management experience Financial Industry Experience (Advantageous) An ability to manage multiple projects concurrently.

Data Governance Analyst

Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	29 Apr 2024
Closing date:	06 May 2024
Location:	Sandton

Purpose of the Job:

1. To ensure the accuracy, completeness, and reliability of the Operations and Administration data. 2. Drive the development and implementation of Ops & Admin specific data governance policies and procedures. 3. Establish a dashboard to visually represent the data quality across all agreed Ops & Admin data points. 4. Ensure that monthly, quarterly and annual targets in data quality improvement is met. The role ultimately enables improved decision making, enhanced business intelligence, increases operational efficiency, reduces operational cost and identifies and resolves data quality issues

Education

Matric – Essential
Bachelor’s Degree in Statistics, mathematics, computer science, information management, or similar – Essential
Courses/Diploma in Project Management – Advantageous
Applications : AF line of business systems (AF online,Horizon,Khanya) – Essential

• Experience
• Employee benefits – retirement fund administration: Essential

Data monitoring and reporting

• Monitor data for quality and integrity.
• Generate reports on data quality, highlighting any issues or areas for improvement.
• Visualise the data quality for purposes of management information using Power BI
• Communicate findings to relevant stakeholders

Root cause analysis

• Investigate the underlying causes of data quality issues.
• Develop strategies to prevent future occurrences of similar issues.
• Implement corrective actions to resolve current issues.

Process improvement

• Continually assess and improve data management processes.
• Implement new procedures or technologies to enhance data quality.
• Monitor the effectiveness of improvements and make necessary adjustments

Data profiling and assessment

• Conduct regular assessments of data quality.
• Use data profiling techniques to understand the content, structure, and quality of data.
• Identify areas where data quality can be improved.

Data cleansing and enrichment

• Identify and rectify errors, inconsistencies, and redundancies within the data.
• Utilize data cleansing tools and techniques to clean up data.
• Ensure that data adheres to the established quality standards

Perform statistical tests on large data sets

• Determine data quality and integrity.
• Evaluate system performance and design, as well as its effect on data quality

Quality standards development

• Collaborate with data stakeholders to establish comprehensive data quality standards.
• Define criteria for data to be considered accurate, complete, and reliable.
• Ensure a shared understanding of data quality expectations across the organization

Collaboration with developers

• Improve data collection and storage processes
• Ensure that the data infrastructure supports the needs of the organization

Competencies required

Computer literacy

• High level of computer literacy in Microsoft office suite
• AF Line of business systems (AF Online, Horizon, Khanya)

Business skills

• Ability to identify and close process gaps and risks
• Ability to multi-task
• Action orientation, self-driven and innovative
• Business acumen
• Decision making and problem-solving ability
• Excellent oral & written communication skills
• Excellent presentation skills and ability to chair meetings
• Forge strong business and stakeholder partnerships to ensure widespread adoption and support of the Ops & Admin data governance strategy
• Interpersonal skills
• Performs duties within own area with direction from line Manager
• Problem Solving
• Project management skills
• Quality Assurance
• Risk Management
• Strong client servicing skills and persuasive techniques

Functional skills

• Ability to review and understand the applicable legislation
• Ability to work with large and complex data sets and identify problems/ complete reasonability checks
• Business insights and reports
• Data collection and cleansing
• Data processing and transformation
• Data visualization
• Project management skills
• Results and solution focused (drive, energy and follow through)
• Strong analytical skills
• Working knowledge of DC or DB funds
• Working knowledge of employee benefit administration processes

Leadership skills

• Ability to mentor new staff to standards required
• Assist in establishing and maintaining accurate procedures and processes
• Strategic thinking
• Team direction
• Training staff at equivalent or lower levels where necessary

People skills

• Interpersonal skills
• Purposeful Collaboration
• Teamwork
• Treating others with respect and courtesy

Core competencies

• Business insights and reports
• Collaboration
• Communication
• Consistent high quality
• Data analysis
• Data processing and transformation
• Flexibility and adaptability

Senior Administrator Multiskilled

Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	30 Apr 2024
Closing date:	07 May 2024
Location:	Sandton

Purpose of the Job:

• Financial Management & Operational Effectiveness • Embracing & implementing TCF • Client Service • Output, success & engagement A Senior Administrator is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks .These are determined by consulting and complying with Alexander Forbes procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all times. All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes must be maintained and improved by providing prompt, polite and efficient service.

Education

• Matric – Essential
• Relevant qualification in retirement funds – Advantageous

Experience

• Minimum 3 years of administrative experience within employee benefits environment
• Experience in both disciplines of fund contributions and claims processing

Key responsibilities

Operational and financial success

Maintaining expenses in line with Branch standards and limits

Maintaining & managing Fund Allocations

Eliminating PI Claims

Fund administration– role specific

• Monthly contribution reconciliations for Pension and Provident Funds
• Maintenance of Member Data
• Necessary reporting in terms of Section 13(a)
• Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
• The checking and authorizing of various types of claims
• Checking of direct/guaranteed housing loans, where applicable, against the schedules received from the loan provider
• Preparing and checking of monthly reporting for client meetings.
• The completion of Administration Reports (where applicable)
• The completion of member Statements (where applicable)
• Complete recognition of transfer documents and allocation once received (where applicable)
• To identify any changes on the fund and preparing or the checking of the documents(rates, fees or expenses)
• Prepare information for the financial year end of your funds (where applicable)
• To check and act upon all risk reports ( where applicable)
• Clear Emails and queries on a daily basis
• From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
• Perform peer review of specific tasks allocated by superior

Embracing and implementing TCF

Acquired skills and Knowledge – Individual’s knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department

Client service

• Timeous & Accurate client and member communication in line with company and branch procedures and controls.
• Effective and efficient service delivery including internal clients such as ALM Team, Consultants, etc.
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors.
• Compliant in terms of AFFS complaints management procedure.
• The image of Alexander Forbes Operation & Administration must e maintained and improved by providing prompt, polite and efficient service.
• TCF – Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal.

Output, success and engagement

• Team contribution – Assists in times of absenteeism/pressure to ensure work delivery.
• Managing self – Management of processes and responsibilities. Ability to work independently.
• Timeous & accurate actioning of adhoc tasks assigned by Management
• Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes.
• Train junior staff where necessary

Technical Specialist: Client Transition

Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	29 Apr 2024
Closing date:	06 May 2024
Location:	Sandton

Purpose of the Job:

To ensure delivery of quality service after reviewing specific tasks to our internal and external clients

Education

• Matric –Essential
• Bachelor’s Degree (3 years – 360 credits) Business/ Commerce/ IT – Advantageous
• Data analysis, Computer literacy, Alexforbes systems – Working knowledge essential and recommended

Experience required

• Employee Benefits – Retirement Fund Administration – 3 to 5 years (Essential)

Key performance areas

           Client Onboarding

             New Business:

• Ensure timeous delivery of action items as defined and outlined in the project plan(s)
• Ensure client schedules are fully analysed in line with the rules of the fund and AF best practice requirements and procedures
• Drive ongoing engagement with client to ensure that schedules become compliant within the shortest time possible
• Drive roll out of Employer access to digital solutions in line with current practice and procedures and provide client with feedback throughout the process
• Escalate any delays/ road blocks to Manager in order to ensure that client expectations and SLA’s are not compromised

Existing Business:

• Ensure client schedules are fully analyzed in line with AF best practice requirements and procedures
• Drive ongoing engagement with client to ensure that schedules are become compliant within the shortest time possible
• Deliver on reporting to business as may be required until schedules are compliant/ reached agreed level of compliance

Administration presentation

• Provide process and procedural training to new Clients Payroll and Human Resources on Alexforbes administration procedures and processes (both administrative and digital processes

Uphold service standards

• Clear emails and queries in line with service standards.
• Ensure that contribution schedule related queries pertaining to new business are prioritized
• Ensure project plans are being managed, updated, distributed and progressing towards agreed target dates and deadlines.

Quality assurance

• Ensuring the Legislative requirements and/or SLA/SLS are being adhered to
• Ensuring the output produced are of the highest quality
• Living the zero error culture and impacting on the elimination of E&O’s

Systems and reporting

• Ensure all reporting is delivered as per agreed timeline

Stakeholder relationship

• Establish strong, trust-based relationships with internal clients, external clients and other teams within Alexforbes.
• Work collaboratively with other departments to coordinate client interactions and resolutions to their needs.
• Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
• Develop and maintain excellent business relations with new clients.
• Ensuring that the TCF values are top of mind in all dealing with internal and external clients.

Customer experience

• Manage customer experience at all touch points
• Implement the 6 TCF ways in daily operations ensuring that the TCF values are top of mind in all dealing with internal and external clients
• Embed the requirements of POPIA into the team in so far as it applies to the processes performed

  Competencies

             Business skills

• Strong client servicing skills and is keen and experienced in client servicing standards
• Performs duties within own area with direction from line Manager
• Good oral & written communication skills
• Good Presentation skills
• Ability to follow Manuals, Company policies and procedures, external/ internal resources, Legislature, and general practices within statutory Funds
• Ability to multi-task

 Functional skills

• Strong analytical skills
• Ability to review and understand the applicable legislation relevant to function
• Working knowledge of DC or DB funds
• Working knowledge of employee benefit administration processes
• Knowledge of different retirement funds
• Ability to work with large and complex data sets and identify problems/ complete reasonability checks
• Good Project management skills

People skills

• Teamwork
• Collaboration
• Respectfulness
• Reliability

Core competencies

• Collaboration
• Communication
• Flexibility and adaptability
• Initiative

Fund Analyst

Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	30 Apr 2024
Closing date:	07 May 2024
Location:	Sandton

Purpose of the Job:

• To maintain a portfolio of funds by producing Asset & Liability Matching as well as other risk mitigating functions and reporting

Education

• Matric (Grade 12 Accounting & Pure Mathematics Symbol B or higher)
• Relevant tertiary qualification

Experience

• 1-year experience in a working environment
• Strong mathematical skills – Compulsory
• Computer literate in MS Office Suite (Advanced MS Excel requirement) – Essential

• Key responsibilities
• Analysing 100+ participating employer’s Assets to Liabilities per procedure (Numbers based on complexity and size)
• Identifying, reporting and resolving of all highly significant issues monthly
• Realigning Investment Managers assets to system fund credits and making recommendations for corrective action – completing the required documentation for second review and ensuring successful completion
• Analysis and monitoring of cash levels, determining corrective action and taking the necessary action to invest or disinvest
• Ensuring successful deduction of investment fees across all portfolios and taking appropriate corrective action
• Calculation and analysis of investments mismatches between system and investment manager and corrective action taken
• Monitor of provision accounts and assets linked to scheme bank account and corrective action taken where required
• Ensuring that portfolios in use are according to investment mandate and corrective action taken where required
• Monitoring of the funding level of the participating employer to ensure that is within the tolerance level as set by the trustees and escalating where necessary, determining corrective action and providing recommendations to senior for action.
• Preparation of Quarterly Reserve Bank Reporting
• Calculation of API commission and arranging payment to Independent Field Advisors.
• Ensuring timely actioning of investment / disinvestment instruction per procedure
• Producing of quality Electronic Financial assessments for Management Committee meetings
• Preparation of transfer schedules within agreed time frames
• Ensuring the overall administration of the funds is at a high standard and reporting on deviations.
• Timely and accurate updating of controls

• Skills required
• Willing to study in order to familiarize themselves with the industry.
• Strong excel skills
• Financial calculations
• Strong analytical skills
• Strong aptitude for problem solving and ability to identify patterns
• Ability to keep tight controls

Principal Investment Consultant

Category:	Investments Consulting – OF2302
Posted by:	Alexander Forbes
Posted on:	25 Mar 2024
Closing date:	03 May 2024
Location:	Sandton

Purpose of the Job:

• To keep and grow clients by being the trusted advisor that delivers impartial, expert investment advice in a professional manner to an institutional client base ensuring at all times that Alexforbes’ standards are maintained and best advice is adhered to • To provide insightful advice resulting in superior investment outcomes for our institutional clients. • To implement the advice-led investment consulting process and to drive the philosophy internally and externally, taking appropriate best advice in-house solutions to clients where applicable and appropriate with demonstrable value-add to the client • To ensure client satisfaction by providing quality service through co-ordinating all internal and external contacts. • To manage and grow a profitable portfolio of clients and manage clients at risk • To influence, challenge and shape investment thinking within the business and industry. • To assist in the development of junior staff

Key Performance Area:

Client Responsibilities:

• Provide investment advice pertaining to client’s specific needs and in accordance with the advice-led investment consulting framework and FAIS
• To be the lead consultant to clients covering responsibilities such as:
• Governance
• Ensure all client investment strategies are aligned to Alexander Forbes best advice
• Portfolio construction including asset allocation (interpretation of modelling with ALM specialist’s assistance), application of the reference portfolio framework, asset manager selection and blending
• Interpretation of performance reports
• Presenting investment strategies and performance to clients
• Compile comprehensive consulting reports for clients on investment-related matters
• Keep clients updated with developments in the investment market.
• Perform investment performance presentations, workshops, trustee training as and when required
• Lead discussions on ESG
• Assist the client in assessing unlisted investment opportunities
• Manage investment component of trustee meetings
• Secretarial functions relating to agenda packs, meeting attendance and minutes where required
• Effective verbal and written communication to internal and external parties
• Ensure timeous response to client queries and requests
• Ensure that standard documents, such as quarterly reports, surveys, records of advice etc, are issued timeously to clients.
• Co-ordinate the entire workflow process for servicing the client portfolio by managing the work of junior consultants and other internal and external service provider, asset managers etc
• Retain responsibility for all FICA and FAIS documentation.
• Ensure deadlines are met and client expectations are managed
• Maintain and grow client base
• Build and maintain a relationship of trust with client
• Remain client-focused at all times

Financial Objectives:

• Set appropriate budgets and financial objectives with HoD
• Monitor progress against objectives
• Accurately capture time so that clients can be billed accordingly
• Ongoing reviewing of fees in line with any changes, and assessment of appropriate fee structure
• Ensure the correct fees are being charged, and that additional work is being charged.
• Ensure clients are invoiced and fees are collected timeously and expenses are controlled
• To be opportunity seeking by expanding services and products provided to the client portfolio using in-house solutions where appropriate
• To use ones network to acquire new business and expand the client base
• To comply with all financial policies and procedures
• Accountable for P&L in respect of margins, expenditure, client fees

 Strategic Responsibilities:

• Give strategic input into the broader business strategy including growth plans, strategic revenue initiatives and new business initiatives
• Accountable to the Head: Investment Advisory for execution of plans and delivery of results
• Effective monitoring of projects and accountability for implementation within own portfolio of clients
• Effective implementation of the advice-led investment consulting framework
• To influence investment thinking by producing thought leadership material to position to market, to media, at industry conferences
• To raise the profile of AF Investments as leading providers of investment advice
• Build and maintain strategic, financial and operational relationships with key business heads within AF.
• Management of strategic relationships with internal and external stakeholders
• Ensure that all legal agreements are aligned with company strategy and are in accordance with legal requirements. Risk awareness and the management of advice risk is of vital importance in the position.

People Management and Self Development:

• Live the AF values of Integrity, Customer First, Care and Leadership and to lead by example
• Drive a high-performance culture
• Responsible for motivation and development of the team
• Provide training, guidance, growth opportunities and mentorship to junior members of the team ensuring improved employee engagement and long term retention of junior talent
• Provide honest & timely feedback on delivery, areas of strength and areas for improvement to junior staff
• Set, communicate, and implement development plans for subordinates and assess performance regularly for direct reports
• Display self-awareness and insight into areas of strength and development seek out challenges to improve skill set
• Seek and act on constructive performance feedback
• Remain abreast of new innovations, regulations, and technologies in the investment consulting space.

Requirements & Qualifications:

• 5 – 10 years experience in Investment Consulting to institutional investors
• 10 – 15 years experience in Financial markets and investments experience
• B. Com or B Sc Hons (with post grad qualification) and CFA/MBA/ Actuarial Fellowship, CFP/ CAIA or other     equivalent qualification
• RE 5
• Authorised FAIS REP registered with the FSCA
• License categories registered:
• For advice and intermediary services Cat 1.3 – 1.18, 1.20 – 1.22, 1.24, 1.26
• For intermediary services only Cat 2.10 – 2.20, Cat 

Regional Executive

Category:	Health Consulting – OF2301
Posted by:	Alexander Forbes
Posted on:	18 Mar 2024
Closing date:	03 May 2024
Location:	Cape Town

Purpose of the Job:

Reporting to the Managing Executive/ Head of AF Health, the Regional Executive will be responsible for the management, implementation and execution of the health business strategy, implementation of and alignment to the overall Group Client strategy, enable the achievement of Group budgets and targets and build and maintain lasting relationships both internally and externally. This role will be responsible for driving and ensuring continuous profitability and growth of the Regional Area/Branch through the servicing of clients, the development of effective client servicing teams and driving strategic Group initiatives whilst ensuring the adherence to all governance and risk management standards. This role will also include the management of the health in-sourced sales team

Overview:

Contribute to formalising and implementing the defined servicing and strategic model including the value propositionDrive continuous growth in Regional branch revenueEnsuring the retainer fees and commission are received in accordance with SLATarget projects and opportunities where billing opportunities existEffective management of management of portfolio profitabilityEnsuring all client portfolios are running smoothly and all action items are dealt with timeouslyOwns self & career development; has development plan; actively reinforces strengths and seeks out challenges to improve areas of improvement.Effective management of the branchHealth client segmentationContribute to determination of service model and best practiceProfitable and sustainable key account modelBuild and implement key client strategy

People Strategy and Management

• Implement and communicate the strategy
• Contribute to building and executing the development of the Regional team
• Drive accreditation and professionalism
• Mentorship and leadership
• Seeks and acts on constructive performance feedback
• Subordinates have up to date development plans and receive regular performance feedback

Key Client Management

• Implement a key client strategy, aligned to AF Group for the Region
• Manage portfolio of key client accounts
• Define and implement service delivery – client plans, Group client profitability, servicing requirements
• Develop, contribute to and implement Regional and Business value proposition internally and externally
• Participation in technical and strategic working committees within business in formalising best practice approach
• Management and ensuring service delivery of Group business units to portfolio of key clients
• Undertake the day to day planning and management of the key clients and plans
• Ensure the formulation and implementation of client business plans
• Ensure that opportunities for development of the business are identified and executed
• Direct contribution to the attainment of business client solution objectives
• Manage and plan the expansion of key client accounts on a long term basis
• Develop and communicate value proposition and offering
• Collaboration with Group business units

Business Development

• Formalise and implement retention and acquisition business strategy for portfolio of key clients within the Region
• Collaborate with all Group business units. Communicate value proposition and offering
• Collaborate with business units in identifying, developing and implementing solutions for portfolio of key clients
• Participate in client solution development and implementation
• New business acquisition across Group business lines to drive Group profitability
• Manage and Support the Health New Business Team and Support the wider Group New Business Team

Internal Operations Governance and Compliance

• Implement effective operating model within the Regional business (account management, specialist support, etc.)
• Compliant and well governed business unit
• Ensure adherence to regulatory and internal business requirements and processes
• Contribute to effective identification management and mitigation of business risks
• Promote good corporate governance Ensure compliance to statutory and industry regulations and directives

Performance Management

• Defined and implemented detailed business score card and performance contracting

• Budget Setting, Financial Management and Forecasting
• Setting of budgets and targets for the Region
• Evaluating and monitoring of progress towards achievement of budgets and targets
• Management of revenue and expense targets
• Implementing and assessing action plans towards attaining budgets and targets set
• Collaborate with Group business units in aligning client strategy and business unit objectives
• Support aligning budgeting to strategic plans and initiatives
• Delivery against targeted Group initiatives
• Effective forecasting
• Ensure the contribution to challenging but realistic budgets in order to achieve desired objectives
• Manage costs and expenses
• Ensuring the penetration of employer solutions into existing and new clients
• Developing current business into larger business

Leadership, Staff Engagement and Talent Management

• Contribute to building and maintaining a market leading professional Regional team
• Implement a performance driven culture to deliver on business objectives
• Build and contribute to the culture of the business
• Lead influence and engender the appropriate behaviour character and temperament for success

Key Stakeholder Engagement

• Internal stakeholder engagement
• External stakeholder engagement (e.g. Regulators, industry bodies, professional associations etc.)
• Communicate with stakeholders to ensure mutual understanding on issues that impact business
• Inform stakeholders of plans or strategy through various channels
• Receive feedback from stakeholders
• Develop and maintain healthy relations with all key stakeholders

Requirements

• Undergraduate and post-graduate degree with relevant professional qualification
• FAIS Compliant (Key Individual – preferable)
• Class of Business & CPD’s
• 5- 7 years’ senior management experience with at least 5 years in the Health and Employee Benefits industry
• Thorough understanding of the Health Industry, related Governance, legal and risk management standards, products, legislation, and requirements of the functional area.
• Thorough understanding of the Strategic and Operational business requirements aligned to the Industry, Region and Client Portfolios.
• 7 -10 years’ experience, 5 of which must be client servicing, consulting or managing a portfolio of clients, and at least 2 in a People/Team Management and new business.
• Geographic Location: Western Cape (preference) or KZN

Administrator

Category:	Ops & Admin – OF6310
Posted by:	Alexander Forbes
Posted on:	29 Apr 2024
Closing date:	06 May 2024
Location:	Sandton

Purpose of the Job:

• Financial Management & Operational Effectiveness • Embracing & implementing TCF • Client Service • Output, success & engagement An Administrator is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks .These are determined by consulting and complying with Alexander Forbes Operation and Administration procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all times. All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes Operation & Administration must be maintained and improved by providing prompt, polite and efficient service.

 Education

• Grade 12 (Matric) – Essential
• Degree/Diploma –  Finance, BCom accounting – Advantageous

Experience required

• Minimum 2 years working experience within financial services/insurance sector. Essential

Decision making and planning

• Ability to work under pressure (high stress tolerance)
• Proactive / take initiative
• Ability to manage and operate an effective diary system
• Ability to plan, organize, prioritize, control and manage own portfolio
• Deadline driven, with the utmost of accuracy (attention to detail) and compliance.
• Must be able follow and to solve problems or make decisions making reference to Manuals, Company policies and procedures, external/ internal resources, Legislature and general practices within statutory Funds.

Problem solving and communication

• Solve data or system problems
• Analyse information and select best solution from a range of alternative solutions
• Verbal and written communication.
• Able to present in client meetings or training sessions with clients.

Key responsibilities

          Maintaining expenses in line with Branch standards and limits

          Eliminating PI Claims

           Fund administration – role specific

• Monthly contribution reconciliations for Pension and Provident Funds
• Maintenance of Member Data
• Necessary reporting in terms of Section 13(a)
• Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
• Direct /indirect housing loans where applicable
• Preparing of monthly reporting for client meetings.
• The completion of Administration Reports (where applicable)
• The completion of member Statements (where applicable)
• Complete recognition of transfer documents and allocation once received (where applicable)
• To identify any changes on the fund and preparing of the documents for checking (rates, fees or expenses)
• Prepare information for the financial year end of your funds (where applicable)
• To check and act upon all risk reports ( where applicable)
• Clear Emails and queries on a daily basis

 Embracing and implementing TCF

• Acquired skills and Knowledge – Individual’s knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department
• TCF – Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal.

Client service

• Timeous & Accurate client and member communication in line with company and branch procedures and controls.
• Effective and efficient service delivery including internal clients such as ALM Team, Consultants, etc.
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
• Compliant in terms of AFFS complaints management procedure.
• The image of Alexander Forbes Operation & Administration must e maintained and improved by providing prompt, polite and efficient service.
• Output, success and engagement
• Team contribution – Assists in times of absenteeism/pressure to ensure work delivery.
• Managing self – Management of processes and responsibilities. Ability to work independently.
• Timeous & accurate actioning of adhoc tasks assigned by Management
• Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes.

SQL Database Specialist

Category:	Technology – OF6302
Posted by:	Alexander Forbes
Posted on:	30 Apr 2024
Closing date:	31 May 2024
Location:	Sandton

Purpose of the Job:

To implement, configure, maintain and perform critical SQL Server RDBMS systems to ensure the availability and consistent performance of various corporate applications; and ensure technical support for the database environment that includes the overseeing of the deployment & organization of databases and assessment & implementation of new technologies to ensure that data is secure and data access is controlled

Education

• Matric – Essential
• Bachelor’s Degree (3 years – 360 credits) – Relevant Degree/ Certification in Computer Programming(SharePoint/End User) – Essential

• Experience required
• First Line Support – Minimum 3 years required
• Microsoft SQL Administration Certification – Minimum 1 year required
• System Administrator – Minimum 1 year required
• Azure Cloud Certification – Minimum 1 year required

Key responsibilities

Internal processes

To develop Software Solutions that includes the following activities:

• Apply knowledge of industry trends and developments to improve service to clients;
• Successfully interpret design documentation and build the software solution according to the specified requirement;
• Develop and test technical solutions using the development tools applicable to the team;
• Apply software engineering best practices gained through formal education, policies and work experience, during development of software solutions; and
• Review developed solutions and provide constructive feedback for improvements
• Evidence (Outcomes): Software Solutions that will promote business performance

Implementation

Ensuring all deployments of databases are implemented according to AF SQL standards and processes.
Have a basic understanding of database components to facilitate troubleshooting of issues.
The DBA is responsible for all production and staging database deployments.
The DBA is responsible for ensuring the environment has sufficient capacity when deploying a database

Performance

Evidence (Outcomes): The database is configured and maintained for optimal performance
Ensuring all database indexes are optimized and maintained
Troubleshoot database performance issues

Security. The DBA is responsible to ensure:

Evidence (Outcomes): All security access is applied according to AF Standards and processes
All exceptions to the security requirements are discussed and agreed with the SQL Architect.
SQL logins passwords are maintained and changed annually.
The Windows accounts passwords are stored in the SQL password repository

All failed logins are attended to in the call logging process

Maintenance:
Evidence (Outcomes):
Ensuring the database maintenance is performed weekly and attend to any issues.
The maintenance of the database space requirements

Support

Evidence (Outcomes): Have a good understanding of database structure components to facilitate troubleshooting of issues
Have a basic understanding of how to optimize a database through indexing, table and file structure

Competencies

Business skills

Adaptability and Flexibility
Project Management
Business relations
Decision Making and Judgement
Process Managemen

• Functional skills
• Accountability and Dependability
• Planning and Organizing
• Problem Solving
• Attention to detail
• Effective prioritisation
• Customer Focus

• Leadership skills
• Change Management
• Coaching and Mentoring
• Driving Performance
• Interpersonal Skills
• Motivating and InspiringPeople skills
• Collaboration and Partnering
• Effective Communication
• Team Effectiveness
• Developing Others
• Empowering OthersCore competencies
• Change ability
• Customer Agility
• Business transformation thinking
• Creative and Innovative Thinking
• Initiative
• Learning Agility

Click here to apply

All the best with your applications.