To apply, click on the link at the end of the posts and all the best with your applications.
Marketing Assistant
Personal Assistant & Events Co-Ordinator
Data Governance Analyst
Senior Administrator Multiskilled
Technical Specialist: Client Transition
Fund Analyst
Principal Investment Consultant
Regional Executive
Administrator
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.
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