Alexforbes Vacancies

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

Manager: Retail Operations

Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 09 Jan 2025
Closing date: 17 Jan 2025
Location: Sandton
Purpose of the Job:
Oversight and Governance Management of our outsourced partners: Manage service levels, key performance indicators, relationship management and development of systems requirements. Management of the member administration operations of the AFIJ business and reporting to the Head of Operations in AFIJ. Management of the member operations of the unit trust business and reporting to the MD of AFIUTon administration matters as well as reporting to the various stakeholders. Provide administration support to the various stakeholders in the AF Group which support, and market investment products administered on the AF investment Platform. Will be responsible for coaching and management of the team.
Overview:
Education

Matric – Essential
Bachelors Degree (4 years – 480 credits) – Advantageous
Experience

Minimum 5 years practical experience in the administration of unit trust/Management Companies investment products
Long only and Hedge Fund Experience – Essential (Local and Offshore)
Minimum 5 years’ experience managing relationships with LISPS, Financial Advisors and Outsourced Providers
5-7 years management experience within Financial Services industry – Essential
Key deliverables

Operational Deliverables

Ensure the smooth running of all operational functions Regular engagement with stakeholders to determine business requirements
Ensure oversight of FCC / AML embedment and process adherence within the operational functions
Continuous review of process and systems to improve client experience, operational efficiency and reduce controllable costs ie internal and third party.
Initiate processes and procedures to improve operational efficiencies and adviser and client experience.
Identify, monitor and manage operational, financial, regulatory and compliance risk within the team and outsourced partner.
Manage the implementation of system enhancements, changes to business rules, process and regulatory changes relating to systems and technology used by outsourced administrator.
Manage all projects, change requests, system maintenance, quarterly statements and tax statements.
Manage all client remediation and client errors. Manage Complaints for the area
Monitor error and omissions reporting and root causes, to implement mitigation opportunities to increase operational efficiency. Manage costs with outsourced service provider.
Manage the delivery of the Outsourced Service Providers
Unit Trust distributions – Review and enhance process and oversee full distribution process
Unit Trust launches and amalgamations – Co-ordinate and own the process
Oversight of Hedge Fund Operations – working with pricing team and support the process
Technology and data

Identify and develop data capabilities and opportunities internally to ensure less reliance on outsource provider over time
Manage system development needs from the business to the outsource provider
Provide admin support to retail sales distribution team to deal with admin related queries. Manage the efficient set up of any new product
Investigation and embedment of any changes pertaining to service offerings
Reporting

Manage online web and online user access.
Effective management reporting to all the different committees and boards.
Staff

Ensure staff KPA’s are documented and recorded with quarterly feedback sessions.
Effective delegation to ensure capacity management as well as staff engagement/motivation.
Grow staff and develop talent
Competencies

Teamwork and collaboration
Impactful leadership
Driving change
Growing capability
Practical execution management
High Emotional Intelligence.
Ability to profile staff and place staff into positions aligned to their strengths and development areas.
Strong integrity and good character traits.
Must be able to embody a trust culture.
Must Exemplify Responsive Customer Service.
Professional demeanour.
Takes initiative and responsibility.
Able to take ownership and lead the team.
Strong people management skills.
Strong analytical and problem-solving skills

Intermediate COBOL Developer

Category: Megatech – EOF6301
Posted by: Alexander Forbes
Posted on: 09 Jan 2025
Closing date: 17 Jan 2025
Location: Sandton
Purpose of the Job:
This person will be responsible for the analysis, design and development of the system using primarily Cobol language but not limited to. Needs to have an understanding of system functionality and understands database and data relationships. Technically direct system construction at the application level and is responsible for coding programs. Develops technical specifications and produces technical documentation for the system. Responsible for testing and debugging programs and the interface between sub-systems. All work may be supervised by a Project Manager, Business Analyst or Operations Manager
Overview:
Education

Matric – Essential
Relevant IT qualification – Advantageous
Experience required

Minimum 5 years’ experience in a Cobol development role, focusing on delivering technology-driven solutions.
End-to-end project involvement in delivery and accountability thereof.
Working in a multi-project environment would be advantageous.
Knowledge and experience within the employee benefits or financial services segment would be advantageous.
Key responsibilities of the role

Development of programs in response to the business need

Development and maintenance of Compen suite of programs in ACU Cobol:
Receives business requirements for improvements to the system.
Liaises with the Business Analyst regarding the desired system capability.
Analyses the applications’ capability and proposes a technical solution to the business needs.
Compiles a technical specifications document for the new program or program amendment, including source code.
Produces code for business applications, as per Business Specifications:
Includes components related to the user interface, data modeling, data management and back-end systems as necessary.
Undertakes testing of the newly developed program prior to implementation to minimize comebacks.
Adheres to defined timelines.
Assists with post-implementation maintenance.
Updates the technical specifications document as changes are made.
Develop and maintain peripheral applications to plug gaps in the total system solution.
Communicate progress of projects to management, team leaders and team members.
Develop Workflow Processes:
Undertakes the analysis, design, development and upgrading of business processes.
Undertakes testing of newly developed business process workflows prior to implementation.

Ensure development standards are being adhered to.
Training and mentoring of junior developers.
Attending workshops, JAD sessions, focus groups for effective problem solving.
Develop and test processes according to specifications of clients and is working properly before handing over to the testing team.
Writing code to ensure functions are performed as per client request.
Attend meetings to give feedback on current projects and tasks.
Liaise with business analysts and testers.
Financial Management:

Providing quotations for new development requests.
Process

Adhere to SDLC processes and procedures.
Understand the requirements of Change Control.
Adhere to ISO9001 and ISO/IEC27001 principles, and other ISO standards as they are adopted.
Supervision

May be responsible for mentoring and supervision of junior developers and/or interns.
May operate under supervision.
Teamwork

Actively participates in JAD sessions or workshops.
Actively participates in demo sessions.
Any other reasonable task assigned with regards to system development, maintenance and system training.
Understands working as part of a project team
Knowledge required

Constructs and implements programs at applications and enterprise level and understands system functionality at enterprise level.
Ability to design, develop, test and debug programs according to program specifications.
Produce technical specifications related to the system developments.
Establish and document test scenarios that will adequately verify the correct functionality of the application / software.
Execute the test scenarios and ensure that the application meets the quality expectations.
Responsible for quality code reviews.
Deals with requests on enhancements to business processes.
Provides technical and functional support.
Understands and interprets complex technical system specifications.
Understanding and experience with AcuCobol programming language would be preferred.
Competencies required

Excellent communication skills
Consulting and analytical skills
Planning and administration skills
Adaptable and resilient
Excellent writing & time management skills
Innovative
Works well within a team
Ability to work in a dynamic, fast-paced and structured environment

Application Owner

Category: Technology – OF6302
Posted by: Alexander Forbes
Posted on: 09 Jan 2025
Closing date: 23 Jan 2025
Location: Sandton
Purpose of the Job:
Responsible for support in the Finance area. This support entails business analysis, development, testing, troubleshooting and other ad-hoc tasks as required by the Application Manager. Primarily: Conduct system administration, and provide system support to business users to eliminate key man dependency and manage all testing and administration on the system.. To develop, produce and test the source code for new or modified software components, modules or programs. To aid the other team members of the team with tasks and in the meeting of team requirements and duties. This person is required to be a team player, show commitment and operate in a professional manner when dealing with the customer and other team members.
Overview:
Education

Matric – Essential
IT Diploma or studying towards – Advantageous
Experience

Minimum 5 years’ experience in SQL development/ application administration – Essential
Knowledge of databases, web services, APIs
Agile ways of work
Fundamental understanding of DevOps discipline
Experience with Financial System troubleshooting
High level working knowledge of computer networking, software installation and administration; IT Operational experience is advantageous
Knowledge of SQL – Essential
Understanding of relational databases, software API’s, technical documentation
Key performance areas

Holistic management of application.

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
Prepare all documentation as required according to guidelines and best practice
Compile test plans, test and document test outputs, manage any changes
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 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 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 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.
Competencies required

Business skills

Adaptability and Flexibility
Operations management
Complexed problem solving
Analytical Skills
Detail orientated
Report writing
Excellent communication skills both writing and oral
Negotiations skills
Time Management
Tracking and reporting on operational performance
Maintaining policy and procedure documents
Project Management
Business relations
Decision Making and Judgement
Process Management
Functional skills

Accountability and Dependability
Planning and Organising
Problem Solving
Attention to detail
Effective prioritisation
Customer Focus
Leadership skills

Change Management
Coaching and Mentoring
Driving Performance
Resilience
Motivating and Inspiring
People skills

Collaboration and Partnering
Effective Communication
Team Effectiveness
Developing Others
Empowering Others
Core competencies

Change ability
Commercial Acumen
Business transformation thinking
Creative and Innovative Thinking
Initiative
Learning Agility

Client Investment Analyst

Category: Investments Consulting – OF2302
Posted by: Alexander Forbes
Posted on: 07 Jan 2025
Closing date: 13 Jan 2025
Location: Sandton
Purpose of the Job:
Provide support to senior staff of Alexander Forbes Investments’ Delegated solutions team for their client reportbacks, as well as to senior and principal consultants on Advisory clients. Contribute to the profitability of Alexander Forbes by providing a professional, quality service to clients; client satisfaction, retention and expansion; keeping abreast of developments in industry; ensuring at all times that Alexander Forbes’ standards are maintained
Overview:
Client Relatonships

Assist senior team member with reportbacks to delegated clients and/or advice clients
Assist senior team in keeping clients updated with developments in investments
Assist senior team in ensuring that clients understand the nature of the portfolios in which they are invested
Developing relationships with all clients
Following up queries and resolving problems of clients
Regular communication and correspondence with clients, both formal and informal
Ensuring timeous response to client queries and requests
Maintaining existing client base
Liaising with investment team members when necessary
Keeping abreast of all investments developments / self-development
Delivering of service and commitments to the client
Remaining client focused at all times
Support of Senior staff and their client work

Maintain, service and assist on a senior team members’ portfolio of clients in order to add value to the clients, and to achieve client satisfaction
Support the deliverables associated with presentation reportbacks relating to economics and investment performance
Act as the interface between the client and other internal departments
Ensure that all FAIS requirements are met when advising and providing intermediary services to clients
Getting input from internal contacts

Getting internal input to ensure ultimate client service and attainment of client objectives
Liaison and communication with internal departments on issues pertaining to management of the client portfolio
Ensuring tasks are completed to satisfaction
Monitoring and follow up of instructions and information requests
Self-development

Display self-awareness and insight into areas of strength and development
TCF

Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences
Requirements

Bachelor’s Degree – Actuarial, financial services and investments
RE5
1 – 3 years of working knowledge of investments within the financial services industry

Manager: Network & IPI Operations

Category: Technology – OF6302
Posted by: Alexander Forbes
Posted on: 10 Jan 2025
Closing date: 20 Jan 2025
Location: Sandton
Purpose of the Job:

• Providing expertise on improvements to the network (voice and data), strategy and security issues, as well as providing network-engineering solutions / options for the business. • Operational delivery in the network (Voice & Data), IP Telephony and IT facilities areas i.e. managing end-user customer service and direct activities to resolve hardware and software problems in a timely and accurate fashion in conjunction with appointed engineers and Operational support entities, contracts and processes. • Ensuring integration and collaboration with Operational support structures in that appropriate structures are maintained to manage, upgrade, maintain and resolve any incidents according to agreed Service Level Standards.
  Overview:
  Qualifications:

National Senior Certificate – Matric
Bachelors Degree (3 years – 360 credits) – Degree in Technology or Information Systems
Certification – CCNA, CCNP, CCDA,CCDP Certification
Experience Required:

IT exposure
IPT technologies, platforms and networking integration
Call Centres platforms, functions and integration
Firewalling & Load Balancing / SSL Offloading Technologies
Project Management Methodology & Tools
Key Performance Area

Internal Processes:

Developing and recommending strategies for network growth, security, and enhancements by maximising functionality of network equipment such as routers, switches, PBX’s, and telephony products.
Aligning local strategies with global direction.
Performing analysis of IPT needs and contributing to design of architecture, integration and deployment.
Maintaining hardware and software, including servers, voice and all components forming part of the solution.
Taking responsibility for the life-cycle management of both software and hardware.
Ensuring the governance of and adherence to processes to ensure the stability of and change to the infrastructure.
Coordinating with other AF departments in order to understand and meet their requirements.
Evaluating platform requirements and capabilities and making recommendations.
Checking systems in order to optimise performance and initiating recovery action after system failures.
Establishing and controlling systems access and security.
Monitoring client service and maintaining stability.
Preparing and maintaining documentation of configurations and cabling layouts; and
Developing, maintaining and testing disaster recovery plans.
Business Partners, Clients and Stakeholders:

Developing / establishing strong relationships with service providers.
Engaging with service providers presenting new solutions / reviewing of proposals for presentation.
Coordinating third-party maintenance for network hardware, software and telecommunications services.
Negotiating and contracting with service providers for services and products.
Interfacing with service providers to ensure adequate delivery and maintenance of equipment and services. (Develop specifications in-house for quote rather than request specifications and quote)
Finance:

Motivating for Capex and Opex budget items following the budget principles and templates, i.e. management of Capex and Opex Budget, management of P&L and management of all escalations;
Overseeing the purchase of licenses and hardware, installation, and support of networking (voice and data) communications, including LAN/WAN, PBX, IPT, Call Centre Environment, IVR and other similar systems; and
Establishing budgetary requirements for equipment replacement and upgrades.

Senior Administrator

Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 10 Jan 2025
Closing date: 20 Jan 2025
Location:
Purpose of the Job:
To administer a Fund or portfolio of Funds according to the AF best practices and procedures within the time standards as defined in the clients Service Level Standards. The function is a multiskilled function across all processes such as contribution reconciliations, processing member claims, production of Trustee reports and annual benefit statements. Understanding complexities within Funds and how to interpret the rules of Funds to navigate these queries and ensure accurate administration.
Overview:
Qualifications:
• National Certificate – Matric
• Course / Diploma – Retirement Funds / Certificate in Financial Planning or equivalent.

Experience Required:
• Industry Experience in both disciplines of contributions and claims processing.
• At a Senior Administrator level
• 2 -3 years industry experience.

Key Performance Area:
Manage E&O’s:
• Reduction in E&O’s by following of processes and ensuring controls are in place to mitigate the risk of E&O’s.

Achieve average of 8 on NPS across Funds:
• Review action items on NPS feedback from clients, aim for score of 8 or higher by servicing clients correctly.

Reduction in escalations from clients by monitoring and driving SLA in team:
• Ensuring queries are addressed and responded to within SLS.
• Follow through on all commitments made to clients.

Increase in the number of tasks processed that require no manual intervention from AF resources:
• Ensuring manual processing is limited.

Data cleanup themes on member & fund level identified and plans in place to correct:
• Ensuring monthly health checks on performed, clean-up of data, members with negative balances, monitoring members with money in the bank account to mitigate risks of E&O’s.

Ensuring operational excellence of all processes by maintaining and managing oversight of the team:
• Achieve Operational Excellence by completing work in line with business best practices and procedures and Funds Service level standards.
• Bills process
• Collections of deposits of other income
• Claims process
• Communications and reporting to clients
• Production of YE checklists
• Production of benefit statements
• Responding to and clearing HSI’s

People Perspective:
• Ensuring company policies are read and kept up to date.
• Applying new legislation and ensuring training and knowledge is kept up to date.

Competencies:
• MS Office
• Adaptability and flexibility
• Business relations
• Decision making and judgement
• Process management
• Accountability and dependability
• Planning and organising
• Problem solving
• Customer focus
• Collaboration and partnering
• Communication
• Interpersonal skills
• Teamwork
• Creative and innovative thinking
• Initiative

Senior Accountant

Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 10 Jan 2025
Closing date: 20 Jan 2025
Location: Sandton
Purpose of the Job:
To maintain a portfolio of funds by completing the daily/monthly/quarterly tasks and producing annual financial statements of the highest quality to clients within 4 months of the Fund’s year end, and to coordinate and facilitate submission of financial statements to FSB within 6 months. This role is a critical part of our ongoing commitment to excellence in delivery of superior Annual Financial Statements and linking processes that affect the delivery of this product.
Overview:
Formal Qualifications:
• Matric (Grade 12) with 5 years or more Retirement Fund accounting experience and studying towards relevant accounting degree or
• Relevant Accounting Degree/ Tertiary Qualification.

Required Experience:
• Minimum 5 years Industry related experience (Advantageous)
• Computer literate in MS Office Suite (Advanced MS Excel a must)
• Strong verbal and written communication skills

Key performance areas:

Stakeholder Relationship:
• Establish strong, trust based relationships with internal clients, external clients and other teams within AF Administration Services.
• Effective communication with all relevant parties within Alexander Forbes to achieve the goals and targets
• Working collaboratively with other departments to coordinate client interactions and resolutions to their needs.
• Ensuring that effective communication to clients is conducted timeously i.e. audit plans, etc…
• Client satisfaction with all presentations of AFS at Audit/Trustee Meetings is obtained.
• Communicate effectively with our clients to resolve issues without escalations and ensure client expectations are met.
• Ensuring that the Treating Customers Fairly “TCF” values are top of mind in all dealing with internal and external clients.
• Developing and enhancing skill levels.

TCF:

• Fulfills his/her duties in such a manner that the relevant TCF outcomes are delivered
• Constructively speaks up about any TCF short-coming in any part of the business
• Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences (such behaviour is never punished).
Operational Effectiveness:
• Successfully complete reports for all Funds for review within portfolio within 45 days of the quarter end to the Reserve Bank.
• Produce quality financial statements 2 weeks prior to the commencement of an audit.
• Ensure that all financial statements are released to clients within 4 months or per client SLA and signed for submission to the FSB within 6 months after year end.
• Completion of monthly Asset and Liability Matching queries with no highly significant issues.
• Maintaining and prepare all funds destined for closure.
• Resolving all queries to FSB within the required 30 days from receipt.
• Ensure 100% compliance rating on internal audits.
• Embrace any technological advancement to gain operational maximum efficiencies.
• All processes and document storage for to saved on SharePoint /on server/ on Fundi, no shared documents to be saved on desktop.
• Management of bank account justifying the bank account balance and processing all investments and disinvestments instructions timeously.
• Compile Trustee cashflows and bank recons as per procedure monthly / as per requirements.
• Ensure all fees and premiums are paid monthly and timeously per procedure.
• Adhoc Invoices are paid within 3 days of receipt/ or on receipt of disinvestment from market.
• Adherence to procedures to avoid potential PI claims.
• Ensure no FSB Penalties lodged within a review period.
• Management of individual expenses to avoid overruns.
• Manage the audit process to avoid cost overruns.
• UA and ALM asset alignments to be completed per instruction.
• Clearing of debtors and creditors within required time frames.
• Perform complex duties which can include Script lending recons / unsettled trade recon / completion of Schedule IA for Segregated portfolio / derivative liability swop agreement / budget variance reports / reserve account analysis and or any other additional tasks if so required.
• Producing monthly / quarterly / bi-annual accounts if so required.
• Establish strong, trust based relationships with internal clients, external clients and other teams within AF Administration Services.
• Working collaboratively with other departments to coordinate client interactions and resolutions to their needs.
• Ensuring that the TCF values are top of mind in all dealing with internal and external clients.

Behavioral (Interpersonal and Intrapersonal):

• Effective assertiveness
• Ethical behaviour / honesty / transparency / modelling of values
• Excellence orientation
• Flexibility / adaptability
• Personal growth orientation / learning agility
• Resilience / perseverance
• Stress management
• Rule orientation
• Results & solution focused (drive, energy & follow through)
• Self-management (planning, prioritizing & time management)
• Responsible and accountable
• Effective communication

Cognitive Competencies:

• Analytical Thinking
• Strong decision – making skills
• Strong problem-solving skills

Skills:

• Strong retirement fund industry knowledge
• Strong oral and written communication
• Strong risk management skills
• Strong accounting knowledge
• Ability to multi-task
• Ability to anticipate and manage change
• Ability to work under pressure

 Indexer

Category: Ops & Admin – OF6310
Posted by: Alexander Forbes
Posted on: 10 Jan 2025
Closing date: 20 Jan 2025
Location: Sandton
Purpose of the Job:

• To be responsible for indexing e-mails in the IWS Platform onto the Horizon Platform.
  Overview:
  Formal Qualifications:

• Grade 12
• Successfully passed the AF tests
• Post graduate qualification in communication or language an advantage

Key Performance Area:

• Financial Management & Operational Effectiveness:
• Eliminating PI Claims-ensure all emails are indexed correctly
• Manage own work.

Embracing TCF:

• Ensures that TCF is understood and practiced by the people reporting to Line Manager.
• Draws on TCF management information (and potentially contributes towards the input thereof) to monitor progress in TCF and address short-comings relevant to his/her area with urgency (General Staff).
• Keeps abreast of latest TCF information and guidelines as from time to time (General Staff).

Client Service:

• Ensure effective and efficient service delivery incl. both Internal and external clients.
• Ensure quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
• Build and strengthen relationships, upward, downwards and laterally with internal and external Clients.
• The image of Alexforbes Operation & Administration must be maintained and improved by providing prompt, polite and efficient service.
• Role Specific:
• Indexing of all emails coming into IWS onto the Horizon system.

Technical:

• Strong knowledge of Client Services
• Ability to multi- task
• Ability to anticipate and manage change
• Computer literate (outlook essential)
• Excellent oral & written communication skills
• Innovative thinking and delivery

Behavioral (Interpersonal and Intrapersonal):

• Confident
• Self-motivated
• Client service orientation
• Ability to manage expectations
• Ability to communicate effectively with colleagues, management
• Ability to work in and as part of a team
• Self-awareness
• Resilient
• Disciplined in being able to follow documented procedures and processes
• Responsible & accountable
• Resourceful & creative problem solver
• Effective communication
• Results- orientated

Cognitive Competencies:
• Time management – The ability to manage your time.

Principal Sales Specialist

Category: Retirements Consulting – OF2300
Posted by: Alexander Forbes
Posted on: 19 Dec 2024
Closing date: 10 Jan 2025
Location:
Purpose of the Job:
To build and maintain strong and meaningful relationships directly with key internal and external stakeholders to generate new business opportunities, in line with Business targets. The focus of the Principal Sales Specialist is to harness existing independent intermediary relationships and forge new relationships to directly grow the various solutions and services available to the independent intermediary market.
Overview:
Market Leadership

Engage with the Head: Intermediated Clients and Head: Retirements to jointly develop a strategy for increasing the market in the business lines.
Liaise with the Head: Intermediated Clients and Head: Retirements to create a value proposition that is continuously market-leading
Lead the targeted acquisition of new clients from competitors and the open market
Managing the new business pipeline to ensure TIMELY delivery against targets across the designated lines of business, with an independent intermediary focus, initially and then expanding selectively to other offerings
Drive new segment penetration and delivery
Collaborate on the Design and development of market intelligence tools that provide real time information on competitors
Design and execute strategies for acquisition of clients from competitors in a profitable manner
Client Management

Build and maintain exceptional internal and external client relationships
Create opportunities to increase the visibility of the Alexander Forbes Group to ensure that the AF value proposition is always TOP of MIND
Work with the Marketing Division to drive targeted and cost effective marketing interventions across the Country to ensure that potential clients are aware of the AF offering
Drive Client loyalty through increasing the number of products/solution relationships with AF
Financial Management / Success

Monitor budget within team
Manage controllable expenses, including staff ratios especially travelling and event costs
Leadership and Management

Manage the New Business team (or associated servicing team or sales enablement team) with direct line management responsibility
Ensure that a high performance culture is encouraged
Focus on improving employee engagement and maintaining a highly engaged people compliment.
Ensure good quality of work from staff and enforce corrective actions when appropriate, including training needs of staff
Ensure compliance with company policies and procedures.
Manages staff in accordance with statutory regulations.
Perform the recruitment of staff in accordance with company policies and procedures.
Ensure appropriate succession planning and career pathing.
Ensure effective communication with all staff in allocated business unit.
Lead, motivate staff in handling change, and build trust and partnership. Encourage and build a team environment

Requirements

An undergraduate qualification in Finance or insurance is essential, i.e. BCom (majors in Financial Management or Financial Planning or Investments)
A proven sales track record within Hunter and Closer framework.
Experience selling at the “C” level
7 to 10 years experience
FAIS Accredited or relevant body registered
General product knowledge and AF business line-specific product-specific knowledge with strong interpersonal skills.
Knowledge of account management from the wider financial services sector would be an advantage
Strong knowledge of Pension funds, FAIS, and related legislation
Strong knowledge ofthe Employee Benefit Industry
Preference for working with and supporting independent intermediaries

Switchboard Operator

Category: Corp Service Property Mngt – OF6306
Posted by: Alexander Forbes
Posted on: 10 Jan 2025
Closing date: 20 Jan 2025
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:
Experience Required:

Switchboard / Call Centre.
Minimum 2 years proven work experience as a corporate switchboard operator or as a call centre agent at a financial services organization.
2- 5 years of working experience.
Knowledge of customer service practices and principles.
Ability to speak more than 2 languages.
Key Performance Area

Customer Service

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.
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.
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.
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.
Competencies

Computer Literacy – MS Office

Business Skills:

Excellent time management
Good problem solver
Adaptable
Excellent customer service
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 one’s 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.

Head: Retail Analytics

Category: Strategic Insight&Analytic-OF4305
Posted by: Alexander Forbes
Posted on: 08 Jan 2025
Closing date: 14 Jan 2025
Location: Sandton
Purpose of the Job:
The Head of Retail Analytics is responsible for overseeing the retail analytics function, prioritising business requests, engaging with stakeholders, and delivering actionable insights that drive business value. This role ensures the effective utilisation of data analytics to support strategic and operational decision-making within the retail division. By leveraging analytical, statistical, and programming expertise, the Head of Retail Analytics optimises investment strategies, enhances client experiences, and drives project success through clear goal articulation, iterative model deployment, and scalable solution design. This leader champions innovation, ensuring the organization’s analytics efforts remain at the forefront of data-driven excellence.
Overview:
Strategic Vision and Leadership

Articulates a clear vision and sets well-defined strategic goals aligned with organizational objectives. Ensures that all retail analytics initiatives are driven by a strategic vision, fostering alignment and clarity among team members and stakeholders. Inspires commitment and drives collective efforts towards achieving shared goals, facilitating the organization’s success in navigating complex retail landscapes.

Project and Initiative Management

Manages and oversees the delivery of strategic and tactical analytics projects. Ensures projects are executed with precision, meet strategic objectives, and deliver tangible business value. Collaborates closely with stakeholders to capture requirements, translate them into actionable plans, and prioritize based on strategic importance.

Data Strategy and Governance

Develops and implements robust data strategies that enhance scalability and efficiency. Establishes and maintains governance frameworks that ensure data integrity, security, and compliance. Promotes best practices and continuous learning within the team.

Actionable Insights and Innovation

Delivers actionable insights derived from advanced data analytics and predictive modeling techniques. Synthesizes complex retail data into meaningful recommendations that inform strategic decision-making and drive operational efficiency. Champions innovation and the adoption of emerging technologies to enhance retail analytics capabilities.

Stakeholder Engagement and Communication

Builds and maintains strong relationships with key stakeholders. Facilitates regular communication and updates on project progress, insights, and outcomes. Represents the organization in external forums, conferences, and industry events, contributing to thought leadership in retail analytics.

Lead and develop a high-performing retail analytics team, providing mentorship, guidance, and support.
Set strategic direction and define clear objectives for the retail analytics function, aligning with organizational goals.
Oversee the planning, execution, and delivery of analytics projects, ensuring alignment with business objectives and timelines.
Collaborate with cross-functional teams to translate business requirements into actionable data strategies and initiatives.
Drive continuous improvement and innovation within the team, promoting best practices and identifying opportunities for process optimization.
Champion the adoption of advanced analytics techniques and emerging technologies.
Establish and maintain effective communication channels with stakeholders at all levels of the organization.
Deliver actionable insights derived from advanced data analytics to drive informed decision-making.
Ensure successful planning, execution, and delivery of strategic and tactical projects within the retail analytics domain.
Provide leadership and strategic vision to the analytics team, fostering collaboration and professional growth.
Translate complex data into actionable strategies, leveraging advanced analytics techniques and strategic vision.
Lead cross-functional projects and initiatives, aligning project goals with organizational objectives.
Represent the organization in external forums, conferences, and industry events, contributing to thought leadership in the field of retail analytics.
Prioritize and manage analytics projects ensuring timely and accurate delivery of insights and recommendations.
Define project scopes, objectives, and deliverables in collaboration with stakeholders
Oversee the end-to-end analytics process from data collection and analysis to reporting and presentation.
Guide the data team in developing and maintaining dashboards, reports, and analytical models that provide actionable insights.
Ensure the accuracy and integrity of data and analytical outputs.
Interpret and communicate complex data insights to non-technical stakeholders, enabling data-driven decision-making.
Provide technical leadership and mentorship to the data team, ensuring the use of best practices and advanced analytical techniques.
Stay abreast of industry trends, emerging technologies, and best practices in retail analytics and data science.
Oversee the selection and implementation of analytics tools and platforms.
Identify opportunities to leverage data and analytics to drive business growth, efficiency, and profitability.
Measure and communicate the business impact of analytics initiatives.
Collaborate with other departments to integrate analytics insights into business processes and strategies.
Requirements

Bachelor Honours Degree: Financial Maths/Stats/Computer Science, Data Science, Statistics, Business Analytics, Computer Science (Essential)
Master’s degree or MBA (Preferred)
Good progress with actuarial exams (Advantageous but not essential)
3 Years of Data Science experience; experience in developing machine, learning models and algorithms
7-10 Years Retail analytics experience, focus on retail analytics
3 years experience in developing actuarial models for business and client use
Computer Literacy

MS Office
Python/Microsoft ML
SQL
Jupyter Notebooks
AWS
Big Data
Technical Skills

Experience with data visualization tools such as Tableau, Power BI, or similar
Knowledge and practical experience applying machine learning techniques and their applications in retail
Experience working in agile development teams
Experience in operationalizing data science solutions or similar product development
Natural language processing (NLP) techniques
Development of new predictive models: stress test and implementation
Relevant Data Science or Actuarial certifications and experience with working with large data sets

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