- Ensure unwavering support for the implementation of the business strategy concerning administration and client service.- Consideration of processes and enhancements in decision-making.- Client inquiries, escalations, and exception approvals.- Continuously enhance processes and the overall efficiency of the department.- Exercise oversight over the teams responsible for the daily processing of client instructions.- Attract, develop, and retain high-caliber staff.- Foster… Show more - Ensure unwavering support for the implementation of the business strategy concerning administration and client service.- Consideration of processes and enhancements in decision-making.- Client inquiries, escalations, and exception approvals.- Continuously enhance processes and the overall efficiency of the department.- Exercise oversight over the teams responsible for the daily processing of client instructions.- Attract, develop, and retain high-caliber staff.- Foster the growth of team leaders and establish succession plans.- Contribute to the comprehensive management of the Retail Operations Division.- Prepare documentation and performance metrics, and play an active role in Board meetings.- Ensure the satisfaction of capacity and training requirements.- Planning, executing, and overseeing projects.- Facilitating change management within a dynamic environment. Show less

- Developing the business strategy and guiding the department's direction, focusing on policy administration, estate administration, and retirement fund administration.- Playing a leadership and collaborative role within the Retail and Distribution businesses.- Promoting resilience and compassion within the organizational culture.- Attracting, onboarding, developing, and retaining a diverse talent pool.- Onboarding and developing team leaders while ensuring effective succession… Show more - Developing the business strategy and guiding the department's direction, focusing on policy administration, estate administration, and retirement fund administration.- Playing a leadership and collaborative role within the Retail and Distribution businesses.- Promoting resilience and compassion within the organizational culture.- Attracting, onboarding, developing, and retaining a diverse talent pool.- Onboarding and developing team leaders while ensuring effective succession planning.- Maintaining a strong working relationship with the Office of the Principal Officer.- Ensuring continuous, timely, and effective maintenance and improvement of processes.- Establishing a comprehensive knowledge management framework within the department and with business stakeholders.- Managing teams responsible for processing death claim instructions by maintaining an optimal operational environment.- Managing budget allocations for external systems involved in client verification and administration.- Designing and executing measures to prevent and address fraudulent activities.- Introducing Robotic Process Automation (RPA) to effectively minimize manual processes and reduce the processing time associated with death claims.- Improved fee processes, leading to significant cost reductions for the company.- The development and implementation of the process for Executors to utilize the website platform has led to streamlined Estate Administration.- Modifying the service and admin models to enhance service quality and risk management. Show less

- Provide proactive direction for the recruitment of individuals seeking specialisation.- Establish robust capacity planning to ensure the team is consistently staffed with suitably trained and competent personnel.- Develop and prepare team members to deliver exceptional client service.- Maintain continuous focus on process improvement to instil best practices, enhance efficiency, and manage risk, including proposal drafting and obtaining approvals.- Take proactive measures to… Show more - Provide proactive direction for the recruitment of individuals seeking specialisation.- Establish robust capacity planning to ensure the team is consistently staffed with suitably trained and competent personnel.- Develop and prepare team members to deliver exceptional client service.- Maintain continuous focus on process improvement to instil best practices, enhance efficiency, and manage risk, including proposal drafting and obtaining approvals.- Take proactive measures to address imminent process changes and issues.- Stay abreast of product and process changes implemented upstream to ensure the downstream death claims process remains effectively executable, and to assess the impact on capacity.- Provide oversight and approve the content in all Process Guides, Claims forms, and communications, including taxation information, to ensure beneficiaries and executors can make well-informed decisions regarding benefit receipt.- Maintain full-time availability for technical-legal consultations and problem-solving.- Professionally handle escalated inquiries from beneficiaries, executors, and IFAs.- Engage in consultation with Legal, Tax, and other departments. Show less

- Set clear, concise team/individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through informal check-ins and formal reviews.- Develop the skills and confidence of team members and provide appropriate motivation.- Facilitate ongoing training and development for team members.- Build and maintain positive working relationships with all other teams in the department.- Foster relationships with internal and external… Show more - Set clear, concise team/individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through informal check-ins and formal reviews.- Develop the skills and confidence of team members and provide appropriate motivation.- Facilitate ongoing training and development for team members.- Build and maintain positive working relationships with all other teams in the department.- Foster relationships with internal and external clients and suppliers.- Manage the processing of all daily transactions accurately and within given deadlines, including capacity and resource planning and leave management.- Manage and report on error rates, productivity levels, pending cases, follow-ups, cost to backdate, and exception reporting.- Handle escalated queries and day-to-day problem-solving.- Find more efficient, lower-risk methods for teams to perform their functions.- Participate in ad hoc duties and projects as needed.- Identify and analyze opportunities to improve business efficiency, reduce costs, mitigate risks, enhance client service, improve reporting and controls, and support executive committee strategic decision-making.- Identify trends resulting from error corrections, exception reporting, and data integrity.- Recommend efficiencies for existing processes and provide input for new processes.- Improve MIS function, tax reporting, and tax functions within the Retail Ops areas.- Implement controls to mitigate processing risks and document all procedures, processes, and controls. Show less

- Set team and individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through both informal methods and formal reviews.- Foster positive working relationships with all other teams within the department.- Ensure accurate and timely processing of daily transactions within specified deadlines, including capacity and resource planning, and leave management.- Address escalated queries and engage in day-to-day… Show more - Set team and individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through both informal methods and formal reviews.- Foster positive working relationships with all other teams within the department.- Ensure accurate and timely processing of daily transactions within specified deadlines, including capacity and resource planning, and leave management.- Address escalated queries and engage in day-to-day problem-solving activities.- Develop the skills and confidence of team members and provide appropriate motivation.- Facilitate ongoing training and development of team members.- Identify more efficient and lower-risk methods for the team to execute its functions.- Cultivate relationships with both internal and external clients and suppliers.- Manage and report error rates, productivity levels, pending cases, follow-ups, cost to backdate, and exception reporting.- Contribute to ad hoc duties and projects as necessary.- Implement controls to mitigate processing risks and document all procedures, processes, and controls.- Recommend efficiencies in existing processes and provide input for new processes. Show less

- Ensure the provision of necessary resources for new consultants to effectively carry out their responsibilities.- Address work-related queries and evaluate the performance of new consultants.- Facilitate the assimilation of new consultants into our service approach and guide them in making principle-based decisions.- Furnish consultants with tools for proficiently managing queues, workflow, and workload, and conducting effective follow-ups.- Promote a clear understanding and… Show more - Ensure the provision of necessary resources for new consultants to effectively carry out their responsibilities.- Address work-related queries and evaluate the performance of new consultants.- Facilitate the assimilation of new consultants into our service approach and guide them in making principle-based decisions.- Furnish consultants with tools for proficiently managing queues, workflow, and workload, and conducting effective follow-ups.- Promote a clear understanding and adept management of client interactions and work quality among consultants.- Aid academy consultants in comprehending decision-making principles for effective problem-solving.- Conduct an analysis of performance and training patterns and furnish feedback to pertinent stakeholders.- Identify performance trends and devise innovative strategies for improvement when necessary.- Detect academy trends and collaborate with training and team leaders to propose potential enhancements.- Provide regular feedback to foster continual progress in individuals.- Supply team leaders with specific focus areas and individual summaries as new consultants advance from the academy.- Formulate creative approaches to enhance the development of new starters. Show less

- Cultivating relationships with my panel of Discretionary Investment Managers (DIMs)- Promptly handling administrative requests for the DIMs- Delivering outstanding service to DIMs and IFAs utilizing their Models- Supplying DIMs with precise reporting- Establishing and upholding Model Portfolios on our CRM- Ensuring accurate processing of all Model Portfolio instructions- Offering assistance to Distribution, Client Service Centre, Unit Trust, Offshore, and Life teams… Show more - Cultivating relationships with my panel of Discretionary Investment Managers (DIMs)- Promptly handling administrative requests for the DIMs- Delivering outstanding service to DIMs and IFAs utilizing their Models- Supplying DIMs with precise reporting- Establishing and upholding Model Portfolios on our CRM- Ensuring accurate processing of all Model Portfolio instructions- Offering assistance to Distribution, Client Service Centre, Unit Trust, Offshore, and Life teams concerning Models- Providing support to the business for all Model Portfolio-related inquiries and proposing viable solutions- Actively engaging in enhancing Model Portfolio procedures and controls Show less

- Validating and accurately authorizing instructions received from consultants- Ensuring compliance with authorization requirements. In instances where a situation falls outside specific rules, consultants are expected to comprehensively assess all pertinent facts and make informed decisions accordingly- Timely authorization of all instructions within stipulated turnaround times and prior to relevant cut-off times- Prompt and meticulous handling of all inquiries- Validating and… Show more - Validating and accurately authorizing instructions received from consultants- Ensuring compliance with authorization requirements. In instances where a situation falls outside specific rules, consultants are expected to comprehensively assess all pertinent facts and make informed decisions accordingly- Timely authorization of all instructions within stipulated turnaround times and prior to relevant cut-off times- Prompt and meticulous handling of all inquiries- Validating and authorizing captured instructions- Ensuring the correct execution of all aforementioned responsibilities- Performing occasional ad hoc duties when required Show less

- Ensure the accurate verification of incoming client instructions within specified deadlines.- Adhere to compliance with FICA, FATCA, and FAIS requirements.- Confirm receipt of instructions with clients via telephone or email.- Capture all incoming work within stipulated turnaround times and before relevant cut-offs.- Address queries from clients, IFAs, and internal clients promptly and diligently.- Rectify errors accurately and promptly.- Manage pending cases and… Show more - Ensure the accurate verification of incoming client instructions within specified deadlines.- Adhere to compliance with FICA, FATCA, and FAIS requirements.- Confirm receipt of instructions with clients via telephone or email.- Capture all incoming work within stipulated turnaround times and before relevant cut-offs.- Address queries from clients, IFAs, and internal clients promptly and diligently.- Rectify errors accurately and promptly.- Manage pending cases and follow up with clients.- Ensure timely processing of daily workflow to exceed client expectations and SLAs.- Provide superior levels of service to clients and brokers.- Maintain comprehensive records of all interactions with clients/IFAs on Siebel. Show less

- Engaging in sales discussions and facilitating client applications.- Exercising meticulous attention to detail while adhering to the Credit Policy.- Communicating and elucidating the bank's insurance, funeral cover, and investment products during sales discussions and application processes.- Addressing all loan or card account-related inquiries, which encompasses the suspension and replacement of credit cards, the issuance of settlement amounts, and the updating of client… Show more - Engaging in sales discussions and facilitating client applications.- Exercising meticulous attention to detail while adhering to the Credit Policy.- Communicating and elucidating the bank's insurance, funeral cover, and investment products during sales discussions and application processes.- Addressing all loan or card account-related inquiries, which encompasses the suspension and replacement of credit cards, the issuance of settlement amounts, and the updating of client details.- Delivering accurate information regarding the bank's products and services and ensuring equitable treatment of customers.- Contacting all clients identified in the Missed Payers List and locating clients who are uncontactable.- Endeavoring to establish payment arrangements and negotiate Promises to pay (PTPs).- Reaching out to existing clients, leads, referrals, and other potential clients to provide or extend credit.- Conducting assessments using the Prospect system to formulate and present offers to clients.- Managing manual filing, document faxing, scanning, and emailing.- Utilizing the ABIL systems: Exactus, Phoenix, Gazelle, and Tallyman.- Adhering to the provisions of FICA (Financial Intelligence Centre Act), OHSA (Occupational Health and Safety Act), and NCA (National Credit Act).- Complying with all regulations established by the NCR (National Credit Regulator) and the FSB (Financial Services Board). Show less

- Prospecting and acquiring customers within the Western Cape region- Providing service to all existing clientele, including hospitals, doctors, and other suppliers- Managing all aspects of quotations and sales- Engaging in telesales activities, reaching out to both existing and potential clients- Receiving, inspecting, and packaging incoming goods- Selecting, dispatching, or personally delivering goods- Conducting monthly stock takes- Managing data capture… Show more - Prospecting and acquiring customers within the Western Cape region- Providing service to all existing clientele, including hospitals, doctors, and other suppliers- Managing all aspects of quotations and sales- Engaging in telesales activities, reaching out to both existing and potential clients- Receiving, inspecting, and packaging incoming goods- Selecting, dispatching, or personally delivering goods- Conducting monthly stock takes- Managing data capture, organization of files, and the sending of faxes and emails Show less