Jacques Nel Email & Phone Number

Melrose Arch

Duties and Responsibilities• Provide support to business users in understanding the business processes and compass system and related interfaces.• Running of batches, EFT payments and faxes via Finswitch.• Processing of complex adjustments on application (Cherwell / CCS).• Offer first level support to application analysts• End to end regression testing and sign-off of new development implementations• Configuration of new development in the production environment (end portion on go live). • Reconstructions for cost analysis.• Clean-up activities • Attending stand up meeting and scrums. • Leasing with business and assuring implementation is successful.• On the job training material updates.• Creating and implementing training.• Fund pricing• Fund Maintenance: updating, editing and loading of funds. (Manco & Investment Manager Maintenance and updating new bulk accounts)• Ensure that processes and activities is completed within SLA and correct first time as per change control guidelines• EFT process if this fails at the bank• Scrutinising, investigating and fixing of daily batch errors• Pricing of any urgent payments and investments where requested

Melrose Arch

Duties and Responsibilities• Processing LISP transaction (switches, SDU, recurring debit orders and regular withdrawals) within the customers promise• Coaching of staff members• Assuring and follow ups with staff training • Designing of effective training materials (Process flow)• Consolidating and reporting of the P&L (error) report (switches, SDU, recurring debit orders, regular withdrawals, withdrawals, Investments, Models, Section 14 / 37 and transfers)• Adherence to the error and rework reports• Involvement and monitoring of testing • Consolidating and reporting of staff stats• Retirement Letters• Dealing and solving of daily queries • Implementing enhancements to improve the customers promise• Responsible for SDU and Switch team• Daily meeting • Assuring the SLA is within 95%• Quality assurance • Communication to Internal and external clients. • Solving general IT issue within operation, (Working hand in hand with IT to resolve system issues) • Assisting the POD Leader (Manager)

Melrose Arch

Duties and Responsibilities• Processing / Authorising Switches between multiple products of clients investments• Processing / Authorising annuities compulsory (basic) and voluntary• Processing / Authorising Debit orders• Processing (mail merging) Retirement letters• Updating clients personal details• Knowledge of products (Inter and Intra manco)• Handling queries from brokers and internal clients• Assisting to process income distributions• Filling in for Team leader when not available• Knowledge of system’s:

The Glen / Benmore / Sandton / Rosettenville

Duties and Responsibilities• Second in charge at Tellers• Dealing with Customers / Clients• Dealing with Money directly and indirectly • Depositing • Telephonically (customer queries)• Dealing with customer services• Transfers Statement• Loading Limits• Stop payments (est.)• Floating (moving) between front line (Teller and enquiries), and assisting at other department when assistants are needed.