Team Leader: Corporate Actions (Talent Pooling)

Apply now »

Date: 16 Apr 2024

Location: GT, ZA

Company: Liberty Group Limited

Stanlib's success is driven by the success of its people.  We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.  

Purpose

Perform and check the day-to-day Fund accounting or portfolio administration of Unit Trust Funds, which includes money market, asset portfolios, Funds of Funds and ETFs.

Minimum Experience

2 - 3 years experience in a similar environment

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

  • Accountable for the quality execution of own and teams' work, within defined operating procedures, standards and work routines.
  • Plan for the execution of own and other's tasks against a set framework.
  • Proactively identify team-based work problems, determine root-cause and apply solutions in line with established guidelines, escalating more complex problems, providing the necessary information to solve problems.
  • Supervising and ensuring that the required daily processes and deliverables are correctly adhered to/executed by the team.
  • Ensure that necessary checks that the following are processed accurately and completely incl Interest; maturities and rate resets, local and foreign dividends and events that have gone in the market.
  • Ensure that proxies have been loaded accurately and completely in the system for voting.
  • Ensurie that proxy and elective event automated swift messages or instructions are sent to custodians timeously.
  • Manage and ensure that all AMH swift exceptions have been cleared daily.
  • Ensuring that the Corporate Actions Automated system tool is running smoothly on a daily basis.
  • Check that the SARS withholding tax file has been submitted every month after the checks have been completed by the relevant teams.

Customer

  • Contribute to a culture of service delivery excellence, which builds positive relationships and provides an opportunity for feedback and exceptional delivery within the team aligned to Treating the Customer Fairly (TCF) principles.

Finance

  • Ensure own and team adherence to specified standards, policies and procedures to prevent potential financial losses/wastage.

Learning and Growth

  • Effectively schedule and utilise the available human resources allocated to work area to perform specified tasks.

Governance

  • Ensure own and team compliance with applicable risk, governance and compliance processes and procedures. Escalates identified risks.

Competencies

Liberty Values

    Technical Competencies

    • Financial Systems Administration (Basic)
    • Financial Administration (Basic)
    • Risk Awareness (Basic)
    • Operations Risk Management (Basic)
    • Administrative skills (Fundamental) (Basic)
    • Internal office administration (Basic)
    • Business Administration Skills (Basic)
    • Administration (Basic)

    Behavioural Competencies

    • Customer Orientation (Basic)
    • Interpersonal Effectiveness (Basic)
    • Teamwork and Cooperation (Basic)
    • Communicating with Impact (Basic)
    • Team coordination (Intermediate)

    Speak to your HR representative or visit our career site for opportunities within your area.


    Job Segment: Manager, Risk Management, HR, Management, Finance, Human Resources