Finance Admin Team Leader at Investec Asset Management

To effectively manage and improve the operations of our Finance Admin team which is part of our Client Services portfolio. This includes:

• Subscribe to embed the Investec culture and values into the team
• Mitigating risk, creating risk awareness and being risk conscience as a team
• People leadership within this team as well as the PB Operations leadership team as a whole
• Driving automation whilst ensuring best practice and service excellence are always at forefront of the team
• Looking at cost containment opportunities within this space
• Manage Stakeholder partnerships (internal and external)
• Self-Starter and self-motivated
• Ability to influence and contextualize process, changes etc.

Description of your Skill and Experience

• Effective operational management of the team
• Monitoring and ensuring optimal functioning of the Team
• Manage and resolve escalated queries and issues
• Resolve formal complaints including the analysing and identify areas to improve
• Effective use of statistics and reporting to make necessary changes and improvements as well as share the insights with stakeholders
• Assist QA in setting and maintaining QA standards
• Oversee successful implementation of system releases
• Participation in project meetings and ownership of relevant pieces
• Keeping abreast of best practise and implementing changes where necessary
• Drive improvement and efficiency in the team
• Subscribe to continuous improvement by defining and improving processes and identifying needs for operational efficiency
• Be integral in driving technical automation of system within the space working closely with PBIT regards to these changes, this will include being responsible for the business requirements, approval of business specs as well as devising test scenarios and involved in UAT as well as post implementation testing.
• Ensure fulfilment and obligation of SLA's with external vendors and uphold the governance structures of their partnership within our business

Ensure effective communication with internal and external stakeholders

• Establish, maintain and build relationships with key stakeholders across Private Bank Operations, and other areas within Specialist Bank
• Ensure effective and continuous communication and updates on issues relevant to the team with internal and external stakeholders
• Manage change within the team, working closely with Operations Consultants across regions
• Demonstrate and instil Investec core values through interactions with team and stakeholders
• Own change and identify training and learning gaps with all stakeholders

Vendor Management includes:

• Weekly prioritisation sessions
• Sign off of invoices for work to be delivered

People Management

• Performance management including individual development
• Continuous informal and formal feedback on performance
• Facilitate regular team meetings and encourage growth and development
• Partner with QA and Technical Learning to identify and bridge training gaps
• Ownership of training material – update effectively based on change
• Recruitment and integration of new starts
• Manage leave and staff capacity
• Enable an environment in which people are able to live the culture
• Ability to manage “up and down” by building a relationship of open dialogue with Leadership within Private Bank Operations and across Private Bank
• Strong leadership skills including ability to deal with conflict, motivate team, influence, help team make sense and meaning and hold the team accountable
• The ability to manage up, down and sideways

Risk management

• Responsible for the identification of potential risk and the mitigation of these risks through daily, weekly or monthly exception reports
• Escalate all unmitigated risks to the Risk Operational Officer
• Reduce risks highlighted in internal audit report and manage controls and treatments identified
• Compile a Key Risk indicator dashboard in terms of day to day operations within the team
• Engage effectively with Ops Risk and ensure all escalations are resolved
• Effectively drive participation and consistencies of processes across teams and regions

The Result 

• Effectively drive participation and consistencies of processes across teams and regions
• Risk management
• People Management
• Ensure effective communication with internal and external stakeholders
• Drive improvement and efficiency in the team
• Effective operational management of the team