Operations Consultant: Indexing at Sygnia Asset Management

ROLE DESCRIPTION:

• We are looking for a detail-oriented and efficient Indexer to join our team. In this role, you will be responsible for indexing information and integrating it into our workflow systems.  The successful candidate will ensure that all data is properly categorised, searchable, and accessible, allowing for smooth tracking and management.  Your work will help ensure that all case-related documentation is organized and routed correctly through various stages of the workflow process. 

DUTIES AND RESPONSIBILITIES:

• Working in a LISP environment administration.
• Index incoming emails to ensure proper categorisation and easy retrieval within our email management system
• Analyze and Index of all incoming documents timeously within the agreed Service Level Agreement.
• Ability to split incoming documents received before indexing.
• Accurately Input case data into a central case management system
• Managing undelivered emails
• Investigating and resolving all items not indexed within the Service Level Agreement.
• Collaboration between the Retail operations team and the Client Service Team.
• Collaborate with IT and systems teams to ensure email indexing tools and software are effectively configured and performing optimally.
• Maintain a good internal department relationship to ensure that you get the maximum support collaboration.
• Understand and adhere to the policies, standards and procedures applicable to the role.
• Monitor workflow processes to identify potential bottlenecks and recommend improvements for efficiency and accuracy in case indexing. Immediately report any findings to the Retail Manager for discussion and resolution.
• Assist in training and onboarding new team members in case indexing procedures and workflow systems
• Facilitate that all timing standards are maintained and that you report anomalies to the Line manager to investigate.
• Ensure all case data is properly stored, archived, or disposed of according to company policies and compliance requirements
• Maintain a healthy team spirit by assisting peers where needed.

ROLE QUALIFICATIONS AND EXPERIENCE:

• Post Matric
• 1 year experience of data capturing or in administration.
• Excellent written and verbal communication.
• Strong working knowledge of word processing, and spreadsheets (Microsoft office).
• Product knowledge of Lisp and Retirement Products.

CORE COMPETENCIES REQUIRED:

• Strong organisational skills – a passion for getting things done quickly and correctly.
• Ability to work both within a team and individually.
• Be a self-starter and must be proactive in taking ownership for their own learning and career development.
• Be discreet, professional, and well-spoken.
• Ability to manage multiple projects while prioritizing work assignments.