Team Leader Coach at Discovery Limited

Key Purpose

• To Supervise team/s effectively, using standard processes to ensure the smooth and efficient running of the department.

Areas of responsibility may include but not limited to

• Supervision of 8 to 15 people. Typically, 8 people in 1 team.
• Monitor team performance and activities
• Effective capacity planning to ensure that business processing is not disrupted
• Regular feedback to sub-ordinates, as a minimum apply the documented performance management practices used by Discovery.
• Achieve targets agreed to between line manager and yourself, by using the resources allocated to you
• Manage own and the work of others.
• Liaison with DCS Franchises/Broker/Agents/Clients on all queries to resolution,
• Managing Complaints and Escalations
• Staff development, coaching and training
• Analyze processes and identify need for risk reduction or efficiency opportunities.
• Ensure adherence to processes and procedures
• Stimulate positive team performance
• Coordinate team meetings

Ensuring continual Communication between management and the team

• Ensuring Compliance and legislative issues are adhered to
• Compiling Process and procedure guides for servicing
• Develop succession plans and implement.
• Monitor people performance, determine appropriate performance management action and execute.
• Manage projects relevant to your team and ensure delivery within the agreed timelines

Personal Attributes and Skills

• Highly developed writing, communication and presentation skills
• A proven track record in the LISP environment
• Problem solving and analysis
• Self-managed
• Ability to Plan, organize and Control.
• Drives Results
• Values Driven
• Optimistic
• Learns on the Fly
• Resilient
• Instils Trust
• People Savvy
• Financial Acumen

Education and Experience

• Matric
• A minimum of 3 -5 years working experience in an Investments Senior Administrator role within a LISP
• A minimum of 2 – 3 years working experience in a Team Leader role
• Extensive LISP Administration and process knowledge
• Exposure to a Fund Administration/Pricing System
• Knowledge and working experience in Discovery with relevant product knowledge as well as inter departmental knowledge, knowing how the business fits together

Computer Knowledge Essential:

• General Computer Literacy with excellent Excel, Word Proficiency, and outlook
• Desirable : Paradigm, Compass