Team Leader: Fund Governance and New Business at Liberty Group South Africa

Purpose

• Coordinate, plan and deliver tasks accurately & timeously in support of organisation policy and compliance through the execution of predefined objectives relating to Fund Governance and Employer On-boarding for group retirement and risk schemes.

Minimum Experience

• 2 - 3 years installation vetting experience in a similar environment. 

Minimum Qualifications

• Wealth management, Leadership Qualification (NQF 5/6)

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.
• Production management of on-boarding vetting and installation teams.
• Manage production when team members are on planned and unplanned leave.
• Report to management on work in the area Daily, EXCO, other relevant reporting.
• Communication to all levels (customer, heads of department, divisional director, inter-departmentally, etc.) in a clear and concise manner.
• Identify team members learning and development.
• Updating of documentation and communication relevant to the area of management.
• Identify, analyse and resolve queries and existing problems in order to reach optimum solutions in timely manner.
• Arrange performance management to staff members; update the relevant systems to reflect the relevant ratings or assist manager with the process.
• Manage CAL risk and Liberty Corporate Benefit vetting and installation.

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.
• Ensure customer satisfaction with respect to the quality of operational support provided by a team under supervision.

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.
• Compliance requirements eg CRMP, Risk registers to be able to assist in compiling for the area.

Competencies
Liberty Values
Technical Competencies

• Financial Acumen (Basic)
• Risk Awareness (Basic)
• Operations Risk Management (Basic)
• Standard operating procedure compliance (Basic)
• Communication skills (Fundamental) (Basic)
• Written Communication (Basic)

Behavioural Competencies

• Customer Orientation (Basic)
• Interpersonal Effectiveness (Basic)
• Relationship Management and Networking (Basic)
• Stakeholder Engagement and Management (Basic)
• Teamwork and Cooperation (Basic)
• Communicating with Impact (Basic)
• Team coordination (Intermediate)