Team Leader Investor Services at CA Financial Appointments

Job Description

You'll be responsible for ensuring team work allocation, training and ensure the team meets client services levels in a professional and timely manner.

Responsibilities:

• Lead team processing daily transactions accurately and timeously 
• Manage queries and daily issues that arise 
• Find efficient methods for the team to perform optimally 
• Maintain relationships with internal and external clients and suppliers 
• Manage and report on error rates, productivity levels, pending cases, follow ups, cost to backdate and exception reports 
• Manage operational policies and procedures, implement SOP's 
• Manage financial losses ensure accuracy and efficiency 
• Provide on-going support to Investor Services Manager
• Evaluate staff performance regularly, provide effective feedback 
• Maintain positive work relationships with the team and stakeholders 
• Monitor and measure production schedules and deliverables 
• Manage daily transaction processing
• Contribute to business planning 

Requirements: 

• Minimum of tertiary financial qualification, Commerce, Investments, Economics
• Minimum of 3 - 5 years experience in leading a teams of client service consultants and administrators in a related environment
• Strong understanding of the Unit Trust product market 
• Advanced MS Excel skills,
• Strong leadership ability and influencing skills
• Highly numerate, analytical and detailed orientated
• Excellent communication and planning skills
• Results driven and client focussed