Allan Gray Proprietary Limited is an investment manager, focused on creating financial security for investors. You can access our investment expertise through our unit trusts.
Our purpose is to help investors build wealth over the long term. We seek to earn the trust of our clients by providing superior long-term investment performance, outstanding client se...
Work Coordinator | Retail Operations | Shared Services
The candidate will be responsible for the accurate identification and distribution of work based on cut-off times and work types, ensuring that the business' turnaround times are met.
This individual will also attend to various ad-hoc duties and reporting centred around the business within the specified deadlines.
All of these should be done while observing the strictest high standards in line with the Allan Gray ethics and values systems.
Responsibilities
To accurately and efficiently distribute all incoming instructions received through:
Incoming faxes and emails via Siebel and Appian (internal system)
Original instructions received from walk-in clients
Original instructions received via post
To manage and monitor the daily work queues and workflow through distribution of incoming work by performing daily service request reconciliations to ensure all work items have been processed
Implement controls to mitigate processing risk, particularly associated with work distribution, cut-off's and turnaround times
To recommend efficiencies to existing processes and provide input to new processes by identifying trends and irregularities in workflow process
Ensure timeous processing of daily workflow so as to meet / exceed client expectations and Service Level Agreements (SLA)
Support Allan Gray stakeholders with ad-hoc duies as required
Preparation and posting of all client related communication
Scanning, posting and distribution of received post
Filing and Metro file maintenance of the received post
Ensure timeous assistance with communication queries relating to the print room
Management of returned mail
Key Attributes & Compencies
Accuracy and attention to deal
Ability to accept responsibility for all tasks
Ability to ensure a thorough knowledge of processes and procedures
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