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  • Posted: Mar 9, 2023
    Deadline: Not specified
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    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...
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    Work Coordinator | Retail Operations | Shared Services

    Job Description

    • 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
    • Ability to function well under pressure
    • Ability to work effectively as part of a team
    • Deadline driven
    • Excellent time management skills
    • Excellent verbal and written communication
    • Excellent problem-solving skills
    • Flexible, energetic, trustworthy, organised, self-disciplined & motivated
    • The highest standards of personal integrity

    Job Specifications

    • Relevant business / commerce degree or current work related experience
    • Sound knowledge of the financial industry an advantage
    • Intermediate Computer Literacy – Word, Excel & Email

    Method of Application

    Interested and qualified? Go to Allan Gray Proprietary Limited on career2.successfactors.eu to apply

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