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  • Posted: Mar 4, 2024
    Deadline: Not specified
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    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
    Read more about this company

     

    Specialist: Service & Advisor Support - Gqeberha (Eastern Cape)

    Purpose

    • This role is accountable for ensuring client value by leveraging our research support portfolio to maintain renewal revenue and maximize customer retention across all of our clients.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Higher Certificates and Advanced National (Vocational) Certificates [Level TBA: Pre-2009 was L4] in Office Administration

    Additional Minimum Qualifications

    Outputs

    Process

    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Provide advice and support to find solutions to difficult customer complaints in order to achieve and maintain set customer service excellence standards.
    • Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
    • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
    • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
    • Proactively identify problems, apply known solutions and escalate more difficult problems.
    • Plan for task execution and adjust priorities against an established plan.

    Customer

    • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
    • Deliver on service level agreements made with internal and external stakeholders that meet or exceed client expectations.
    • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
    • Build and maintain contact with customers to promote organisational products and services.
    • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

    Learning and Growth

    • Contribute positively to own area-specific knowledge improvement.

    Governance

    • Ensures appropriate error handling and data cleanup' process. Maintains and manages data quality processes in business unit. Enforces coding standards and centralises data to reduce duplication.
    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

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    Specialist: Sales & Service Support - Cape Town - Fluent In Afrikaans

    Purpose

    • To provide specialist advice and support relating to client services, through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 3 - 5 years experience in a similar environment

    Minimum Qualifications

    • Higher Diplomas [NQF Level 06] in Generic Management

    Additional Minimum Qualifications

    Outputs

    Process

    • Plan, organise and complete own tasks in a manner that meets performance objectives.
    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Proactively identify problems and apply known solutions in line with procedural guidelines and escalate unresolved issues.
    • Demonstrate a complete understanding of pricing and proposal models to enhance customer growth, retention, satisfaction.
    • Provides support to Advisors that enables them to assist clients to choose the best product(s) available for their needs and explain the various solutions company offers for their business issues.
    • Report on transactional activities within set guidelines to provide timely information for decision making in area of accountability.
    • Deliver on agreed performance objectives according to set procedures and service level agreement.
    • Plan and organise own tasks to make sure that performance objectives are met.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Plan for own task execution and advises on improvements related to area of specialisation.

    Customer

    • Deliver on service level agreements made with internal and external stakeholders that meet or exceed client expectations.
    • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
    • Resolve client queries and escalate problematic queries to ensure prompt and effective resolution, enhancing the client experience.
    • Build and maintain contact with advisers and other stakeholders to promote organisational products and services.
    • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

    Learning and Growth

    • Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

    Governance

    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

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    Team Leader: Administration

    Purpose

    • To coordinate, plan & deliver day-to-day team tasks & activities in order to execute administration services accurately & timeously in support of org. policy compliance through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Higher Diplomas [NQF Level 06] in Office Administration

    Additional Minimum Qualifications

    Outputs

    Process

    • Ensure quality of own work, minimise mistakes, coordinate and implement team process improvements and continuously improve on quality and standards.
    • Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
    • Coordinate team's administrative support task execution and provide input to meet required response time, quality & service delivery standards.
    • Plan periodically to coordinate, process and monitor team tasks and activities effectively and efficiently to align performance objectives.
    • 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.

    Customer

    • Liaise and interact with customers via approved communication channels in a positive and helpful manner.
    • Ensure customer satisfaction with regard to the quality of operational support provided by a team under supervision.
    • 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.

    Finance

    • Ensure own and team adherence to specified standards, policies and procedures to prevent potential financial losses/wastage.

    Learning and Growth

    • Integrate new knowledge attained through formal and informal learning opportunities and apply in the execution of own role.
    • Continuously assess team performance, provide timely and clear feedback on contracted outputs and provide training where appropriate.
    • 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.

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    Unpaid Debit Orders Agent - Johannesburg

    Purpose

    • To provide information and payment options telephonically to existing Liberty customers with the aim of conserving business as per agreed standard operating procedures (SOPs).

    Minimum Experience

    • 1 - 2 years experience in a similar environment

    Minimum Qualifications

    • Higher Certificates and Advanced National (Vocational) Certificates [Level TBA: Pre-2009 was L4] in Office Administration

    Outputs

    Process

    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
    • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
    • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
    • Proactively identify problems, apply known solutions and escalate more difficult problems.
    • Plan for task execution and adjust priorities against an established plan.

    Customer

    • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
    • Deliver on service level agreements made with internal and external stakeholders that meet or exceed client expectations.
    • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
    • Build and maintain contact with customers to promote organisational products and services.
    • Provides correct factual information telephonically to retain the customer.
    • Propose payment options available to customers to prevent the policy from going out of force.
    • Provide the best financial options to existing Liberty customers with the aim of conserving business
    • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

    Learning and Growth

    • Contribute positively to own area-specific knowledge improvement.

    Governance

    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

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    Specialist: Product Management - JHB

    Purpose

    • To provide specialist technical support to our business stakeholders through the application of probability & investment theory to ensure our suite of investment products continues to meet clients' needs while enabling sound commercial outcomes.

    Minimum Experience

    • 1 - 2 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

    Additional Minimum Qualifications

    • Working towards a professional qualification (FASSA, CFA)

    Process

    • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
    • Adhere to identified best practices in providing advice and support from a specialist perspective.
    • Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
    • Collate data related to customer and market requirements and analyse to provide information to inform optimal product solution development.
    • Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Plan for own task execution and advises on improvements related to area of specialisation.
    • Determines probabilities and assesses risk (in moderately complex cases) through the application of mathematical modelling techniques and statistical concepts.
    • Translates and communicates straightforward specialist area information to users in a practical and usable format to enhance business utility.
    • Makes preliminary recommendations (under guidance) to existing products based on market needs , product performance and competitor analysis to increase sales volume and productivity.

    Customer

    • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
    • Provides specialist advice and support in area of accountability and checks with senior actuarial resources to ensure that identified solutions and recommendations are appropriate and effective.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

    Learning and Growth

    • Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
    • Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

    Governance

    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

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    Snr Spec: Actuarial (Product Development)

    Purpose

    To provide specialist advice and support in the development and implementation of product development, planning and associated service delivery processes, methods, and techniques, enabling the provision of sound product development expertise. The incumbent is responsible for developing and implementing solutions and products that meet in-country requirements including providing support in terms of marketing, training, systems, and legal deliverables.

    Key Responsibilities

    • Develop and implement solutions and products that meet in-country requirements including providing support in terms of marketing, training, systems, and legal deliverables.
    • Development of business cases and client proposals for new businesses, products, and channels.
    • Support product development initiatives including design and pricing of insurance products and maintenance of existing products.
    • Compiling and maintaining various documentation required including product and pricing specifications as well as obtaining statutory actuary approval.
    • Providing technical input into marketing and training material.
    • Developing a range of products that include individual risk and investment products, life and living annuities, and group risk schemes.
    • To collaborate and manage relationships with key internal and external stakeholders including in-country Managing Directors.
    • Actively engage and drive agile ways of working.

    Minimum Experience

    • Between 3 -5 years working experience, in a Product Development Environment.
    • Nearly qualified Actuary - Minimum of 10 actuarial exams
    • Exposure to IFRS17 would be an advantage.
    • Experience in pricing retail products across multiple distribution channels
    • Group Risk Pricing experience will be an advantage.
    • Actuarial Science techniques, calculations, principles, and professional guidelines.
    • Knowledge and understanding of product features and benefits and application to various situations and able to handle enquiries that fall within these terms.
    • Able to solve product/service usage problems using product knowledge. Demonstrates good knowledge of product and/or service branding.

    Minimum Qualifications

    • Nearly / Newly qualified Actuary.
    • Actuarial science degree.

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    Administrator: Corporate Actions (Fixed Term Contract)

    Purpose

    To deliver corporate actions and administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

    Minimum Experience

    • 1 - 2 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

    Additional Minimum Qualifications

    Outputs

    Process

    • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
    • Proactively identify problems, apply known solutions and escalate more difficult problems.
    • Plan for task execution and adjust priorities against an established plan.
    • Process Mark to Market on SAFEX positions.
    • Process interest and maturities.
    • Reset interest rates and loading money market interest rates into HIPORT.
    • Process local events that have gone ex in the market.
    • Processing foreign events that have gone ex in the market.
    • Close out SAFEX positions.
    • Process fidelity money market interest reinvestments.
    • Processing distributions and reinvestments and rebates
    • Process dividends/reduction in capital of structured products.
    • Formulating/updating process documentation.

    Customer

    • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

    Learning and Growth

    • Contribute positively to own area-specific knowledge improvement.

    Governance

    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

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    Snr Spec: Digital Underwriting - JHB

    Purpose

    • To develop automated solutions for Life underwriting. To develop and maintain the Liberty Digital Underwriting Rulebook. To support business development through automated underwriting solutions.

    Minimum Experience

    • 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

    Critical Job

    • Must have experience in automating Underwriting Rules Development.
    • Underwriting Knowledge and Experience thereof and ability to marry this knowledge with the automation process is critical in this role.
    • Experience in working with process automation is key in this role.

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

    Additional Minimum Qualifications

    • URAD will be an advantage. 

    Outputs

    Process

    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
    • Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
    • Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
    • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
    • Develop and manage processes associated with digital underwriting.

    Customer

    • Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
    • Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
    • Develops and maintains relationships with business users and keeps business users updated with rulebook developments.

    Finance

    • Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

    Learning and Growth

    • Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
    • Keep abreast of new digital underwriting solutions and trends (local and international).

    Governance

    • Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
    • Develop, review, update and manage rulebook and associated processes and maintain existing rules in conjunction with standards and governance. practices.
    • Maintains and manages underwriting rulebook practice documentation.

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    Snr Specialist: IT Systems Developer (SAP Payroll)

    Purpose

    All aspects of the payroll processing function including support of the HR Payroll Department during the weekly, biweekly, and monthly payroll processing cycles, research and configuration for payroll taxes, configuration of payroll deductions, on boarding and off boarding of employees for acquisitions, year-end processing and touch points with other SAP modules that impact payroll (Time, Accounts Payable, Finance, and others).

    Key Responsibilities

    • Configure SAP HCM Payroll system to meet client business requirements, testing and support for all fixes and enhancements.
    • Testing and support for the annual SAP support pack implementations.
    • Performs duties aligned with the business systems analyst role which includes incident support, development of business requirements documents, process maps, application testing, and training.
    • Analyze, configure, and implement appropriate solutions with the support of the other Functional/Development Consultants when applicable
    • Technically analyses program issues through debug.
    • Provide advice and guidance regarding statutory/legal obligations.
    • Devises or modifies procedures to solve complex systems problem and is responsible for aligning technology solutions with business strategies.

    Additional Key Responsibilities

    • Partners with the functional groups within the IT organization to communicate and clarify business needs, contribute to development of long-range system plans, and ensure products and services are aligned with business needs.
    • Conduct knowledge transfer and training of end-users, including sharing best practices.
    • Understands business process; can arrange their own tasks and workload and implement the strategy, with the aim of developing the business further. Accepts responsibility for own tasks and projects and manages these in terms of quality, productivity, and resources. Recognises risks in the project/ tasks and provides suggestions for minimising them.
    • Uses own initiative to look for solutions/opportunities for improvement and is willing to make decisions; recognises overarching problems as well as political situations and escalates these if necessary.

    Minimum Experience

    • +5 years in business and HR functional knowledge.
    • Knowledge of integration with SAP SuccessFactors.
    • ABAP de-bug skills and experience to build/amend simple ABAP HCM based programs will be an advantage.
    • Desirable to have knowledge of ESS and MSS.
    • Knowledgeable in Personal Administration and OM will be an advantage.
    • Experience managing the SAP HCM Time and Leave global design development and delivery.
    • Strong communication and presentation skills.
    • Strong ability to facilitate discussions and negotiate mutually beneficial solutions when necessary.

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences.
    • SAP Certification.

    go to method of application »

    Finance Officer - JHB

    Purpose

    The role presents and exciting opportunity for the successful incumbent to further their career by gaining sought after experience and skills, and interaction with other departments and business units. The main function of the role is to ensure that information in relation to the Group’s investment assets is processed timeously & accurately in the general ledger and is duly reconciled to source systems. The successful candidate will be a member of broader Group Finance Execution (GFE) function, consisting of approximately 140 people covering a diverse set of specialized financial disciplines including actuarial, finance, unit pricing and cost management. The role falls within the Investment Solutions (IS) capability of GFE, with specific responsibility for the accuracy and completeness of the Liberty accounting information system (HiPort), as well as the day to day interaction with Standard Bank, Asset Managers and internal downstream teams. There is a strong focus on transforming the Investment Solutions team from production to insight, increasing efficiency, enhancing financial controls, expanding on specialist knowledge and building new capabilities aligned to the Group's Financial Transformation agenda. The role will report into the Manager: Investment Admin and Operations

    Qualification & Experience

    • Minimum 2 years' experience within investment or institutional operations (asset/investment management, insurance, banking, finance)
    • B Com /or equivalent (or studying towards)
    • Qualification in accounting will be an added advantage

    Key Responsibilities

    • Performing checks on HiPort data to ensure that its complete; accurate daily and leading up to monthly accounting periods closures.

    • Ensuring new transactions; new market instrument types; new GL group codes pass GL integration and any applicable Downstream system integration
    • Facilitating and investigating queries and breaks between Asset Managers and Standard Bank Investor Services
    • Performing movement reports and Pnl recons
    • Tracking daily and monthly KPIs in terms of the Service Level agreements
    • Assisting in annual Service Level Agreement review; where applicable
    • Reviewing daily reconciliations from Standard Bank Investor Services
    • Reviewing daily and monthly tolerance reports to check for unexplained material market price movements.

    Additional Key Responsibilites

    Querying and following up with Standard Bank Investor Services where downstream extracts are not received.

    • Performing dividend withholding tax extracts and submitting to tax team
    • Assisting in maintaining the relationship between Standard Bank Investor Services; Asset Managers and Liberty
    • Interacting with other departments within Liberty while carrying out responsibilities
    • Assisting with various projects and team initiatives as undertaken by the department
    • Continuous updating of job knowledge and identify opportunities to improve execution of deliverables

    Skills

    • Advanced Microsoft Excel
    • Basic understanding of accounting for financial instruments and foreign exchange
    • A working knowledge of Hi-Portfolio would be an advantage
    • Knowledge of Dividend Withholding Tax (DWT) would be an advantage
    • Firm commitment to upholding the Liberty values and behaviours.

    Competencies

    • Proactive
    • Good communication skills (verbal and written)
    • Ability to work under pressure
    • Attention to detail
    • Strong analytical skills
    • Ability to follow through on queries until successfully concluded
    • Team player

    Method of Application

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