Fresh Jobs at Apex Group

Description

• The Service Desk Agent is the first line of contact for the Service Desk. This role is responsible for conducting initial problem determination/analysis and either resolving or assigning calls to relevant technical areas. User facing and ensures that the ticket management process is correctly executed with desired outcomes.

Job specification  

• Answering Service Desk calls promptly and in a professional and courteous manner.
• Providing prompt, efficient, detailed, user-oriented service to Maitland Users.
• Working with other User support teams to ensure a consistent and high-quality level of support.
• Actively seeking solutions to User needs, communicating trends to management, and suggesting innovative solutions on behalf of the user experience.
• Monitor Cherwell for tickets assigned to the queue.
• Promptly acknowledge and provide efficient 1st line support for tickets in the queue.
• Promptly acknowledge and route tickets to correct resolver groups where 1st line support is not possible.
• Communicate and document resolutions.
• Pro-actively add knowledge to the knowledge base.
• Log and Complete Cherwell records for ALL calls, accurately and timeously.
• Improve the support process by making recommendations.
• Share client feedback with relevant teams and team members and collaborate to ensure above expectation results;
• Other duties as assigned.

Skills Required:

• Excellent telephone manner;
• Dedicated, methodical, responsible, ethical and diplomatic in the way you work;
• Excellent communication and interpersonal skills (both verbal and written);
• Fully PC literate;
• Excellent command of the English language;
• Good time management skills;
• Attention to detail;
• Ability to self-study;
• Quick and adaptive learner;
• Professional and presentable;
• Ability to work unsupervised;
• Proactive and deadline driven;
• Passionate about user service;
• The ability to quickly establish rapport with users;
• The ability to understand when to escalate problems to a superior;
• The ability to deal with conflict;
• The ability to work under pressure;
• The ability to ‘own’ a task from inception to resolution;
• The ability to manage and prioritise multiple tasks;
• The ability to clearly write information;
• The ability to clearly communicate a logical process;
• The ability to screen telephone calls appropriately to ensure that calls are not transferred unnecessarily;
• The ability to communicate clearly with technical and non-technical audiences, both verbally and written;
• Ability to work in teams and in a team environment;
• The ability to open and close service desk tickets as well as manager the classification, the assignments, tracking and completion of requests;
• Technically proficient.

Attributes:

• Excellent communication and interpersonal skills (both verbal and written);
• Must have excellent command of the English Language;
• Must be able to work unsupervised;
• Must be organized, methodical, dedicated and , responsible in approach to work;
• Must  be honest reliable and have good work ethics;
• Must be  able to pay attention to detail;
• Must have the ability to self-study and must be a quick and adaptive learner;
• Must be proactive and deadline driven;
• Must be diplomatic and professional at all times;
• Display a sincere commitment, dedication and enthusiasm.

Key Accountability

• Matric;
• ITIL Foundation (Preferrable)

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Description

• The primary responsibility of the Accounting and Reconciliations Senior Administrator is to reconcile and manage the unit trust fund , Hedge and Offshore Fund accounts within Funds Services. The individual will be required to reconcile the investor and fund transactions; bank reconciliation and fund units efficiently, accurately and within daily deadlines; as well as setting up and ensuring checklists and standards are adhered to.

Job specification  

• Maintain daily Bank Reconciliations;
• Maintain Daily Stock Reconciliations;
• Prepare daily repurchase/commission/income distribution payment reconciliations
• Investor payments and collections – including manual payments
• Adhering to strict turnaround times in respect of queries reported to clients;
• Investigate and provide feedback on all reconciliation items – bank, stock, commission, etc.
• Achieving deliverables against agreed deadlines and managing of expectations with clients;
• Follow-up and ensure that client queries and any reconciliation items are resolved timeously and efficiently;
• Ensuring that daily, monthly and quarterly checklists are completed within the SLA and signed off;
• Provide input and assistance on accounting-related projects;
• Set-up of new fund and client GL, Bank Reconniliation and testing
• Work directly with the fund accounting team to ensure the correct application of distributions and timelines;
• Handling ad hoc requests and requirements;
• Flexibility to work non-standard working hours and South African public holidays;
• Develop a strong working relationship with the other Maitland offices e.g.    Luxembourg and Caymen
• Checking all outputs for accuracy and completeness;
• High levels of engagement with both Maitland clients and the certain Investors
• Flexibility to work non-standard working hours and South African public holidays;
• Support and input to project work such as system upgrades and taking on of new clients.
• Develop a strong working relationship with the other Maitland offices e.g. Luxembourg and Caymen

Skills Required:

• Maintain daily Bank Reconciliations;
• Maintain Daily Stock Reconciliations;
• Prepare daily repurchase/commission/income distribution payment reconciliations
• Investor payments and collections – including manual payments
• Adhering to strict turnaround times in respect of queries reported to clients;
• Investigate and provide feedback on all reconciliation items – bank, stock, commission, etc.
• Achieving deliverables against agreed deadlines and managing of expectations with clients;
• Follow-up and ensure that client queries and any reconciliation items are resolved timeously and efficiently;
• Ensuring that daily, monthly and quarterly checklists are completed within the SLA and signed off;
• Provide input and assistance on accounting-related projects;
• Set-up of new fund and client GL, Bank Reconniliation and testing
• Work directly with the fund accounting team to ensure the correct application of distributions and timelines;
• Handling ad hoc requests and requirements;
• Flexibility to work non-standard working hours and South African public holidays;
• Develop a strong working relationship with the other Maitland offices e.g. Luxembourg and Caymen
• Checking all outputs for accuracy and completeness;
• High levels of engagment with both Maitland clients and the certain Investors
• Flexibility to work non-standard working hours and South African public holidays;
• Support and input to project work such as system upgrades and taking on of new clients.
• Develop a strong working relationship with the other Maitland offices e.g. Luxembourg and Caymen

Skills and experience required

The successful candidate will:

• An Accounting degree or diploma or currently studying towards degree (at least 1st year completed successfully);
• A minimum of 4 years experience ideally gained in a Unit Trust/Financial Services environment;
• Excellent communication skills (written and verbal),Ideally exposure to a client services/call centre environment;
• Previous bank reconcilliation or accounting experience with exposure to a Unit Trust or Hedge Fund environment is advantageous;
• Strong accounting and analytical skills essential;
• Strong accounting reconciliation skills essential;
• A track record of successfully working within a team;
• A good working knowledge of MS Office, Pastel. Accurate or any other bank reconciliation system;
• Above average communication skills (written and verbal);
• Prepared to work in a dynamic environment;
• Accurate execution of tasks;
• The ability to manage time effectively;
• Willingness and positive attitude;
• Good understanding, knowledge and experience of Transfer Agency back office administration processes;
• To work independently in meeting deadlines and still work within a team environment track record of achievement
   

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Description

• This role is within the Client Solutions Team who are responsible for the financial processes of the Transfer Agency business.  This role will manage the regulatory tax reporting requirements to SARS and various Stakeholders within the Transfer Agency business.

Job specification  

• Identify, analyse and document changes required to existing legislative requirements across the various systems, system interfaces, SARS submission files , tax certificates and other regulatory reports based on changes industry and legilatie changes;
• Test changes implemented across the various systems, system interfaces, SARS submission files and other regulatory report outputs to ensure that they conform to requirements and standards
• Compile, reconciliation and submit DWT/IWT monthly, bi-annual and annual reconciliation, payment and submission to SARS;
• Compile, reconciliation and submit SARS submission files on a bi-annual and annual basis for IT3 related reporting;
• Provide support to internal and external clients on  tax related queries such as CGT, DWT , refunds and related calculations.
• Review and provide guidence on the annual FATCA and CRS reporting requirements
• Liaise with SARS, Clients and Operations teams regarding reporting queries and issues;
• Client corrections/queries performed on the Core Administration system (Flexcube and Silica);
• Involvement in annual audits;

Skills Required:

• 5 years  working expereince within a transfer agency team within an analyst or operational team;
• Strong analyitcal skills;
• Knowledge of legislative requirements specific to Unit Trust administration;
• Knowledge of tax laws in general for investment, in particular CGT, FFT, DWT and IWT;
• Knowledge of the SARS reporting requirements for FATCA, DWT, IWT and IT3;
• Preference will be given to candidates who have completed a relevant tertiary qualification;
• Excellent communication skills;
• Good knowledge of the Microsoft Office Suite of products;
• Ability to work under pressure, meet deadlines and manage own deliveries;
• Strong attention to detail;
• Flexibility with regard to working hours