Job Opportunities at SANNE

Role summary:

• We are seeking a Manager to work with the Administration Teams in both teams, Jersey and in South Africa. The team is expected to grow to around 10 this year. The candidate will be expected to manage this team with the support of the local SA Management team.

Key responsibilities:

• Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team;
• Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed;
• Assisting the team with new structure and client take on;
• Participate with and take responsibility for client care focus and take lead CRM for certain clients;
• Ensuring that the client service delivery of the team is carried out to the highest level, driving deadline delivery and ensuring in adherence with client specific and Apex procedures;
• Review of Company Secretarial and administrative work done by team as appropriate;
• Providing technical support to the team;
• Joining client calls;
• Dealing with intermediaries;
• Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members;
• Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected);
• Reviewing transaction documentation where necessary;
• Support with on-boarding of new investors/clients for the AML process;
• Pro-actively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists;
• Identify team training needs and arrange training sessions as appropriate;
• Maintaining oversight of day-to-day operations of team portfolio’s and ensuring all team members respond to clients' queries in a timely manner;
• Attendance when required at client board meetings and the subsequent drafting of complex minutes;
• Taking the lead on internal projects where required;
• General daily tasks of the team include but not limited to; payments, transactions, CoSec, Corp Gov, Board packs, client & investor communications, billing, AML/DD/KYC, reviews, FATCA, CRS.

Job requirements

Skills / experience:

• Hold a professional qualification such as ICSA, CSSA or equivalent;
• Strong Administrative skills;
• High level of integrity and trust with confidential information;
• A proven record of commitment to professional and client services excellence;
• A minimum of 5 years trust or funds experience in a professional environment;
• Knowledge of offshore regulatory requirements;
• Proficient user of Microsoft Office suite;
• Support the company in delivering excellent service;
• Impeccable written and oral communication skills;
• Excellent organisational and prioritising skills;
• Motivated and driven;
• Excellent attention to detail and high levels of accuracy;
• Strong team player.

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Role Summary

• We are seeking a Digital Project Assistant Manager or Manager, reporting to the Rightshoring Lead within the Alternative Asset Division of Apex in our new Johannesburg office, covering KPI reporting, workflow optimization, and technology support for the growing number of teams. Also, including a particular focus on the development and mentoring of the team members, including developing working procedures and processes providing the highest quality of customer service. Given the divisional responsibilities outlined below, the candidate will require to have significant experience and expertise.

Key Responsibilities

• Monitoring of key performance indicators (KPIs) and key risk indicators (KRIs) including tasks, transaction authorization forms and overdue accounts;
• Working with Managers across all products to ensure accurate KPI data for corporate entities are presented accurately in PowerBi (monthly);
• Assisting in the redesign/optimisation of workflows used by specialised services teams, focusing on all aspects of financial reporting, including working directly with Apex's customers to ensure their structures are run efficiently in compliance with the relevant laws and contractual obligations, and being involved with the management team to strategically build the Alternative Assets product offering;
• Working with the management team and Directors to ensure the planning, coordination and completion of Statutory Reporting of the structures to ensure the team complies with all of its accounting and regulatory obligations;
• Being involved in the testing of new processes and systems on behalf of the division;
• Providing ongoing support and assistance to administration teams where possible;
• Assist with the coordination of timely completion of one off and re occurring technology projects, relating to onboarding and system migrations.
• Monitor breaches, errors, and complaints via a central log, identify trends and suggest enhancements to procedures to prevent errors from re occurring;
• Assist with the development of junior staff members;
• Act as primary point of contact with auditors in respect of the planning and coordination of the audits;
• Development and maintenance of divisional and departmental policies and procedures;
• Ensuring that all day to day matters required to be completed are performed in a timely and satisfactory manner including monitoring tasks and delegating these across the relevant managers team;
• Be able to provide sound, quality, and technical guidance to clients;
• Perform other duties as necessary to support the strategic development of the client team including client meetings, new business pitches and new business proposals.

Job requirements

Skills / Experience

• Completed Data Science or Bcom Degree;
• Highly numerate with strong analytical ability and critical reasoning skills;
• Minimum of 3 years’ experience in the fund industry;
• Excellent communication and organisation skills;
• An understanding of fund structures and other related;
• Keen interest in automisation, robotics, and AI.