Open Positions at Liberty Group South Africa

Purpose

• To provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Minimum Requirements

• Regulation 28 Maintenance and updates
• Ensure all Recons are accurate on time.
• Cash flow movements
• Asset and Liability Reconciliation
• Understanding of VBA and Powerbi to help with Automation ( Not Mandatory but preferable)

Key Responsibilities

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Conduct research and develop an up-to-date knowledge base related to the South African economy and financial markets.
• Collect and collate information into a usable format in order to provide information related to the development of investment ideas.
• Assist with the implementation and execution of investment activities and initiatives to improve efficiency and effectiveness of the investment process.
• 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.

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Purpose

• To plan, manage and monitor the implementation of business development activities in order to deliver on approved operational plans in an affective and efficient manner.

Minimum Experience

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

Minimum Qualifications

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

Additional Minimum Qualifications

• CFP is required

Outputs

Process

• Apply models and techniques which enable tracking, reporting and monitoring of business related information.
• Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
• Develop and implement approved business plans and initiatives in order to grow the business.
• Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
• Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
• Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

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Purpose

• To provide advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist business development expertise.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level

Minimum Qualifications

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

Additional Minimum Qualifications

Outputs

Process

• Determine resource allocation priorities and deployment necessary to support the effective integration of processes.
• Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
• Provide support and advice related to the development of innovative business models leading to new business ideas and initiatives.
• Develop market position through advising on the identification of target markets, building relationships, negotiation and closing business deals.
• Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
• Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
• Plan to deliver work outputs related to a service or operational area, Manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialisation.

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Purpose

• To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

Minimum Experience

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

Minimum Qualifications

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

Additional Minimum Qualifications

Outputs

Process

• Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
• Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
• Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
• Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
• Manage branch operations.
• Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
• Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
• Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

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Purpose

• To coordinate, plan & deliver day-to-day team tasks & activities in order to ensure monthly disability annuities are paid timeously. Ensure that SLA’s are met for Capital Disability Claims, Dread disease claims and all newly decisioned claims.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Higher Diplomas [NQF Level 06] in General Management

Key Responsibilities

• Product knowledge in relation to Disability benefits
• Knowledgeable on the calculation and payments of benefits for Income Replacement Claims, Capital Disability Claims, Dread Disease Claims and Refund of doctor’s accounts
• Knowledgeable on the processing and payment of Retrenchment Claims
• Knowledgeable on the processing and pay all new adjustments to members benefits, medical aid, adhoc deductions, pension contributions, garnishes and change member information
• Respond to emails within the required SLA, comprehensively so
• Issuing and updating of reports

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.
• Contribute to and assist in the accurate, timeous and effective administration of the organisations payroll in line with org. policy and procedure.
• 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.