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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 kn...
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Purpose
To provide advice and support in the development and implementation of area of specialisation planning and associated service delivery processes, methods and techniques; enabling the provision of sound human resources expertise.
Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Critical Job
- This is a 3 Months Contract Position
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Human Resources
Process
- Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
- Use practical knowledge and theoretical guidelines such as Standard Integrated People Practices, to diagnose HR problems and generate workable solutions.
- Assist and support the seamless integration and implementation of effective HR processes, programs and practices into daily operations.
- Advise on the application of design methodology by enabling line management and HR practitioners to effectively apply appropriate tools and techniques.
- Coordinate research and information gathering activities and collate and analyse information to serve as input to managerial reporting or decision making.
- Provide support to ensure the effective execution of HR related mechanisms such as compensation, benefits, employment and related programs.
- Provide advice and support to assist the organisation during restructuring exercises.
- 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.
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.
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.
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.
Technical Competencies
- Human Resource Operations (Proficient)
- Talent Management (Intermediate)
- Legal Compliance (HR) (Intermediate)
- Research and Information Gathering (Intermediate)
Behavioural Competencies
- Relationship Management and Networking (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Professional/Technical learning (Intermediate)
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Purpose
To provide callers with a first time resolution to queries in order to provide quality service within the required SLA framework, business rules and regulatory requirements through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
- 1 - 2 years experience in a similar environment
Minimum Qualifications
- Further Education and Training Certificate (FETC) [NQF Level 04] in Consumer Services
Additional Minimum Qualifications
Outputs
Process
- Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Respond promptly to call centre calls in a professional manner, ensuring an excellent and accurate client service in enhancing organisation reputation.
- 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
- Liaise and interact with customers via approved communication channels in a positive and helpful manner.
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- 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.
Competencies
Liberty Values
Technical Competencies
- Product and/or Service Knowledge (Basic)
- Call reporting (Basic)
- Handling Difficult Calls (Intermediate)
- Inbound Phone Statistics (Basic)
- Query resolution (Intermediate)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Customer Orientation (Basic)
- Customer service orientation (Basic)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Teamwork and Cooperation (Basic)
- Problem Solving and Analysis (Basic)
- Communicating with Impact (Basic)
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Purpose
To deliver underwriting related operational 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
- Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Plan for, administer and process underwriting related tasks and activities effectively and efficiently in alignment with performance objectives.
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Process renewals, new business, records, policy servicing, valuations, quotations and technical documentation according to set standards.
- Drive the effective implementation of underwriting administration for alignment to the risk controls of underwriting and where necessary, take corrective action.
- 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.
- 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.
Competencies
Liberty Values
Technical Competencies
- Query resolution (Basic)
- Underwriting process (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Administration (Basic)
- Risk management (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Intermediate)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Governance, Ethics and Values (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
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Purpose
As an IT: Change Management Specialist your primary responsibility is to provide specialist advice & support in the IT management change process to ensure solutions are successfully implemented and meet customer and business requirements through the execution of predefined objectives as per agreed (SOPs).
You will also be responsible for the repurposing of processes, re-engineering and creating new service models for the Agile Shift and application of systems thinking for a soft landing in Digital Transformation.
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.
- Comprehensively test solution to ensure delivery according to identified requirements and document changes for recording and governance purposes.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Additional Responsibilities
- 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.
- Assessing IT changes for control and audit purposes.
- Post implementation review and change failure analysis.
- Change management reports and Change co-existence.
- Chairing of CAB meetings and Release Planning.
Minimum Experience
- 2 - 3 years of experience in a similar environment.
- Experience with Service Management Tool – Remedy, Office 365 Team and SharePoint
- ITIL Service Management,
- Agile knowledge and DevOps
- Site Reliability Engineering,
- Organisational and People Change Management
Minimum Qualifications
- Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting
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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
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.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
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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
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
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.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
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Purpose
To calculate commission 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
- Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Calculate and or obtain commissions calculations through liaison with other departments both verbally and in writing.
- 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.
- 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.
Competencies
Liberty Values
Technical Competencies
- Financial Control (Basic)
- Financial Administration (Intermediate)
- Financial Acumen (Basic)
- Standard operating procedure compliance (Intermediate)
- Mathematical Literacy (Fundamental) (Intermediate)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
go to method of application »
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.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Liberty Values
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
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Purpose
As a Specialist Service Management (Service Delivery Manager), your responsibility is to provide specialist service management advice and support related to operations administration services, in order to achieve predefined goals, through the execution of predefined objectives as per agreed SOPs.
Responsibilities
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Provide support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
- Create and maintain the documentation of Service Improvement procedures and other documentation as needed.
Additional Responsibilities
- Identify quality process improvement areas and advise on them accordingly.
- Develop service turnarounds and agree and align on services.
- Accountable for the execution of specialized 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.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Experience
- 2 - 3 years of experience in a similar environment.
- Experience /Exposure to Cloud Technologies will be advantageous.
Minimum Qualifications
- Matric.
- ITIL Certification.
- Any leadership and Customer service qualification will be advantageous.
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Purpose
To provide specialist advice and support related to day-to-day computer use and IT system trouble-shooting, problem-solving and education, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
Outputs
- Customer first service attitude and willingness to help
- Cloud certification an advantage.
- Responsible for administration, management and deployment of end-user components, such as software deployment and security updates (patching).
- A+ and N+ Certification an advantage.
- Drivers licence and own transport, this position does require some travelling from time to time.
- Experience supporting web based applications using multiple browsers.
Skills and Technical Compentencies
- Software Asset Management Life Cycle
- License management
- License metrics for Microsoft, IBM, Oracle, Adobe, Microfocus etc
- Contract management and negotiations
- License auditing position
Technical Competencies:
- License metrics for Microsoft, IBM, Oracle, Adobe, Microfocus etc
- Flexera and SCCM
- Allocations and management of M365 licences.
- Software auditing background aiding in conducting self audits of all our software product publishers.
- Management and administration of licenses to ensure compliance. This includes high level, Microsoft, Oracle, Adobe, Linux, Unix, Cobol, etc.
- To ensure the environments is always licensed and to achieve our Always On, Always Available and Always Secure strategy
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences
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Purpose
As an Administrator: IT systems your responsibility is to deliver IT systems support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Key Responsibilities
The vacancy entails a 24x7 shift structure onsite / remote.
- Frist line support for the env around monitoring and batch processes.
- Monitoring of the various monitoring tools used by the Company and following the escalation process for the alerts.
- Tools used are Dynatrace ,
- Check_Mk and Sintrex
- Daily job / batch processing to be monitored using tools such as Control-M, Mainframe
- Ticketing system used for logging of incidents is Remedy
Minimum Experience
- 2 - 3 years' experience in Monitoring.
- 2 - 3 years experience in a similar enviroment.
- Current tools used - Dynatrace , Check_Mk and sintrex or similar tools.
- User will need to have the ability to use the monitoring tools to identify root cause of alerts and escalate.
- Ability to transfer knowledge to team.
- Ability to map out trend analysis of alerts and create good reporting for management.
- Operations 24x7 experience is an advantage.
- Experience in monitoring of dashboards and batches.
- Following escalation processes working on a ticket system for logging of incident eg Remedy and Jira.
- Ability to work shifts on a rotational basis.
- General IT Support with good communication skills.
Advantageous but not minimum experience:
- Experience with Control-M , Remedy & Mainframe
Minimum Qualifications
- A+ / N+ (IT Operations, 24x7 operation Support)
- Diploma in Information Technology.
- Skilled in Agile methodologyPreferred - SAFe for Teams (SFT)Preferred - AWS/ MS Azure Foundation
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Purpose
To coordinate, plan & deliver day-to-day team tasks & activities in order to execute call centre transactions 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 [Level TBA: Pre-2009 was L6] in Generic Management
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 information and support provided by a team under supervision.
- Ensure the professional execution of call centre tasks and activities, ensuring an excellent and accurate client service, enhancing org reputation.
- 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.
Competencies
Liberty Values
Technical Competencies
- Customer Understanding (Basic)
- Service Delivery (Basic)
- Handling Difficult Calls (Intermediate)
- Contact Centre Professional Development (Basic)
- Risk Awareness (Basic)
- Customer Advice (Technical) (Basic)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Team coordination (Intermediate)
- Communicating with Impact (Basic)
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Purpose
To process financial transactions accurately and timeously through the execution of predefined objectives as per agreed standard operating procedures (SOPs). Finance Officer will be responsible for providing financial and administrative services in order to ensure effective, efficient and accurate recording of financial transactions. The incumbent will provide direct support for processing various types of accounts payable transactions including vendor invoices, bulk/contract payments, staff disbursements and other payment obligations. This includes processing and capturing of documents, preparation of monthly account reconciliations and journal entries, reviewing exception reports and documenting control logs. The position interacts with internal and external customers in responding to inquiries or report requests.
Minimum Experience
- 1 - 2 years experience in a similar environment
Critical Job
- Timeous and accurate processing of all allocated vendor invoices
- Ensure timeous and accurate payment of all allocated vendor accounts according to agreed payment terms.
- Ensure issue of all allocated vendor payment advices for allocation
- Reconcile all allocated vendor accounts with open Statement, GL, and GRIR items and a consolidated report ready for review on the 10th working day of each month.
- Clear ageing from all reconciled allocated vendor accounts with a tolerance of not more than 60 days.
- Clear all open items from AP Trade, GRIR, Skip Reports and Payment Exception Reports with a tolerance of not more than 60 days.
- Investigate within allocated accounts all issues from Stale Cheques
Minimum Qualifications
- Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting
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Purpose
To provide specialist advise and support related to portfolio analysis or services, in order to achieve defined sales targets and to meet client needs, through the execution of predefined objectives as per agreed standard operating procedures (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
Additional Minimum Qualifications
Outputs
Process
- Update database/s with findings and other relevant information to enhance identification of trends and analysis.
- 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.
- Conduct research and investigation activities to inform recommendations related to the selection of investment decisions.
- Support the portfolio management process, including monitoring duration, cash, sector targets, security level targets and foreign exchange hedges.
- Contribute to the investment reporting and analytics process for investment teams and support the marketing and client service teams with data requests.
- 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
- 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
- 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.
Competencies
Liberty Values
Technical Competencies
-
Data Analysis (Basic)
- Portfolio thinking (Intermediate)
- Investment Research (Intermediate)
- Research and Information Gathering (Basic)
- Economic Methods and Theories (Basic)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Basic)
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Purpose
Participate in a professional development programme in order to maximise individual and organisational development, through the execution of predefined training objectives.
Minimum Experience
- 0 - 1 year experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
- Comply to training programme requirements and prioritise own development in accordance with organisational requirements.
- 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.
- A solid ability to empathise with our customers and others, build diverse and inclusive relationships.
- Faces adversity with courage and resilience.
- Embrace change and take accountability.
- Able to apply their creativity and approaches work with a drive for results and a curiosity that manifests in a strong learning orientation.
- Willing to be heard and influence.
- An advocate for doing business in a manner that fosters trust.
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
- Develop own professional knowledge and experience to assist in the development of solutions and offerings that aims to improve service and quality.
- 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.
Competencies
Liberty Values
Technical Competencies
- Product Related System Application (Basic)
- Communication skills (Fundamental) (Basic)
- Business Acumen (Basic)
- Written Communication (Basic)
- Product and/or Service Knowledge (Basic)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Resilience (Basic)
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Purpose
To deliver insurance related operational 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
- Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Process renewals, new business, records, policy servicing, valuations, quotations and technical documentation according to set standards.
- 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.
- 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.
Competencies
Liberty Values
Technical Competencies
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
Method of Application
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