Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To deliver reconciliations support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
1 - 2 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas (Level TBA : Pre-2009 was L6) in Office Administration
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.
- Reconcile specific individual claim histories, resolving queries timeously and accurately.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Report on company assets and liabilities including balance sheet account reconciliations and review of intangible assets.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalation more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
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 governance, compliance, integrity and ethics processes and procedures in area of specialisation and continuously identify and elevate risks.Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and embed risks where necessary.Liberty Values
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)Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)
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