Experience

Just SA

• South Africa
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Jul 2021 - Present

  Management of: • Contact centre and Switchboard • Infrastructure setup and budget • Quoting Tool • Process SLA’s • Customer Relationship Management (CRM) • Developing, embedding, and driving adherence to process with systems that support to creating a single view of Customer Information across the entire Client Service and Admin team that makes it easy for client service to efficiently service Customer • Complaints Management • Just Business Continuity Policy • Human Resource Management • Hiring, training, motivating, coaching, and leading staff • Performance management which includes all items related to KPI’s (Key Performance Indicators) • Reporting on all operational areas (Monthly Board Report: MBR) • Dealing with all escalations • Quality Assurance • Improving processes to ensure they are scalable • Ensuring that all their process documents (includes model office documents) for the processes under their area of responsibility is documented and kept up to date • Vendors in relation to their respective function • Registering learnership • Staff Training and Development • Ad-Hoc Projects • Internal and External Audits • Resource Reporting Show less



Just Group plc

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Service Team Leader

  • Feb 2020 - Jun 2021

  The Client Service Team Lead is responsible for overall Client service ensuring that we can always service our Customers with no interruption and as efficiently and effectively as possible. They are responsible all client service-related matters: Contact centre and Switchboard Customer Relationship Management (CRM) Complaints Management Just Business Continuity Policy and Plan Human Resource Management Overall Management Learnership and training program across Client Service and Administration Show less



Just SA

• South Africa
• Financial Services
• 1 - 100 Employee

• Client Services and Administration

  • Apr 2019 - Jan 2020



Sygnia Asset Management

• South Africa
• Investment Management
• 100 - 200 Employee

• Team Leader- Contractual Investments

  • Jun 2014 - Apr 2019

  This role entails authorisation of all the team members’ tasks, We are responsible for all the processing of contractual products namely, Living Annuities, RA, Pen and Prov. We process new business, withdrawal, death claims, revisions and all maintenance relating to these products. I am also responsible for the monthly bulk processing, Living Annuity Income Payments, Debit Order processes and Broker Comms. I am also responsible for all escalations and queries logged by all internal parties as well as external parties. This function also requires me to do an HR functions for the team such as leave, time management, performance management, performance reviews and all other issues relating to staff Show less



Absa Investment Management Services

• Internal Consultant

  • May 2011 - Jun 2014

  Here my role is to service all the broker, clients and consultants in the Eastern Cape Region, I handle all incoming and outgoing queries related to this region• Track applications from the time we receive it till the time it is completed, management of workflow• Query Logger Stats• Quotations• Maintaining relationships with the brokers• Assist with Direct clients calls and queries.

• Bulk Investment Administrator

  • Feb 2010 - Apr 2011

  Daily Runs. • Daily Prices - Local prices, offshore prices and interest rates must be captured daily within the stipulated tat • Daily Rejection process – Broker rejections, RDA client rejections, Debit Order rejections to be done daily before cob.• Daily Calibre Uploads – this entails any transactions need to be uploaded into calibre must be done as soon as the applied prices are updated• Cash account survey • Ensure all of the above runs are processed timorously and accurately with the specified turn around times.Weekly Runs,• Absa broker Commission file – Ensure the file is run and prepared accurately every Tuesday • Independent Calibre Commissions file – Ensure file is run accurately, commission must be paid on the Friday • Independent Talisman Broker Commission – Run file every Friday and send to Independent region and Absa Wealth• Ensure all of the above runs are processed timorously and accurately with the specified turn around times.Monthly Runs• Debit Order Run - 03rd and 25th for calibre and talisman• RDA run – 01st and 2nd run.• Guaranteed Income run – • Money market interest runs – Calibre and Talisman• Distribution runs – Calibre and Talisman • Fee Runs – Fee run talisman ( aims fee, broker fee,finsolnet Fee,Absa life,),Calibre fee runs (offshore, provident fund, investment plan,uip,Barclays)• Finsolnet Client and broker rebates –• Rebate RunsBulk Run Maintenance• Pre- Reporting – All pre-reports to be run prior to any bulk runs, any discrepancies to be forwarded to relevant departments and a follow up needs to be done to ensure the corrections are taking place within the required tat• Communication via email to be sent to all relevant departments advising of cut offs and system downtime.• Wrap fund maintenance – upon notification from relevant departments wrap to be set up within tat.Recons• Reconcile all processes(Cash and Units) Show less