Key Performance Areas (KPAs

Processing

·         Responsible for capturing/processing of all deposits, withdrawal, switch, transfer, and diarized transactions

·         Responsible for the accuracy on all transactions processed, understanding impact on clients’ holdings

·         Responsible for daily & monthly processing and diarized payments

·         Responsible for the accurate distribution/agent commission payments

·         Responsible for all client processing’s well in advance before cut-off times

·         Adhere to latest business processes relevant to processing

·         Responsible for all data quality of transaction capturing / processing

·         Escalate unresolved queries/problems to the Supervisor: Administration

·         Respond to all processing and service delivery issues

·         Ensure proper client communication skills are always maintained

Platform Administration

·         Ensure proper knowledge of systems processing and procedures

·         Effective use of the platform system, optimizing output and without any loss to CAM/CUTM

·         Familiarize with procedures of technology systems

·         Remains familiar with back-up procedures in case when technology systems and/or system problems arise

·         Understand output from systems relevant to clients’ holdings/statements

General

·         Ensure adherence to FIA compliance on existing and new clients (KYC & AML)

·         Handling client queries relevant to processing and providing feedback to channels and clients

·         Adhere to the company’s policies in document storage for auditing processes and record-keeping of all historic data

·         Identify cross-selling opportunities and forward to the responsible department/lead

·         Office administration and reception duties at the Platz Am Meer suite

·         Maintain neatness and operational efficiency of the office

·         Ordering stationery and refreshments

·         Logging tickets with IT for WIFI passwords or system challenges

·         Filling and organizing

·         Internal and external mail daily

·         Bank confirmation letters request / generate

·         Statements CAM & CPW

·         Cards activation

·         Managing dairies / appointments

Conduct

·         Always behave in a professional, disciplined, and appropriate manner, which reflects, and showcases CAM values and general code of conduct

·         Be an ambassador of the Capricorn Way

·         Demonstrate loyalty to the brand

·         Client centric - solution based

·         Team player (CAM CPW& IBS)

Self-Development

·         Keep abreast of all changes within the system processing environment

·         Compliance with policies and procedures

·         Upskilling to basic product knowledge

COMPETENCIES REQUIRED

·         Working with people

·         Analyzing

·         Presenting and Communicating Information

·         Demonstrate excellent time management skills

·         Planning and Organizing

·         Delivering results and meeting customer expectations 

Desirable competencies

·         Learning and Researching

·         Adapting and responding to change

·         Coping with Pressures and Setbacks

·         Achieving Personal Work Goals and Objectives