Analyze your CV for Officer, Investor Services at Standard Bank

Operations: a range of essential and complex services to ensure processes across the bank work as effectively and efficiently as possibleJob PurposeAssist Head, Investor Services in achieving the department’s goals by ensuring that a cost-effective, high-quality service is provided to our customers, by effectively controlling tasks within the investor services section.Responsible for actual accurate settlements of cash, securities (Equities, Fixed Income & Money Market instruments) and Trustee Services transactions while ensuring that all settlements are settled in convention with the market rules, directives and procedures.Deal with clients telephonically, via SWIFT and e-mail and ensure all transactions are settled according to client’s SLA and relevant systems updated accurately Key Responsibilities/Accountabilities Ensure that all settlements procedures are complied with in accordance with procedure manual.Bring all problems and possible solutions to Head, Investors Services attention.Action all instructions in Settlement Module, Receive deliver windows, cancellation windows and rejection window in theCustody securities system and cash transactions in the core banking systemFollow up on all excluded trades until resolved or escalate when not resolved within required time linesFollow up on all failed trades until cancelledAdvice Head, Investors Services of all system related problems as soon as identified.Ensure that all filing is done in a methodical manner on a daily basis, and follow the correct retrieval procedures.Prioritize and Plan effectively, have sense of urgency in order to meet set deadlines.Ensure that all communication with relationship management is brought to the attention of the Head, Investors ServicesEnsure that you are aware of your responsibilities i.t.o.  KRA’s and Job descriptions.Ensure that all outstanding issues are followed up conclusivelyAdhere to procedures. Identify and suggest amendments where applicable. (Discuss with Head, Investors Services prior to implementation)Ensure all manual controls are followed to ensure no fall outs in processing and excess (overdrafts) managementAttend and proactively participate in all meetings / workshops / team builds, and provide input.Ensure relationship and services issues raised by clients are brought to the attention of the Head, Investor ServicesEnsure all errors are reported and recorded on error logContribute to the achievement of the goals contained in the individual performance contract and team goalsUnderstands and manages risk associated with the area of responsibility and its impact on the bankContinuously improve service offerings through innovation, and a future orientation towards automation.Demonstrate determination to achieve the ‘right’ business results, first time.Ensure service is provided in accordance to agreed standard Service Level Agreement.Ensure queries are responded to within 24 hour turn-around times and adequate resolution and follow-through. Ensure formalized back-up procedures are adhered to, and that sign-off is affected by the respective parties. Follow up and follow through with all outstanding matters and ensure that adequate written communication has been doneBe responsible for, and initiate own development and career planning.Ensure the provision of a high quality and cost effective service to both internal and external clients by accurately analyzing the clients’ needs and market demands in order to define business requirementsAction all aspects relating to settlements of all securities within the required timelines of the market rules & directives and clients SLA to prevent any penalties or reputational damage levied against the bank.Act as a back-up for Head, Investor Services when needed. Display teamwork and live by the Banks Values.Ensure support is provided to Officer that controls all aspects relating to Reporting and Reconciliation.Responsible for the implementation and adoption of all Compliance, Anti-Money Laundering and Sanctions related requirements contained in policies, procedures and processes. This includes the consideration and approval of PEP on-boarding and continued business engagement in instances where no adverse information is available. Preferred Qualification and ExperienceA degree holder from a recognized UniversityCustody CertificationBusiness-related Degree.Knowledge in the Financial MarketsKnowledge of Banking products and services (including Operational products, Treasury, Custodial, Investment banking etc)Have a good understanding of all settlement related functionsSufficient technical, business and process knowledge relative to the securities industryBasic knowledge of Accounting/FinanceCustody background will be an added advantageComputer LiteracyMS Office Knowledge/Technical Skills/ExpertiseAbility to learn new systems/processes and to grasp instructions quicklyHigh level of accuracy and attention to detailGood communication skills (verbal & written)Strong relationship and interpersonal skillsExcellent time management skillsExcellent problem-solving skillsAbility to perform optimally and to remain focused while under pressureAbility to work in a teamGood planning and organization skills DynamicPositive attitudeSelf-motivatedProactive in all aspectsWilling and able to ensure ongoing self-developmentDisplay initiativeAbility to adapt readily to changeResilience and driveSelf-starter, confident and assertiveCreative thinkingDisplay respecting each otherProviding excellent Customer ServiceActing with Integrity