Principle Responsibilities
- Management of deadlines of data cleansing projects and NavOne system enhancements;
- To manage the ongoing data management of the client lifecycle with the use of NavOne;
- Building checklists for client facing processes, ensuring correct and accurate data capture;
- Oversight of data related projects. Ensuring deadlines are achieved and managing the efficiency of the group;
- Assisting IT with data audit requests;
- Assisting the group with ad-hoc data requests for internal reporting and regulatory reporting;
- Assisting with the National Risk Assessment (NRA) reporting as well as other ad-hoc regulatory data requests;
- Assist on drafting up procedures and workflows in relation general client operations;
- Investigating end to end processes in the business by analysing time and costs, creating process enhancements to drive internal costs down;
- Providing updates to group on client operation projects, giving training where necessary; and
- Complete ad-hoc projects, as required.
General Responsibilities
- Develop and maintain good relations with team members and other staff;
- Ensure all work is conducted in accordance with internal procedures and recognised accounting principles;
- Maintain the highest standards of confidentiality and security in terms of client affairs and records and all sensitive and personal data for Company affairs and its employees;
- Monitor performance against personal and developmental targets;
- Identify areas where further training for staff would be beneficial, assist in the arrangement of training and accounting education;
- Maintain an awareness of all regulatory and fiscal obligations, providing guidance to the business as required;
- Ensure accurate maintenance of records; and
- Achievement of client deadlines and KPI’s.
Competencies
- Excellent analytical, interpersonal, oral and written communication skills;
- Strong leadership, training and mentoring skills;
- Ability to thrive in a dynamic team environment;
- Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude;
- Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines;
- Dedicated to superior client service;
- Strong organisational skill and attention to detail;
- Developed understanding of accounting theory;
- Proficiency with email and Microsoft Office applications; and
- Ability to work cooperatively and collaboratively with all levels of employees and management to maximise performance, creativity, problem solving and results.
Professional Qualifications and Minimum Relevant Experience:
- Must have minimum 3 years’ experience in operations;
- Must have managerial experience;
- Must have experience with NavOne; and
- Preferably experience with internal project management.
IT Skills
- Advanced NavOne;
- Advanced Excel;
- Competency of Office365 products e.g. Word, Excel, Outlook, Teams, SharePoint; and
- Experience of process map writing, workflows would be desirable.