Key Responsibilities:
* Oversight of reconciling all assigned accounts accurately and efficiently within relevant deadlines.
* Ensuring timely responses to queries in line with departmental procedures.
* Effective management of work queues to meet set deadlines.
* Participating in team huddles and meetings to drive collaboration and progress.
* SUPPORTING TEAM MEMBERS IN MONITORING MAILBOXES TO ENSURE ALL QUERIES ARE RESOLVED WITHIN THE SERVICE LEVEL AGREEMENT.
* Collaborating with other teams to monitor and resolve reconciliation entries & queries.
* Fostering quality improvement through procedural reviews and enhancements.
Accountabilities:
* Compliance with regulatory requirements.
* Exercising due care and diligence in daily activities.
* Maintaining high standards of market, business, and personal conduct.
Core Competencies:
* Interpersonal skills: relationship building, respectful communication, problem-solving, and empathy.
* Communication skills: listening skills, oral communication, information sharing, and written communication.
* Self-management: adaptability, integrity, learning, and trust-building.
* Motivation: achieving closure and results.
* Thinking: decision-making, idea generation, inclusion, and problem-solving.
* Organisational Knowledge: current knowledge, understanding, and expertise.
* Client Service and Quality: delivering quality service, building relationships, and ensuring client satisfaction.
* Administration: coordination, execution, planning, and time management.
About the Role:
* Promoting innovative financial solutions and expert guidance.
* Leaning on a long history of financial experience and a strong reputation.