The role

Management of PSM team and related tasks & risks within required quality and SLA standards

Key accountabilities

Management of Platform PSM Team

Operational

Management of daily and monthly PSM tasks within required the quality and SLA/KPI standards (inter alia pricing, liquidity, daily business runs, distributions, UMP pricing and daily business, maintenance of Reg28 spreadsheets, unit reservations and post balancing, exception reports, UMP monthly fees, distributions, UMP restructures, fund and manco setups and amendments, UMP pricing models).Management and analysis of instrument mergers, scrip transfers, instrument manco changes, bulk switches, pricing errors, distribution errors, ring-fencing, Manco SLAs.Management of team errors, breaches and backdates.Management, analysis & escalation of high value/high impact issues & exceptions ensuring risks are communicated and managed.Liaise with admin/IT and other finance teams to ensure that exceptions and queries are resolved timeously, and to improve processes and understanding between teams.Ensure that individual and team queries/ emails are attended to timeously and resolved satisfactorily.Management of Finswitch profile and setups.Management of Compliance, UMP reconciliation, Client, KPI/SLA and other reporting.Management of ISAE Audit processes and documentation.Liaise with internal & external auditors and related queries. Ensure efficiency of audits, both internal and external.Attendance at client operational meetings when required.Management and ownership of projects/ initiatives/ business changes impacting the team. Ensure that thorough testing is performed for all related systems & processes.Management of team business rules and change controls.Management of business process & risk review and documentation. Drive continuous improvement.Ensure that risks are identified and closely managed through implementation and review of effective internal controls.Ensure that all the appropriate internal controls are functioning effectively at all times.

Staff

Own and drive the performance development appraisal process for all team staffDevelop & implement a training program for new recruitsRegular communication to the teams.Cultivate positive and strong team dynamicsChange managementManagement of performance and productivityDevelop, mentor and coach team membersPerformance management of individuals where necessaryManage the development of staffEnsure that the team is appropriately staffed and manage the utilisation of staff

Strategy

Design and implementation of operational strategyCommunicate strategy and vision to the teamDrive the Silica culture and valuesImplementation of best practice for administration model/processesDrive process and system efficiencies within and across teams/departments

Skills & experience

BCom Accounting or similarInvestment Association of Collective Investment Schemes (CIS) an advantageComputer literate (MS Office). Strong Excel skills.2-3 years’ experience in a Unit Trust or LISP environment2-3 years’ experience in a relevant Finance/Special Admin departmentStrong understanding of key processes within a LISP environmentPrior team leader experience an advantageStrong Platform (LISP) admin business knowledge an advantageKnowledge of SWAP & Obelix an advantage

Other

Strong leadership skillsExcellent communication and interpersonal skillsDelegates appropriately and effectivelyMethodical and analytical – strong problem solving skillsAbility to self-motivate and use initiativeAbility to work in a stressful environmentHigh degree of accuracy/attention to detailDeadline drivenHigh client centricity, and the ability to deliver to multiple clientsStrives to innovate to improve processes and systemsStrives to achieve high standards in quality and delivery of workSelf-managedProfessionalPositive attitudeAbility to motivate staffAbility to prioritiseProactiveDelivery orientatedAdaptable and versatile to changeStrong organizational skillsTime management skillsAbility to work as a team memberDiplomaticAccountableEmotional maturity

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.