To run, manage and lead the finance operations team dealing with primarily payments, deposits, fees and reconciliations, which are items that impact both the clients and the business directly

• Deliver customer experience excellence aligned to Organizational values and service standards
• Research, enable and consult on improvements and opportunities to harness technology and platform enablement
• Review existing processes and suggest innovative ideas to improve and streamline processes to drive efficiencies and minimize redundancy
• Ensure that processes, control requirements and risk management frameworks are in place for the area and are understood by all members of the team
• Ensure that the teams understand the compliance requirements in the function
• Create actions to address gaps
• Drive the ComSpace and Elite Wealth systems to ensure delivery of the required results and push for further enhancements where development is required as it relates to Advice fees and Assets under Advice.
• Ensure adequate controls and maintenance of advice fee and commission related bank accounts
• Enhance current processes to achieve greater efficiencies
• Ensure oversight over month-end processes to ensure correctness of fees, AUA and reconciliations
• Ensure all areas of finance operations are in accordance with required controls and monitoring in place
• Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies.
• Manage own development to increase own competencies.

Minimum Requirements:

• BCom Degree
• 3 years’ experience in Finance Operations