Team Leader: Institutional Administration

Sygnia Limited; Wes-Kaap; On-site; ZAR 420,000 - 640,000; Full time

Job summary

Sygnia Limited, a South Africa-based FinTech, seeks an Investment Administration professional to support Institutional Investments. You will ensure checks, approve trades, and resolve team queries while mentoring juniors and assisting with process enhancements.

Responsibilities include fee accruals, loading fees, month-end processes, and cash management. Strong numeracy, attention to detail, and teamwork are essential.

Qualifications

• A Bachelor of Commerce degree or equivalent tertiary qualification.
• 3-5 years investment administration experience.
• Outlook, Excel and Word

Responsibilities

• Ensure checks are completed and follow up with the team.
• Approve trades.
• Act as the first point of contact to correct team errors and assist with impact analysis.
• Review complex trades, e.g. 100% closeouts.
• Perform fee accrual checks.
• Load fees.
• Ensure the month end checklist is completed.
• Load interest.
• Load bank charges.
• Manage change requests.
• Act as the first point of contact for the team in terms of query resolution
• Mentor junior staff members.
• Provide training to the team.
• Assist with process enhancements.
• Actively manage large cash balances on Platinum, ensuring that excess cash is invested.
• Ensure that correct processes are adhered to.
• Perform system clean-up and ensure that all residual unit holdings are cleared before month-end.
• Work closely with managers to ensure team development.
• Assist with system enhancements and UAT testing.
• Ensure that process documents are maintained and reviewed.
• Ensure that client reporting is reviewed and distributed in line with SLAs.

Skills

Sound work ethic

Proactive and takes responsibility

Numeracy and accuracy

Analytical problem solving

Attention to detail

Communication & interpersonal skills

Resilience

Self-management

Effective email management

Team collaboration

Time management

Education

Bachelor of Commerce

Tools

Outlook

Excel

Word

Job description

Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms. This role is within the Institutional Investment Administration department, a hard-working team, dedicated to providing superior service to clients.

• Ensure checks are completed and follow up with the team.
• Approve trades.
• Act as the first point of contact to correct team errors and assist with impact analysis.
• Review complex trades, e.g. 100% closeouts.
• Perform fee accrual checks.
• Load fees.
• Ensure the month end checklist is completed.
• Load interest.
• Load bank charges.
• Manage change requests.
• Act as the first point of contact for the team in terms of query resolution
• Mentor junior staff members.
• Provide training to the team.
• Assist with process enhancements.
• Actively manage large cash balances on Platinum, ensuring that excess cash is invested.
• Ensure that correct processes are adhered to.
• Perform system clean-up and ensure that all residual unit holdings are cleared before month-end.
• Work closely with managers to ensure team development.
• Assist with system enhancements and UAT testing.
• Ensure that process documents are maintained and reviewed.
• Ensure that client reporting is reviewed and distributed in line with SLAs.

Role Qualifications and Experience:

• A Bachelor of Commerce degree or equivalent tertiary qualification.
• 3-5 years investment administration experience.
• Outlook, Excel and Word

Core Competencies Required:

• Sound work ethic
• Proactive and takes responsibility and accountability for assigned duties
• High level of numeracy and accuracy
• Excellent analytical, problem-solving skills
• Strong attention to detail
• Strong communication and interpersonal skills
• Resilience
• Ability to be self-managed
• Effective email management
• Takes pride in work and in providing superior service to client
• Team collaboration
• Time management

Should you not hear from us within 14 days after submitting your application, please accept your application as unsuccessful.

Disclaimer: Please be advised that your personal information shared on your CV will only be used as part of the Sygnia recruitment process for the role applied for. It will not be shared with any third parties for any other reason.