Team Leader - Operations at Orient Asset Managers

JOB PURPOSE:

• The position is responsible for ensuring operational excellence, accurate investment processing, and top-tier client service delivery.

KEY TASKS, DUTIES AND RESPONSIBILITIES

• Post daily contributions, redemptions, and investment transactions in the ERP investment system.
• Reconcile daily bank statements with system transactions for accuracy and timeliness.
• Oversee daily NAV calculations and ensure correct pricing and returns.
• Manage income distribution for Collective Investment Schemes (CIS).
• Prepare and dispatch accurate client statements and process redemptions and interest payments promptly.
• Handle client onboarding, including KYC processing, system creation, and issuance of receipts, welcome letters, and contract notes.
• Respond to client queries and maintain updated, accurate client records.
• Monitor and ensure optimal performance of the OAM mobile app and USSD platforms.
• Collaborate with IT and business units on system enhancements and operational needs.
• Document system requirements, track implementation, and support post-launch improvement.
• Prepare monthly CIS and client performance reports, and coordinate AGM and member register updates.
• Manage client communication through scheduled and bulk SMS dispatch.
• Maintain and review SOPs for compliance and efficiency.
• Document incidents, update the risk register, and support audits and reporting.
• Supervise front office and client service teams, ensuring high performance and client satisfaction.

REQUIREMENTS

• A Bachelor’s degree in business related from a recognized university.
• Being in a financial service is an added advantage.
• 4 years of working experience in dealing with client.