Portfolio Officer – Settlements

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Job Summary

We are looking for an experienced Portfolio Officer who will be accountable for processing, monitoring and reporting of all Custody and Trustee related transactions for the Investor Services Operations function ensuring effective execution within compliance and regulatory requirements.

Job Description

Your key responsibilities will include the following;

Operations:

• Administer all transactions relating to AIS products and services. 
• Identify and drive operational efficiency.
• Monitor all transactions to ensure that the required standards of work are met during execution.  
• Ensure all transactions are executed within the relevant cut-off times. 
• Adhere to defined quality standards and standard processes to avoid risks to the bank through effective and efficient monitoring of transactions. 

Risk Management and Compliance:

• Identify and escalate real and potential risks to the Operations Manager. 
• Design and implement risk reduction, mitigation and avoidance measures to address potential or identified risks 
• Maintain a good understanding of all governance applicable to AIS Operations

Collaboration and Relationship Building:

• Develop and maintain networks within the Absa Group across operational areas.
• Maintain high personal visibility with crucial influencers within the bank and externally promoting the credibility of self and the business’s growing capabilities. 

Customer Service:

• Ensure high quality communication to internal and external clients, both verbal and written 
• Ensure that the team delivers Excellent Service to all clients within agreed SLAs, by monitoring performance and tracking daily queues 

If you have the relevant experience and meet the criteria below, please submit your CV.

• Diploma or Certificate at NQF level 6 
• Minimum 5 years of Custody Operational Processes
• Knowledge of regulatory and statutory requirements: Strate Rules
• Understanding of Custody processes
• Proven experience in customer-facing environment 

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised