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Auszubildende (m/w/d) zum/r Kaufmann/-frau für Versicherung und Finanzanlagen
Auszubildende (m/w/d) zum/r Kaufmann/-frau für Versicherung und Finanzanlagen
Resumo das atribuições do cargo
Localização:
Johannesburg, Gauteng, ZA
Date:
2024-09-03T19:05:42.93Z
Financial Operations Team Leader
Johannesburg, ZA
Johannesburg, ZA
2024-09-03T19:05:42.93Z
The Role
Financial Operations Team Leader
The Financial Operations Team Leader will be responsible for managing a team of between 3 and 8 people with the key focus of delivering operational excellence to drive business delivery. Key functions include servicing the Client Servicing and Placement teams by generating invoices on a monthly basis. The scope of work also includes other areas of support including KYCs, New Client Checklists, Excellence Reviews, Mumbai support and other areas linked to operational excellence. The individual will be responsible for developing structure, instilling process and procedures, training, reporting and issue resolution to support the WTW value proposition. The individual will also help develop a roadmap for the team and be responsible for implementation and ensure adoption of the new business processes.
- Capable of leading a team of between 3 and 8 people.
- Interacting with the team managing KYC processes and New Client Checklists proactively with client services and compliance.
- Interacting with business across 4 offices, pushing back to get the correct information timeously, working to deadlines, handling complex multinational invoicing.
- Understanding of Third parties and liaising with the team managing these.
- Third Party Approval Processes (liaising with the Third-Party Relations ship manager and compliance monthly particularly for new clients as well as for third party annual renewals, and dealing with sub-agents.
- Managing (including hands-on) invoicing for the business to ensure revenue maximisation for the business.
- Managing and driving use of GDC (global delivery centers) for administrative business tasks.
- Chasing up and managing the completion and quality of the Income Tool forecast and supporting comments.
- Producing the monthly Income Tool flash report for management review.
- Understanding VAT implications on premiums / local and foreign invoices, understand zero rated items, and improving processes and putting in new processes.
- Training of staff.
- Optimising business processes through innovation.
- Detail knowledge of eGlobal / other large corporate short-term insurance broking / invoicing systems for multinational multicurrency business is essential
- Data analysis to include daily, weekly, monthly, quarterly and ad-hoc reporting requirements. Identify supplier spend and engage with business units/vendors to negotiate improved invoicing terms.
- Complete audits and run internal checks to ensure compliance to all processes and procedures – maintain instruction manuals.
- Assists with systems upgrades, changes to processes and liaise with Business Units and support users impacted by change.
- Manage special projects for the department.
- Delivering excellent service for internal customers.
- Updating key data and information on a daily basis to comply with agreed Service Levels.
- Researching accuracy of company information and ensuring that business records are up to date.
- Conduct audit and accuracy checks on a regular basis.
- Working as a team with local and international colleagues to ensure that all aspects of the role are completed on a daily basis. Sharing ideas and knowledge with colleagues.
- Delivering whilst being compliant with WTW procedures and external (FSB) regulations.
- Coordinate and manage the Excellence Review process.
- Managing and driving completion of the Fee Models for all new and existing clients on an annual basis
The Requirements
- Previous Finance/Accounting experience essential, B Com Accounting ideal.
- Fully competent in Financial accounting systems.
- Experience in defining and optimising business processes.
- Previous team leadership experience essential.
- Excellent customer service and organisational skills.
- Good attention to detail and accuracy.
- Project management skills beneficial.
- Reliable, with a flexible approach to work.
- Ability to prioritise work according to urgency and deliver to required deadlines without comprising quality.
- Good conflict management and communication skills.
- Fully competent in Microsoft skills- advanced Excel capability.
The Company
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 45,000 employees serving more than 140 countries and markets. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.
Preference will be given to applicants from designated groups, in line with the South African Employment Equity Act.
WTW is committed to finding opportunities to promote workplace flexibility when possible based on the needs of our customers and the company. We are pleased to say that this role meets the criteria for flexible work.
WTW is an equal opportunity employer
WTW believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at WTW.
Flexible Working
WTW is committed to finding opportunities to foster flexibility in the workplace, whenever business and client demands allow. We are delighted that this opportunity meets the criteria for flexible working. For specific details, please discuss with your Recruiter.
Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of WTW are considered property of WTW and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for WTW, any such agency must have an existing formal written agreement signed by an authorized WTW recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by WTW. WTW is an equal opportunity employer.
CONTATO NÃO SOLICITADO
Quaisquer currículos não solicitados/perfis de candidatos enviados por meio de nosso site ou para contas de e-mail pessoais de funcionários da Willis Towers Watson são considerados propriedade da Willis Towers Watson, não estando sujeitos ao pagamento de comissão. Para que uma Agência de Recrutamento/Empresa de Pesquisa seja autorizada pela Willis Towers Watson, ela deve ter um contrato formal por escrito, assinado por um recrutador autorizado da Willis Towers Watson, e uma relação de trabalho ativa com a organização. Os currículos devem ser enviados de acordo com nosso processo de inscrição de candidatos, que inclui o envolvimento ativo na pesquisa específica. Da mesma forma, se o processo de inscrição de candidatos não for seguido, nenhuma comissão será paga pela Willis Towers Watson para nossas agências de recrutamento/empresas de pesquisa autorizadas. A Willis Towers Watson é um empregador de oportunidades iguais. Se você deseja que suas informações de contato sejam salvas para consideração futura, envie um e-mail para: Agency.inquiries@willistowerswatson.com.
NOSSOS ESCRITÓRIOS
Our colleagues serve more than 140 countries and markets around the world. This gives a global dimension to everything we do and creates lots of exciting opportunities for you to collaborate and grow. Explore the map below to see where you career could take you.
Meet our people
Nick Alexander
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Jasmin Bedi
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Basil Al Hatoum
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Graduados
Paul Dowding
Executivo de Contas Ipswich, Reino Unido
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Charlie (Charlotte) Garrod
Analista de Redações Ipswich, Reino Unido
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Kanika Mehta
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funções corporativas
Jessica Melville
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Nuno Arruda
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Gestão De Clientes
Suzanne Vaughan
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Anshul Garg
Analista de risco (ex-Recém formado em Investimento, Risco e Resseguro) Gurugram, Índia
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Ravi Khambhati
Associado Sénior - Desenvolvimento de Sistemas Arlington, Virginia, EUA.
Tecnologia
Charlotte Olson
Analista de Aposentadoria (ex-Recém Formada em Aposentadoria) Londres, Reino Unido
Graduados
HeeJung Kim
Analista de Saúde e Benefícios (atualmente em rotacional Programa de Desenvolvimento para recém formados) Toronto, CanadáGraduados
Karen McDonagh Reynolds
Diretora do Programa Cloud Ipswich, Reino Unido (mas eu viajomuito!)
Tecnologia
Jaime Sánchez Gómez-Landero
Gestor de Projeto, IbériaMadrid, Espanha
Gestão De Projetos
Emily Reading
Atendimento ao Cliente e Gerente Analítica Ipswich, Reino Unido (com um dia por semana no escritório de Londres)
Gestão De Clientes
Trey Franklin
Gerente de Relacionamento com Resseguradores Nashville, Tennessee, EUA.
Corretagem/colocação
Lisa Rampley
Client Services Manager (former Level Three Apprentice) Ipswich, U.K.
Apprentices
Nick Alexander
Gerente Sênior de Operações de Inscrição e Líder Regional Corporativo (Diretor)Tempe, Arizona
Central De Serviços
Jasmin Bedi
Associada de Aposentadoria (ex-estagiária)Reigate, Reino Unido
Estagiários
Basil Al Hatoum
Analista Atuarial (ex-Recém formado de Aposentadoria)Toronto, Canadá
Graduados
Paul Dowding
Executivo de Contas Ipswich, Reino Unido
Operações
Charlie (Charlotte) Garrod
Analista de Redações Ipswich, Reino Unido
Corretagem/colocação
Kanika Mehta
Associado de Pesquisa de Mercado, Equipe de Serviços de Informação (Délhi) Gurgaon, Índia
funções corporativas
Jessica Melville
Consultor Sênior de Investimento Sydney, Austrália
Consultoria
Nuno Arruda
Chefe de Clientes (acumulado com a função de Broking e Carrier Management) Lisboa, Portugal
Gestão De Clientes
Suzanne Vaughan
Chefe do Departamento de Aposentadoria, Edimburgo Edimburgo, Escócia
Atuarial
Melanie Harding
Chefe de Operações Nova ZelândiaAuckland, Nova Zelândia
Operações
Anshul Garg
Analista de risco (ex-Recém formado em Investimento, Risco e Resseguro) Gurugram, Índia
Graduados
Ravi Khambhati
Associado Sénior - Desenvolvimento de Sistemas Arlington, Virginia, EUA.
Tecnologia
Charlotte Olson
Analista de Aposentadoria (ex-Recém Formada em Aposentadoria) Londres, Reino Unido
Graduados
HeeJung Kim
Analista de Saúde e Benefícios (atualmente em rotacional Programa de Desenvolvimento para recém formados) Toronto, CanadáGraduados
Karen McDonagh Reynolds
Diretora do Programa Cloud Ipswich, Reino Unido (mas eu viajomuito!)
Tecnologia
Jaime Sánchez Gómez-Landero
Gestor de Projeto, IbériaMadrid, Espanha
Gestão De Projetos
Emily Reading
Atendimento ao Cliente e Gerente Analítica Ipswich, Reino Unido (com um dia por semana no escritório de Londres)
Gestão De Clientes
Trey Franklin
Gerente de Relacionamento com Resseguradores Nashville, Tennessee, EUA.
Corretagem/colocação
Na WTW, acreditamos na igualdade de oportunidades de emprego e assumimos o compromisso de desenvolver uma força de trabalho diversificada e criar um ambiente de trabalho inclusivo, onde todos sejam respeitados, valorizados e apreciados. Nós não toleramos nenhuma forma de discriminação ilegal, nem apoiamos qualquer ação ou iniciativa que viole qualquer direito humano.
Para se manter informado(a) sobre novas vagas:Junte-se à nossa Rede de Talentos
Assumimos um compromisso de igualdade de oportunidades de emprego e oferecemos acomodações razoáveis a todos os candidatos. Para solicitar alguma acomodação especial, desde a inscrição até a entrevista, envie um e-mail para candidate.helpdesk@willistowerswatson.com