BRIDGETTE NOKUTHULA MTSHALI

Key Responsibilities: Skills & Competencies:

• Daily Cash Operations: Monitor and manage daily cash balances across multiple client accounts and currencies.
  Execute and authorize payments, settlements, and transfers within FNZ systems.
  Ensure timely and accurate posting of cash transactions.
  
• Reconciliation & Controls: Perform daily cash and scrip reconciliations between FNZ platform, custodians, and banks.
  Investigate and resolve breaks or discrepancies promptly.
  Maintain strong internal controls and adhere to audit requirements.
  
• Liquidity & Forecasting: Forecast cash requirements for client portfolios and operational needs.
  Support liquidity planning and funding strategies.
  
• Client & Stakeholder Interaction: Liaise with investment managers, custodians, and internal teams to ensure smooth cash operations.
  Provide reporting and updates on cash positions and movements.
  
• Risk & Compliance: Ensure compliance with FNZ policies, regulatory standards, and client mandates.
  Identify and mitigate operational risks related to cash management.
  
• Strong understanding of cash management, banking operations, and investment administration.
• Proficiency in Excel (functions like VLOOKUP, Pivot Tables, IF statements).
• Analytical and problem-solving skills with attention to detail.
• Ability to work under pressure and meet deadlines in a high-volume environment.

• Strategic team management and planning (queue management, query handling and resolution where analysis required, spot-check health checks, resource allocation of cleanup projects, testing arrangement and quality control of system corrections)
• Leave and resource management.
• Daily team huddles (discussions on performance of the day before/where we are/what can we do better. Includes closing knowledge gaps and process discussions.)
• Tracking and monitoring of overall team performance (presentation of weekly stats - errors, performance)
• Escalation analysis and resolution, where cases are deemed business critical and important by the client
• Hourly queue monitoring, ensuring strict adherence to SLA and quality of work
• Performance development and performance management discussions with team members (both with performing and non-performing individuals)
• Process improvements for clients based on trending – documentation & roll-out of new business rules, process updates or system enhancements
• Client engagement (Relationship meeting presentation, weekly service review discussions and preparation, ad hoc meeting request setup and discussions to facilitate BAU)
• Daily, weekly & monthly reporting for clients (including SLA analysis, errors, trending of errors, rejection trending & improvement, backdate reporting, remediation)
• Escalation, enquiry, and error management when received either from the client, via the system or via email directly from the client
• Internal client preparation meetings (service review action items & feedback, relationship meeting pack discussion)
• Collaborating with different teams within the business to facilitate a positive client experience.

• Acting as a “go-to” for questions or problems within operations.
• Assisting in requirement elicitation
• Representing BAU operations in project meetings
• Documenting business processes
• Assisting in the definition of procedural improvements
• Validation of project requirements and deliverables
• Proving input and construction of test cases and scenarios
• Validation of test results of project teams

• End-to-end analysts and resolution of investment queries
• Resolution of internal and external-origin queries
• Queue management
• Providing regular updates to management
• Ensuring disputes between internal teams and clients are resolved within service-level turn-around-time
• Capturing and processing client investments
• Documenting processes and procedures of client services consultants

• Replenishing patients’ water jugs three times a day to ensure good hydration
• Providing patients with hot and cold beverages throughout the day
• Collating patients’ menu choices
• Preparing patients’ trays for meal service
• Adhering to the red tray system when appropriate
• Serving patients meals at designated times
• Knowledge of patients’ dietary needs
• Recording food temperatures at ward level
• Delivering snacks to appropriate patients
• Washing up of all patients’ crockery
• Disposing of waste appropriately
• Maintain a high standard of hygiene at all times
• Part-time

• Participating in event marketing
• Creating social media content
• Assist in marketing campaigns
• Increasing brand awareness
• Educating customers about products
• Collect qualitative feedback from consumers
• On-site product sampling and/or brand education
• Build rapport with customers and vendors

• Educate customers on sales
• Explaining products and services
• Meeting sales goals
• Create compelling sales pitches
• Build and maintain relationships with clients

• Prepaid Customer care consultant
• Handling customer complaints
• Handling high-volume inquiries
• Ensuring customer satisfaction
• Providing proactive customer outreach
• Delivering information about the company’s offerings

• Selling beauty and health products online

• Receive, process, and organize deliveries.
• Cooking, Serving, and prep for the next day.
• Processing payments and providing excellent customer service
• Part-time