Job Description

The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFAs and clients. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment.

Key areas of responsibility

• Confirming receipt of instructions with clients telephonically.
• Performing validations on incoming client instructions in relation to:
• Various legislative requirements relating to life and retirement products
• Completeness and accuracy of instruction from client/broker
• Proof of payment or money transfer
• FICA requirements complied with (where relevant)
• Processing of incoming instructions in respect of:
• New business transactions
• Existing business transactions (investments, retirements, withdrawals & switches)
• Amendments to existing static data (investors, advisors, employers)
• Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.
• Attending to queries from clients, IFAs and internal customers and responding to queries on time and diligently.
• Providing clients/ IFAs with superior levels of service
• Maintaining records of all interactions with clients / IFAs on Siebel
• Correct and timeous rectification of errors
• Liaise with clients / IFAs regarding the correct implementation of instructions received to meet with our service delivery standards to our clients.
• Support fellow team members and Team Coordinator.
• Add hoc duties as may be required from time to time.

Job specification

Relevant experience Relevant Business/Bcomm Degree or Job Related Experience would be an advantage but not essential. Sound knowledge of the Unit Trust industry would also be an advantage.

Intermediate Computer Literacy Word, Excel, Email

Competencies

• Accuracy and Attention to Detail
• Excellent Time Management Skills
• Excellent Problem Solving Skills
• Excellent Verbal and Communication skills
• Ability to function well under pressure

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