Job Description

SUMMARY:Our client, a leading financial services organisation, is looking for a Unit Trust Administrator to join their team.POSITION INFO:Minimum Experience: +- 5 years Collective Investment scheme experienceSection/Division: Liability DivisionMinimum qualification: MatricKey Responsibilities

• Capturing / Approving instructions into the internal system
• Ensuring that all FICA requirements are complied with
• Accurate processing of client and transaction data
• Managing professional client relationships via telecommunications
• Attending to internal and external queries
• Maintaining good internal relationships with various departments
• In Time Quality feedback to all stakeholders
• Promote positive team dynamic

Key Roles

• Processing of all daily client transactions
• Performing validations on incoming client instructions
• Examining captured instructions for accuracy
• Attending to queries from clients
• Maintaining records of all interactions with clients
• General Reporting
• Uploading files and release payment

Key Competencies

• Attention to detail
• Accuracy
• People skills
• Product knowledge
• Time Management
• Results Orientated
• Systematic, organised working conventions
• Following and understanding procedure
• Ability to follow and complete routine functions
• Ability to prioritise and plan workload
• Ability to keep to deadlines
• Analytical thinker
• Problem solving and decision making
• Independent worker that supports team in reaching goals
• Persistence to getting tasks completed according to standards provided
• Strive to be approachable
• Able to control workload within given time limits
• Use initiative in managing workload expectations
• Share workload and knowledge
• Ensure awareness of team members in times of pressure
• Ensure problem resolution attitude
• Experience working on AWD, specifically Silica systems would be a advantage
• Strong client services skills

Minimum Qualifications & Requirements

• Minimum Matric
• Degree: Business Relates
• Minimum of three (3) to five (5) years working experience within the financial services industry
• Must have demonstrable experience of working in support of a senior individual and understand the need for confidentiality
• Sound administration experience
• Must have computer skills (Windows, Word, Power point, Excel, Internet)
• Excellent verbal and written communication skills (English and Afrikaans)

OtherDriver license with own reliable transportWillingness to work outside of business hours and weekends