Job Summary
The core function of the successful candidate is to assist retails financial planners and sales consultants with daily administration in CIS and Retirement Fund products.
Job Description
- Attend to incoming and outgoing calls professionally and resolve all queries efficiently for all the Mancos and the LISPs;
- Attend to Client queries in our office of a factual nature this may be a redemption, switch, transfer, lump sum additional investment, change of details, or change of debit order, balances, statements and adhoc queries etc.
- Ensure that Clients are given the correct forms to complete and that they are assisted to complete the required fields.
- Follow up with Clients on outstanding documents (Eg FICA , bank details).
- Obtain documentation from IFAs.
- Assist with generating systems reports as required.
- Prepare a daily report on balance enquiries received, daily statements sent to client, processing follow ups resolved, etc.
- Prepare and update the procedure manuals.
- Complete the regulatory exams as and when prescribed by the company.
- Resolve queries if any and adhere to cut off times.
- Keep client updated at all times.
- Welcome and assist walk in clients.
- Run monthly birthday card labels for clients (for all cards and envelopes).
- Submit LOAs to administrators and complete analysis for advisors.
- Section 14 and Recognition of transfers (initiate, follow up, complete transfers and submit for processing).
- Capture and update transfers on pipeline and log sheets.
- Assist advisor/s to complete flows on daily sales report if out on appointments.
- Check all new applications to ensure completeness and correctness.
- Support advisors who are travelling with client packs.
- Support advisors to obtain signatures from clients on application forms as and when required
Qualification/s:
- B.Com Graduate.
- Educational or experience background to include tax training
Experience:
- 2 years working experience in financial services - advantageous.
Competencies
- Microsoft Office (Word, Excel, Outlook, PowerPoint) Expertise - intermediate to advanced
- Excellent communication skills, both written and verbal.
- Ability to follow rules, systems and procedures.
- Logical and systematic.
- Detail orientated.
- Well-organised.
- Ability to establish new relationships.
- Ability to manage and maintain relationships.
- Professional character, dress and manner.
Job Type: Permanent
Salary: R180,000.00 to R220,000.00 /year
Job Location:
- Cape Town, Western Cape
Required education:
- Bachelor's
Required experience:
- administration in CIS and Retirement Fund products: 2 years
- client/advisor queries management in terms of Mancos and the LISPs: 2 years
- Financial Services: 2 years
- Client Services in a Financial Services Company: 2 years
- Systems and daily report generating: 2 years
- Section 14 and Recognition of transfers: 2 years
- FICA & FAIS: 2 years
Required language:
- English
Required licences or certifications:
- B.Com
- Tax training
- Own transport and valid drivers licence
- Regulatory Exams Successfully Completed
Application Questions
You have requested that Indeed ask candidates the following questions:
- Are you in Cape Town, Western Cape?
- Have you completed the following level of education: Bachelor's?
- How many years of administration in CIS and Retirement Fund products experience do you have?
- How many years of client/advisor queries management in terms of Mancos and the LISPs experience do you have?
- How many years of Financial Services experience do you have?
- How many years of Client Services in a Financial Services Company experience do you have?
- How many years of Systems and daily report generating experience do you have?
- How many years of Section 14 and Recognition of transfers experience do you have?
- How many years of FICA & FAIS experience do you have?
- Do you speak English?
- Do you have the following license or certification: B.Com?
- Do you have the following license or certification: Tax training?
- Do you have the following license or certification: Own transport and valid drivers licence?
- Do you have the following license or certification: Regulatory Exams Successfully Completed?
