Join a reputable and established listed orginisation and bring on board your experience in Investments.
The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the case is finalized and to maintain contact with IFA or client during this process. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment.
Main responsibilities
Processing of incoming instructions in respect of:
New business transactions
Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)
Amendments to existing client information (investors, advisors, employers)
Validating all incoming instructions with regards to
Various legislative requirements relating to all applicable products
Completeness and accuracy of instruction from client/IFA
Proof of payment or money transfer
FICA requirements complied with (where relevant)
Ensuring all incoming work is captured within required turnaround times and before relevant cut off times.
Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently.
Providing clients/ IFA's with superior levels of service
Maintaining records of all interactions with clients / IFA's on Siebel CRM.
Correct and timeous rectification of errors
Liaise with clients / IFA's regarding the correct implementation of instructions received to meet with our service delivery standards.
Support fellow team members and Team Coordinator.
Add hoc duties as may be required from time to time.
Qualifications
Relevant experience – Relevant Business Degree and/or Job Related Experience would be an advantage. Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Trust industry would also be an advantage.
Intermediate Computer Literacy – Word, Excel, Email
Skills/Competencies and experience
Accuracy and Attention to Detail
Excellent Time Management Skills
Excellent Problem Solving Skills
Excellent Verbal and Communication skills
Ability to function well under pressure
Client focused and self-motivated
Ability to work effectively as part of a team but also independently.
Ability to accept responsibility for all tasks done
Please send a detailed CV to cynthia@careerworx.co.za or call me on 0712895472
