Job title: Operations Investments Consultant
Job type: Permanent
Emp type: Full-time
Industry: Financial Services (Asset Man, Wealth & Other)
Expertise: Financial Services (Asset Man, Wealth & Other)
Salary type: Annual
Location: Johannesburg
Job published: 05-02-2020
Job ID: 34375
Contact name: Buhle Mdluli
Phone number: 0215554402
Contact email: buhle@trackingtalent.co.za

Job Description

A well-established Asset Manager with offices across the country is looking for a dynamic Operations Investment Consultant to join their Investment team in the Retail Division. The successful candidate will be responsible ensuring that all incoming wok 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 clients during this process.

This person needs to be flexible, energetic, trustworthy, organized, self-disciplined and enjoy working in a team environment.

This role will be based in Johannesburg; however the candidate will be required to spend at least the first 2 months in the CapeTown office for training purposes!

 

Key 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.
  • Ad hoc duties as may be required from time to time.

Key Requirements:

  • Relevant Business Degree
  • Relevant industry experience (Life Insurance industry) would be highly advantageous including Pension Funds and/or the Unit Trust industry would also be an advantage.
  • Intermediate Computer Literacy – Word, Excel, Email
  • Accuracy and Attention to Detail
  • Excellent Time Management & 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