Duties:
Provide overall administrative support to the Group
Ensure that all regulatory and business requirements are met with regards to any documentation and transactions, and then to process it
Verify and validate requirements/ compliance with regards to:
- Regulator or Legislation , ie FAIS, FICA, POPI
- Business rules
- Product rules (general)
- Product supplier or FSP specific rules (general, not detail)
Accountable for transactions by processing after validation and communicating on progress (at start/ during and completion stages).
Using a workflow is fundamental
Liaise with teams regarding transactional progress/ follow up
Handling of queries as well as the Call Centre for Retail business
Check and validate adherence to business requirements regarding practice management
Performing a quality assurance function
Any other related function to ensure the smooth, efficient and zero defect of on boarding, processing and completion of transactions

Requirements:
National Senior Certificate
Preferably studying towards a financial or related qualification
2 years’ experience in a financial services or investment industry
Understanding of FICA and FAIS
Basic financial acumen
Microsoft Office proficient
Knowledge of Financial Service’s products / Unit Trusts
Excellent Attention to detail and Time management
Ability to work under pressure
Good communication skills
Clear credit and criminal record