Aministratration Consultant - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 22-02-2018 11:45:11 AM
19-04-2018 11:45:11 AM
Overview:

This role is responsible for the complete validation of client instructions and
requests. The incumbent is a Validations Consultant, ensuring accurate and
efficient processing of instructions whilst strengthening and maintaining
relationships between clients/intermediaries and the Company. Working
across the operations team to meet the standard service level agreements.

Key Duties:

• Validation for all LISP and Asset Management offering

• Processing applications for all product streams

• Coordination of Section 14 and 37 transfers

• Ensure that each intermediary is licensed to sell our Products

• Handling enquiries from client intermediaries and broader distribution force with first time resolution

• Maintenance of commission arrangements with intermediaries

• Management of documentation iro FICA & FAIS legislation and other regulatory requirements

• Ensure our client and intermediaries comply with all regulatory requirements

• Update client information on CRM

• Management of stakeholder relationships to ensure improved client experience

• Ensure all clients instructions are processed timeously and accurately

• Follow up on all pending instructions

• Ensure our clients comply with the prudent investment guidelines

• Manage work allocated to you

• Responsible to ensure that all client documentation is stored electronically as per company policy

• Prioritise all work allocated to administration and all client instructions within standard level agreements


Work Experience:

• 1 – 2 years experience in an administration environment within Financial
Services / LISP / Asset Management

Qualification:

• Matric qualification a minimum requirement

• Tertiary qualification would be to your advantage


Competencies:

• Technical knowledge

• Attention to detail

• Planning & organising

• Communication skills

• Client centricity

• Results driven

• Team success

• Building & maintaining relationships

• Resilience

• Business acumen