Aministratration Consultant - Cape Town
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