Graduates BCom Finance / Investment Man / Economics 2015 start (Operations Consultant role in Cape Town)

Writing finals in November / December 2014? Get a head start with a leading blue chip Investment / Asset Managment Company. Apply for this role now and jump the queue.

The graduate roles are permanent and give young aspiring individuals an opportunity to gain experience in their chosen field, while earning a market-related salary and package. And that's not all! You will attend a training program for the first 3 - 6 months (dependant how quickly you progress). You will receive extensive and superior training.

Once training is complete you commence work in the relevant department and will receive ongoing on-the-job training with a dedicated mentor!

The role involves the following duties and responsibilities:

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. Academic results high 50%, 60% and one or more 70%. I do look at the overall picture though. If you had poor results in your first year but progressed in 2nd and 3rd year, I shall refer your CV and application to my client.
* 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