Job Description
• This position is within the Retail Division and the candidate will be reporting to the
• Team Coordinator.
• The job requires the candidate to work actively within a team and its daily processes
• and procedures.
• The candidate will be responsible for ensuring that all incoming work is seen to, that
• any pending work is followed up on time to ensure that the case is finalized and to
• maintain contact with IFA's and clients.
• This person will need to be flexible, energetic, and trustworthy, organized, self disciplined,
• and enjoy working in a team environment.
Main responsibilities
• Validating all incoming instructions with regards to
• Various legislative requirements relating to all applicable products
• Completeness and accuracy of instruction from client/broker
• Proof of payment or money transfer
• FICA requirements complied with (where relevant)
• Processing of incoming instructions in respect of
• New business transactions
o Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)
o Amendments to existing static data (investors, advisors, employers)
o Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.
• 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.

Qualifications
• Relevant experience – Relevant Business Degree or Job Related Experience would be an advantage but not essential.
• 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
• Client focused and self motivated
• Results orientated
• Ability to work effectively as part of a team
• Ability to accept responsibility for all tasks done