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
Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)
Amendments to existing static data (investors, advisors, employers)
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