Trust Administrator - Pretoria Verfied

Salary Negotiable Pretoria, Gauteng Pretoria, Gauteng more than 14 days ago 14-02-2017 4:01:45 PM
28-02-2017 4:01:45 PM

One of our clients, an established, fast growing property investment company situated in Pretoria is urgently looking for a Trust Administrator

You must be energetic, organized, self-disciplined, and flexible and enjoy 
working in a team environment. You will be required to perform the day to day processing of administration in the Retail Unit Trust Department. As well as being responsible for processing instructions that have been received and process instructions from validations to client contact, confirmations and data capturing on the system. 

Requirements

Sound Knowledge and Relevant Experience within the Financial Industry coupled with a, Relevant Business Degree or studying towards.
Matric 
Excellent verbal and written communication skills (good voice and good diction) 
Be Bilingual 
ITC/CRIM Clear 
Computer Literate (Intermediate Level) 
Accuracy and attention to detail 
Excellent time management and problem solving skills 
Ability to function well under pressure 
 

Competencies Required:

The processing of all daily client transactions/instructions received via workflow. 
Performing validations on incoming client instructions and ensuring that this is done accurately and timorously within the given deadlines. 
Ensuring that all FICA requirements are complied with (where relevant). 
Confirming receipt of instructions with clients telephonically. 
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 timeously and diligently. 
The correction of all errors in an accurate and in a timely manner. 
To manage pending cases as well as client follow ups. 
To ensure processing of daily workflow so as to meet/exceed client expectations and SLA's. 
Providing clients/ brokers with superior levels of service 
Maintaining records of all interactions with clients / IFA’s on company system. 
Ad hoc duties may be required from time to time. 

Ref: CPT000258/LC