UT and Lisp Operations Investor Services

ACR-458

Description

This position is within the Investor Services Division of a leading Asset Manager 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:
o Various legislative requirements relating to all applicable products
o Completeness and accuracy of instruction from client/broker
o Proof of payment or money transfer
o FICA requirements complied with (where relevant)
? Processing of incoming instructions in respect of:
o 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.
? 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 or Job Related Experience would be an advantage but not essential. Examples of job related experience include work experience in large Financial Institutions within Employee Benefits, Individual Life, Group Schemes, Unit Trust departments and Trust Companies
? 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