Job Description
• The candidate will be responsible for the accurate distribution of work based on cut-off times and work types, ensuring that business turnaround times are met.
• The candidate will also be responsible for various types of reporting centered around work coordination and will be required to perform duties within specified processes and deadlines as well as ad hoc duties and additional responsibilities from time to time.
Key Responsibilities
• To manage and monitor all the daily queues and workflow
• To manage the distribution allocation of all incoming work
• The identifying and allocation of all client instructions received within the dedicated deadlines to the relevant Administration teams through any of the following means:
o Incoming faxes
o Original instructions received from walk in clients
o Original instructions received via the mail post
• To identify and split any service requests where there is a requirement to do so
• Creating new client contacts
• Preparation and posting of brochures for all the company’s major products
• Scanning and photocopying
• Sorting and distribution of incoming mail
• Filing and Metro File maintenance
• Mailing of marketing material across all products
• Support to the head of Retail Client Services and the Administration teams in ad-hoc duties as required
• Management of cut-off times
• Support fellow team members and team coordinator
• To ensure timeous processing of daily workflow so as to meet/exceed client expectations and Service Level Agreements (SLA’s)

• To perform daily service request reconciliations to ensure all work items have been processed
• Exception reporting and resolution
• To identify trends (trend analysis)
• To report any queue irregularities
• To recommend efficiencies to existing processes and provide input to new processes
• To document all processes, procedures and controls and ensure material is continually updated as relates the work function
• Implement controls to mitigate processing risk, particularly associated with work distribution, cut-off’s and turnaround times
• Assist with an queries/provide knowledge support where required
• Ad hoc duties/projects as may be required from time to time
Qualifications
• Relevant business / commerce degree or current related experience
• Sound knowledge of the Unit Trust / LISP industry an advantage
• Intermediate Computer Literacy – Word, Excel, Email
Skills/Competencies and experience
• Accuracy and attention to detail
• Ability to accept responsibility for all tasks done
• Ability to ensure a thorough knowledge of processes and procedures
• Ability to function well under pressure
• Ability to work effectively as part of a team
• Computer Literacy
• Deadline Driven
• Excellent time management skills
• Excellent verbal and written communication skills
• Excellent Problem Solving skills
• Flexible, energetic, trustworthy, organised, self disciplined
• Good communication skills
• Results orientated
• Self motivation
• The highest standards of personal integrity