This position is within the Retail Division, Limited and the candidate will be reporting to the Team Leader. The candidate will be responsible for the accurate capturing, indexing, allocation and 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 on.

Main responsibilities :-

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 organisational skills.

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.

Qualifications

Relevant business / commerce degree or current related experience.

Sound knowledge of the financial industry an advantage.

Intermediate Computer Literacy – Word, Excel, Email.

Skills/Competencies and experience

Main Function:

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 (Domestic   Unit Trusts, Offshore Mutual Products, Individual Retirement    Products) through any of the following means:

Incoming faxes via Siebel

Original instructions received from walk in clients

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 on the Siebel System

Preparation and posting of brochures for all the Domestic Unit Trusts, Offshore Mutual Products,

Individual Retirement Products

Scanning and photocopying

Sorting and distribution of incoming mail

Filing and Metro File Maintenance

Mailing of marketing material across all products

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)

Secondary Function (Controls):

To perform daily Service request reconciliations to ensure all work items have been processed

Exception reporting and resolution

To prepare daily management reports centred around work co-ordination

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

Ref: CPT000914/FK