Administration (Validations) Consultant - Nuweland, South Africa - PPS Recruitment

PPS Recruitment

Verified Company

Nuweland, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Job Advert Summary:

This role is responsible for the complete validation of client instructions and requests.

The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the Company.

Working across the operations team to meet the standard service level agreements.

Minimum Requirements:

Relevant supporting tertiary qualification is a pre-requisite.
A minimum of 5 years' experience in an administration environment within financial services / LISP / Asset Management environment would be an advantage.
MS Office - intermediate level of MS Word & Excel.

Ideal competencies & attributes:

Technical knowledge
Attention to detail
Planning & organising
Communication skills
Client centricity
Results driven
Team success
Building & maintaining relationships
Resilience
Business acumen

Duties and Responsibilities:

Validation for all PPS Investments LISP and Asset Management offering
Coordination of Section 14 and 37 transfers
Ensure that each intermediary is licensed to sell our Products
Handling enquiries from client intermediaries and broader distribution force with first time resolution
Maintenance of commission arrangements with intermediaries
Management of documentation iro FICA & FAIS legislation and other regulatory requirements
Ensure our client and intermediaries comply with all regulatory requirements
Update client information on CRM
Management of stakeholder relationships to ensure improved client experience
Ensure all clients instructions are processed timeously and accurately
Follow up on all pending instructions
Ensure our clients comply with the prudent investment guidelines
Manage work allocated to you
Responsible to ensure that all client documentation is stored electronically as per company policy

Prioritise all work allocated to administration and all client instructions within standard level agreements