Investments - Operations Consultant - Cape Town, South Africa - ACE Recruitment (Pty) Ltd.

Description

There is a high emphasis on solid process and systems knowledge, client servicing, swift resolution of inquiries, and the prevention of complaints.

• Excellent time management skills.
• Determined and resilient.
• Ability to work effectively individually and supports collaboration as part of a team.
• Accuracy and exceptional attention to detail.
• Ability to function well under pressure.
• Clientfocused and selfmotivated.
• Methodical, prioritises tasks and has work ethic.
• Exercises good judgement and discretion in creative problem solving.
• Accountable for all tasks done.
• Client focused and selfmotivated.
• Diligent, trustworthy, and reliable.

• Processing of incoming instructions in respect of: o New investment administration for members joining Group RA employers. o Ensuring employer, IFA and member queries are attended to timeously with superior levels of service. o Ongoing servicing transactions including employer and member detail maintenance, regular contributions and contribution maintenance, member and employer status changes and member switches.
• Validating all incoming instructions with regards to: o Various legislative requirements relating to Group Retirement Annuities. o Completeness and accuracy of instructions from Employers and IFA's. o FICA requirements.
• Liaising with Employers, and IFA's to expedite the implementation of instructions received to meet our service delivery standards and with exceptional levels of client service.
• Continuous focus on process improvements to increase efficiency and reduce risk.
• Recording all interactions with all stakeholders.
• Ad hoc duties and projects as may be required from time to time.

• Relevant experience: relevant business qualification and/or job/industry experience.
• At least six months Operations experience is preferable (negotiable)
• Excellent verbal and written communication skills
• Knowledge of Retirement Annuities advantageous

• This role will suit you if you a BCom graduate or are experienced in Unit Trusts, Life Funds, Pension Funds or LISP.

• Bachelors (required)

• Professional English (required)