Consultant - Cape Town, South Africa - Allan Gray

Allan Gray

Verified Company

Cape Town, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Responsibilities:

Processing of incoming instructions in respect of:

New business transactions

Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)
Amendments to existing client information (investors, advisors, employers)
Validating all incoming instructions with regards to:

- o Various legislative requirements relating to all applicable products- o Completeness and accuracy of instruction from client/IFA- o Proof of payment or money transfer- o FICA requirements complied with (where relevant)

Ensuring all incoming work is captured within required turnaround times and before relevant cut off times

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.

Requirements:

Relevant experience
Relevant Business Degree and/or Job Related Experience would be an advantage. 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, Emai
Key Attributes & Competencies:
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
Ability to work effectively as part of a team but also independently.
Ability to accept responsibility for all tasks done
Location:
The Silo Office in V&A Waterfront, Cape Town.