Reference : 12449
Date Added: 2011-12-08

Job Description

A great opportunity has come available for an experienced Financial Administrator with Unit Trusts or Investments experience. To apply for this position you need to be an SA Citizen with relevant experience and a relevant tertiary qualification or working towards a relevant tertiaryqualification. The main duties of the role include:

The processing of all daily client transactions/instructions received via workflow

Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines

Ensuring that all FICA requirements are complied with (where relevant)

Confirming receipt of instructions with clients telephonically

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

Attending to queries from clients, IFA’s and internal customers and responding to queries timeously and diligently

The correction of all errors in an accurate and timeous manner

To manage pending cases as well as client follow ups

To ensure timeous processing of daily workflow so as to meet/exceed client expectations and SLA's

Providing clients/ brokers with superior levels of service

Maintaining records of all interactions with clients / IFA’s on Siebel

Ad hoc duties may be required from time to time.

EXPERIENCE AND 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

KEY ATTRIBUTES AND COMPETENCIES

Excellent time management skills

Excellent problem solving skills

Excellent verbal and written communication skills

The highest standards of personal integrity

Accuracy and Attention to detail

Ability to function well under pressure

Client focus

Self-motivation

Results orientated

Ability to work effectively as part of a team

Ability to accept responsibility for all tasks done

The job requires someone who is energetic, flexible, organised, trustworthy and self-disciplined and who enjoys working in a team environment.

Salary Range: R156 000 to R180 000 per annum

Consultant: Ryan De Stadler

Send To A Friend

Recommend a friend to us and simply receive a gift voucher.

To claim your free voucher recommend a friend or colleague to us and if they get placed in a job you'll receive your gift voucher. All we need from you is to complete the information below. If you are registered Candidate on Contract Accountant’s Database, and you refer an individual who we then successfully place into a job, we will offer you a token of our sincere appreciation in the form of a R200.00 gift voucher.