Reference : 12526
Date Added: 2011-12-21

Job Description

A fantastic career opportunity has come available at a leading Cape Town based Asset Manager for a Unit Trust Operations Consultant. The ideal candidate for this position will have a tertiary qualification, strong communication skills and a good understanding of Unit Trusts.

The main duties of the position 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: R180 000 cost to company per annum

Benefits include medical aid, pension/provident fund, company incentives and performance related incentives

Consultant: Ryan De Stadler

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