Operations Consultant

2 weeks ago

CapeTown, South Africa Adzuna ZA B C2 Full time

The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFAs and clients. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment.

Key areas of responsibility

  • Confirming receipt of instructions with clients telephonically.
  • Performing validations on incoming client instructions in relation to:
  • Various legislative requirements relating to life and retirement products
  • Completeness and accuracy of instruction from client/broker
  • Proof of payment or money transfer
  • FICA requirements complied with (where relevant)
  • Processing of incoming instructions in respect of:
  • New business transactions
  • Existing business transactions (investments, retirements, withdrawals & switches)
  • Amendments to existing static data (investors, advisors, employers)
  • Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.
  • Attending to queries from clients, IFAs and internal customers and responding to queries on time and diligently.
  • Providing clients/ IFAs with superior levels of service
  • Maintaining records of all interactions with clients / IFAs on Siebel
  • Correct and timeous rectification of errors
  • Liaise with clients / IFAs regarding the correct implementation of instructions received to meet with our service delivery standards to our clients.
  • Support fellow team members and Team Coordinator.
  • Add hoc duties as may be required from time to time.

Job specification

Relevant experience Relevant Business/Bcomm Degree or Job Related Experience would be an advantage but not essential. Sound knowledge of the Unit Trust industry would also be an advantage.

Intermediate Computer Literacy Word, Excel, Email

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

  • Operations Consultant

    2 weeks ago

    CapeTown, South Africa Wenz Recruitment Full time

    The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFAs and clients. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment. Key areas...

  • Post-Trade Operations

    3 weeks ago

    CapeTown, South Africa Adzuna ZA B C2 Full time

    Main purpose of the roleThe Post-Trade Operations Team is responsible for performing various administrative duties relating to local and offshore trades for clients. As a key specialist in the Post-Trade Operations team, this individual will ensure that all equity, fixed income, and derivative trades are accurately and timeously confirmed and settled. They...

  • Post-Trade Operations

    2 weeks ago

    CapeTown, South Africa Wenz Recruitment Full time

    Main purpose of the role The Post-Trade Operations Team is responsible for performing various administrative duties relating to local and offshore trades for clients. As a key specialist in the Post-Trade Operations team, this individual will ensure that all equity, fixed income, and derivative trades are accurately and timeously confirmed and settled....

  • Senior Employee Benefits Consultant

    2 weeks ago

    CapeTown, South Africa The Recruitment Council Full time

    Are you seeking a dynamic opportunity within the realm of financial services? A leading player in the industry is currently searching for a Senior Employee Benefits Consultant to join their esteemed team. With a focus on providing top-tier services to clients, this company values expertise, innovation, and dedication. As a Senior Employee Benefits...

  • Tour Consultants Cape Town

    2 weeks ago

    CapeTown, South Africa Executive Placings Full time

    Leading Tour Company is looking for energetic, well-travelled, passionate individuals who love everything about travel and who have a passion for turning holiday dreams into reality. The travel consultants provide world-class service by effectively managing and coordinating the selling and booking of holiday packages to the Travel Agent, to achieve personal...

  • Sales Consultant

    2 weeks ago

    CapeTown, South Africa Adzuna ZA B C2 Full time

    The ideal candidate is an enthusiastic, well-networked professional who ensures the company implements sales strategies to excel at client management and sales operations.The position requires a good general insight into the payment industry and the ability to optimize the salesforce infrastructure and contribute to developing our growing customer base....

  • Sales Consultants

    2 weeks ago

    CapeTown, South Africa Adzuna ZA B C2 Full time

    We are an established Financial Services Provider, proudly operating since 1994. Our focus lies in empowering promising young South Africans through our Leadership Development Programme, offering a gateway to forge a successful sales career. Our profound passion revolves around catalyzing positive life transformations. This fervor drives our commitment to...

  • SAP Lead

    2 weeks ago

    CapeTown, South Africa Armstrong Appointments Full time

    Main job function As a part of Global IT team, reporting to CIO, the person will be responsible for Supporting ERP (SAP) globally, on Sales and Distribution, Material Management, Supply Chain, Manufacturing, Finance and Controlling modules by being the focal point for Maintenance, Projects & QA/Testing. Maintenance: Gathering details of bugs/issues that...

  • Broker Support Agent

    1 week ago

    CapeTown, South Africa Nedbank Full time

    Requisition Details & Talent Acquisition ContactREQ: 131223Talent Acquisition Consultant: Lerato SitholeLocation: Western CapeCluster: Wealth- InsuranceClosing Date: 03 May 2024 Job FamilySales And ServicesCareer StreamSalesLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeBy supporting the Risk Advisor within Nedbank...

  • Broker Support Agent

    2 weeks ago

    CapeTown, South Africa Nedbank Full time

    Requisition Details & Talent Acquisition ContactREQ: 131223Talent Acquisition Consultant: Lerato SitholeLocation: Western CapeCluster: Wealth- InsuranceClosing Date: 23 February 2024 Job FamilySales And ServicesCareer StreamSalesLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeBy supporting the Risk Advisor within...

  • Head of Corporate Finance – FMCG Retail

    2 weeks ago

    CapeTown, South Africa Service Solutions Full time

    International premium FMCG brand is seeking to employ a Head of Corporate Finance to join their ever growing teamManage the process leading to accurate budgets and forecasts as well as statutory closings. As the custodian of the Internal Control System, implement and assess internal controls across the business and implement finance related corporate...

  • Head of Corporate Finance – FMCG Retail

    2 weeks ago

    CapeTown, South Africa Service Solutions Full time

    International premium FMCG brand is seeking to employ a Head of Corporate Finance to join their ever growing team Manage the process leading to accurate budgets and forecasts as well as statutory closings. As the custodian of the Internal Control System, implement and assess internal controls across the business and implement finance related corporate...

  • Financial Manager

    3 weeks ago

    CapeTown, South Africa Adzuna ZA B C2 Full time

    Financial Manager Area: Epping, Cape Town Salary: R85000 to R95000 p/m depe4nding on qualifications and experience Position SummaryResponsible for managing the Finance division and for implementing tactical initiatives tosupport strategic decisions. Essential Duties and ResponsibilitiesOversee and manage the financial operations.Contribute and participate in...

  • Financial Manager

    2 weeks ago

    CapeTown, South Africa Watershed Consulting Full time

    Financial Manager Area: Epping, Cape Town Salary: R85000 to R95000 p/m depe4nding on qualifications and experience Position Summary Responsible for managing the Finance division and for implementing tactical initiatives to support strategic decisions. Essential Duties and Responsibilities Oversee and manage the financial operations. Contribute...