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Training, Process and Quality Assurance LISP Investment Environment

3 months ago

Cape Town, South Africa HR Genie Full time
Job Title: Training, Process and Quality Assurance LISP Investment Environment

Location: Western Cape, City of Cape Town, Cape Town

Job Type: Permanent, expected to work Full-Time hours

Primary Industry: Banking and Finance

Qualifications: Bcomm

Skills: Training, LISP, Retirement Products, Creating Processes, Monitoring processes, Creating process documents, Creating workflow documents, Risk mitigation, Quality Assurance, Interpersonal skills

We are a wealth management company focused on individual financial planning, with asset management and LISP integrated business units and entities.

Job Duties:
  • Provide training on LISP investment products and processes
  • Create and implement efficient processes related to retirement products
  • Monitor processes to ensure compliance and effectiveness
  • Develop process documents and workflow documents
  • Implement risk mitigation strategies
  • Conduct quality assurance checks on processes and products
  • Demonstrate strong interpersonal skills in interactions with team members and stakeholders
Required Qualifications:
  • Bachelor's degree in Commerce or related field
Experience:
  • Prior experience in training and process development in a financial environment
  • Experience working with LISP investment products
Knowledge and Skills:
  • In-depth understanding of retirement products and financial processes
  • Strong ability to create and implement processes
  • Proficient in risk mitigation techniques
  • Demonstrated quality assurance skills
  • Excellent interpersonal skills for effective communication
Preferred Qualifications:
  • Professional certification in training or quality assurance
  • Advanced degree in Finance or related field
Working Conditions:
  • Office-based role in Claremont, Cape Town, Western Cape
  • Full-time position with standard office hours
  • Potential travel for training purposes

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