Investments - Operations Consultant

2 weeks ago

Cape Town, South Africa ACE Recruitment (Pty) Ltd. Full time

**OPERATIONS CONSULTANT INVESTMENTS**

**Job description**

There is a high emphasis on solid process and systems knowledge, client servicing, swift resolution of inquiries, and the prevention of complaints.

**Key Attributes and Competencies**
- Excellent time management skills.
- Determined and resilient.
- Ability to work effectively individually and supports collaboration as part of a team.
- Accuracy and exceptional attention to detail.
- Ability to function well under pressure.
- Client-focused and self-motivated.
- Methodical, prioritises tasks and has work ethic.
- Exercises good judgement and discretion in creative problem solving.
- Accountable for all tasks done.
- Client focused and self-motivated.
- Diligent, trustworthy, and reliable.

**Responsibilities**

1. Processing of incoming instructions in respect of: o New investment administration for members joining Group RA employers. o Ensuring employer, IFA and member queries are attended to timeously with superior levels of service. o Ongoing servicing transactions including employer and member detail maintenance, regular contributions and contribution maintenance, member and employer status changes and member switches.

2. Validating all incoming instructions with regards to: o Various legislative requirements relating to Group Retirement Annuities. o Completeness and accuracy of instructions from Employers and IFA’s. o FICA requirements.

3. Liaising with Employers, and IFA’s to expedite the implementation of instructions received to meet our service delivery standards and with exceptional levels of client service.

4. Continuous focus on process improvements to increase efficiency and reduce risk.

5. Recording all interactions with all stakeholders.

6. Ad hoc duties and projects as may be required from time to time.

**Qualifications**
- Relevant experience: relevant business qualification and/or job/industry experience.
- At least six months Operations experience is preferable (negotiable)
- Excellent verbal and written communication skills
- Knowledge of Retirement Annuities advantageous

**Employment Type**
Full-time

**Salary**: From R22,000.00 per month

Application Question(s):

- This role will suit you if you a BCom graduate or are experienced in Unit Trusts, Life Funds, Pension Funds or LISP.

**Education**:

- Bachelors (required)

**Language**:

- Professional English (required)

  • Operations Consultant

    1 month ago

    Cape Town, South Africa Palesa Mbali Group Full time

    Operations Consultant – Investments An International Investment & Asset Management firm that has a reputation for being one of the best in the business, are growing their operations division as business is thriving.This permanent position will be based in Cape Town.The successful candidate purpose will be to build clients’ and advisers’ trust and...

  • Property Investment Consultant

    4 weeks ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    If you are driven by success and **SOLD** is your favorite four letter word, look no further because IGrow Wealth Investments, **SOUTH AFRICA’S #1 Property Investment group,** is looking for a **Property Investment Consultant** to join their family. You will **BENEFIT** from: - Our state-of-the-art internal systems for marketing - Innovative tools and...

  • Property Investment Consultant

    1 week ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    If you are driven by success and SOLD is your favorite four letter word, look no further because IGrow Wealth Investments, SOUTH AFRICA’S #1 Property Investment group, is looking for a Property Investment Consultant to join their family. You will BENEFIT from:Our state-of-the-art internal systems for marketingInnovative tools and technologyContinues...

  • Investment Consultant

    1 week ago

    Cape Town, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...

  • Graduate Investment Operations Consultant

    1 month ago

    Cape Town, South Africa Tracking Talent: a WilsonHCG Company Full time

    This is an amazing opportunity for recently qualified graduates looking for an entry-level, full-time position within one of South Africa’s largest Asset Managers. This is not an internship, it is a full-time position offering an excellent market-related salary. It is a fantastic way to jump-start your career in Financial Services. As a Graduate Retail...

  • Investment Consultant

    7 days ago

    Cape Town, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice...

  • Investment Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Willis Towers Watson Full time

    Job DescriptionThe RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to...

  • Investment Consultant

    7 days ago

    Cape Town, Western Cape, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice...

  • Investment Consultant

    1 week ago

    Cape Town, South Africa Willis Towers Watson Full time

    Job DescriptionThe RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to...

  • Investment Consultant

    1 week ago

    Cape Town, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...

  • Booking Agent

    2 weeks ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Booking Agent to join their team in Cape Town.Requirements:Grade 12At least 2 years of experience in a telesales roleMake 100 – 120 calls per dayMaintain professional telephone etiquettePositive, can-do attitudeBe professionalExperience in the property industry...

  • Junior Investment Consultant

    7 days ago

    Cape Town, South Africa Palesa Mbali Group Full time

    **Investment Consultant**, Cape Town One of our top clients that has a reputation for being one of the best in the Finance Industry is looking to appoint an Investment Consultant who will be completing their degree this year, and will be available to start their working career 1 December 2023. This is a PERMANENT position within a Client Service Centre...

  • Investment Client Services Consultant

    1 month ago

    Cape Town, South Africa Six Sense Full time

    Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

  • Investment Service Consultant

    1 month ago

    Cape Town, South Africa Belmar Personnel Full time

    Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

  • Investment Service Consultant

    1 month ago

    Cape Town, South Africa Hire Resolve Full time

    Hire Resolve's client is seeking an Investment Service Consultant! Our client is seeking a dedicated and knowledgeable individual to provide exceptional service and support to their clients in the investment industry. As an Investment Service Consultant, you will be responsible for assisting clients with their investment needs, answering inquiries, and...

  • Investment Operations Manager

    1 month ago

    Cape Town, South Africa Candidate Connect Full time

    Seeking a highly motivated individual to join a boutique investment team as an **Investment Operations Manager**. The focus of the role is to provide the business with support, in order to increase capacity and efficiency in administrating, monitoring and reporting on Clients' portfolios. This role is based in Cape Town. This is an Employment Equity...

  • Investment Consultant

    4 weeks ago

    Cape Town, South Africa Ikusasa Recruitment Group Full time

    The Role The investment consultant is able to join a well established fast growing company The investment consiltant will provide efficient admin support to the brokers In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in high level...

  • Graduate Investment Service Consultant

    1 month ago

    Cape Town, South Africa RPO Recruitment Full time

    RPO's client, Africa's largest privately owned investment management company, is seeking a recent graduate to join their team as an investment service consultant. As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their...

  • Investment Operations Analyst

    4 weeks ago

    Cape Town, South Africa Morningstar Full time

    **About the Role** **Responsibilities**: - Support the management of the daily cash flow allocation processing, pre - and post - trade compliance, trade execution processing as well as cash and position reconciliation. - Support the management of maintaining model portfolios on the various platforms. - Support the implementation process for portfolio...

  • Investment Service Consultant

    4 weeks ago

    Cape Town, South Africa Tracking Talent Full time

    The Investment Services Consultant’s role is to engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence. The company is focused on generating long-term wealth for their investors. Looking for recent Graduates with a 65% and above GPA for Matric and...