**Quality Assurance Coordinator**, responsible for ensuring the quality and accuracy of client instructions.
1 month ago
The Quality Control team at Rory Mackie & Associates is responsible for scrutinizing client instructions to ensure they comply with established product and business rules. Our goal is to submit these instructions for processing within agreed-upon turnaround times.
Key Responsibilities:
- Verify client instructions accurately within specified deadlines
- Ensure all instructions include relevant details, such as CDD and RR of legal entities and individuals
- Be flexible with working hours as required by the function
- Maintain attention to detail to ensure work is completed within required cut-off times
- Understand and adhere to business rules and processing rules, working within the required SLA
- Collaborate with other team members to provide support during periods of absence
- Participate in scheduled training sessions to enhance skills and knowledge
- Analyze and resolve errors, taking full responsibility for the quality of work
- Adjust efficiently to new structures and processes
- Contribute to team goals by participating in regular team meetings
- Resolve queries in a timely manner
- Liaise with client service and advisor liaison consultants to resolve client instructions as needed
Requirements:
- Relevant degree or diploma
- Relevant work experience, preferably 1-2 years
- Financial Services experience, particularly in Asset Management, Retirement Funds, and Unit Trust Offshore
- Client Service Experience, an advantage
- Proficiency in Microsoft packages, Excel (intermediate), Word, and Outlook
- Knowledge of platform workflow systems
- Understanding of platform product rules and processes
We look for individuals with the following attributes:
- Ability to build and maintain meaningful relationships
- Driven by results
- Ability to recognize and adapt to change
- Client-focused and collaborative approach
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