Financial Services Professional

7 days ago


Cape Town, Western Cape, South Africa Allan Gray Proprietary Limited Full time
Job Title: Financial Services Professional

We are seeking a highly skilled and experienced Financial Services Professional to join our team in Western Cape. As a key member of our operations team, you will play a critical role in ensuring the efficient processing of financial transactions and providing exceptional customer service.

About the Role
  • Processing of incoming exit instructions (AGPE, AGPR, AGRA, AGLA & AGEN) in respect of withdrawals, court orders, and other relevant matters.
  • Validating and verifying exit instructions to ensure accuracy and compliance with regulatory requirements.
  • Liaising with clients, members, and IFA's on exit instructions to provide timely and effective support.
  • Maintaining an audit trail of all interactions with clients, members, and IFA's on Siebel.
  • Performing ad-hoc duties and projects as required.
Requirements
  • Effective management skills, including planning, organizing, and scheduling.
  • Self-discipline and ability to function well under pressure.
  • Excellent verbal and written communication skills.
  • Ability to work effectively as part of a team.
  • Self-motivation and ability to work autonomously.
  • Accuracy and exceptional attention to detail.
  • Excellent problem-solving skills.
  • Diligent, trustworthy, and responsible.
  • Excellent time management skills.
  • Methodical work ethic.
  • Good judgement and discretion.
  • Good knowledge management skills.
Estimated Salary: R550,000 - R700,000 per annum

This is a challenging and rewarding opportunity for a motivated and results-driven individual to join our team and contribute to the success of our organization. If you have the skills and experience we are looking for, please submit your application.



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