Operations Specialist: Indexing
6 days ago
About the Role
The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier. This role requires a detail-oriented individual with excellent analytical skills and a strong focus on client needs.
Key Responsibilities
- Verify instructions received in various mailboxes and accurately direct them according to specific work types.
- Index and scan documentation on the company's internal system within Service Level Agreement times.
- Investigate causes of undelivered mail and rectify the address on record where necessary.
- Recon of all incoming emails and faxes.
- Participate in the training process, complete assignments, and pass assessments within the agreed timeframe.
- Build relationships with internal departments to enhance organizational effectiveness and efficiency.
- Actively display the Glacier Culture.
Requirements
- Matric / Grade 12.
- Relevant tertiary qualification advantageous.
- Preference given to candidates with indexing experience.
- 2 years' experience in finance or investment industry.
- Ability to communicate fluently in both Afrikaans and English.
About Us
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries, and pride ourselves on our superior products and solutions and high-quality service.
Closing
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
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