Business Operations Specialist
4 weeks ago
Job Summary
We are seeking a highly organized and detail-oriented Business Operations Specialist to join our team at Wenz Recruitment. The successful candidate will be responsible for ensuring the timely completion of all incoming work, maintaining contact with IFAs and clients, and performing various tasks related to life and retirement products.
Key Responsibilities
- Confirm receipt of instructions with clients via phone calls.
- Validate incoming client instructions for completeness and accuracy.
- Process new business transactions, existing business transactions, and amendments to static data.
- Ensure all incoming work is captured within required turnaround times.
- Respond to queries from clients, IFAs, and internal customers in a timely and diligent manner.
- Maintain records of all interactions with clients and IFAs on Siebel.
- Rectify errors in a timely and accurate manner.
- Liaise with clients and IFAs to ensure correct implementation of instructions.
- Support fellow team members and Team Coordinator.
Requirements
- Relevant experience and/or Business/Bcomm degree.
- Sound knowledge of the Unit Trust industry.
- Intermediate computer literacy in Word, Excel, and Email.
- Accuracy and attention to detail.
- Excellent time management and problem-solving skills.
- Excellent verbal and communication skills.
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