Unit Trust Professional

2 weeks ago


Cape Town, Western Cape, South Africa Wenz Recruitment Full time
{"Job Title": "Unit Trust Professional", "Job Description": "Job Summary

We are seeking a highly motivated and detail-oriented Unit Trust Professional to join our team at Wenz Recruitment. As a key member of our financial services team, you will be responsible for processing daily client transactions, ensuring accuracy and timeliness, and providing exceptional customer service.

Key Responsibilities
  • Process daily client transactions and instructions in a timely and accurate manner.
  • Perform validations on incoming client instructions and ensure compliance with FICA requirements.
  • Confirm receipt of instructions with clients and ensure all incoming work is captured within required turnaround times.
  • Attend to client queries in a timely and diligent manner.
  • Correct errors and manage pending cases in an accurate and timely manner.
  • Provide superior levels of service to clients and maintain records of all interactions on Siebel.
  • Perform ad hoc duties as required and process Finswitch and sales reports on a daily basis.
  • Investigate and resolve queries relating to unit transfer mismatch.
  • Assist Investments Admin with queries and provide support as needed.
Requirements
  • Relevant business or commerce degree.
  • Exceptional attention to detail and quality of work.
  • Accuracy and ability to function well under pressure.
  • Customer focus and self-motivation.
  • Results-oriented and ability to work effectively as part of a team.
  • Good communication skills and excellent time management skills.
  • Ability to accept responsibility for all tasks done and be flexible, energetic, trustworthy, organized, and self-disciplined.


Normal office hours apply. Please insert "Graduate Programme Unit Trust" in the subject line.

"}
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