Business Operations Specialist

2 days ago


Cape Town, Western Cape, South Africa Bright City Talent Full time

At Bright City Talent, we are seeking a highly skilled Business Operations Specialist to join our team in Cape Town. This is a fantastic opportunity for an ambitious individual to take on a key role in ensuring the high service standard is maintained through building strong client relationships and delivering excellent client service.

The successful candidate will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on.

We estimate the salary for this position to be around R300,000 per annum, depending on experience.

Key Responsibilities:

  • Checking and accurately processing all incoming or pending instructions.
  • New business transactions, (e.g. opening a new investment account)
  • Providing clients and advisers with a superior level of client service through call and email communications
  • Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
  • Knowledge of various legislative requirements relating to Insurance, Finance and Investment products

Requirements:

  • Completed Bachelors Degree within in Finance
  • Sound knowledge of Life Insurance including Pension Funds and Unit Trusts
  • Some job-related experience as a Volunteer or Intern
  • Client-focused with strong verbal and written communication skills
  • Intermediate computer literacy skills in Microsoft Word or Excel

Location: Head Office, Cape Town.



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