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Quality Control Administrator
1 month ago
In this role you will:
- Check (QC) instructions accurately within agreed upon turnaround times
- These instructions include the CDD and RR of all legal entities and individuals
- Be flexible in the working hours as required by this function
- Ensure work is completed within the required cutoff times
- Be responsible for understanding and adherence to business rules and processing rules and working within the required SLA
- Assist other team members when necessary provide cover during periods of absence
- Attend scheduled training sessions
- Investigate, resolve, and take full responsibility for errors made
- Adjust efficiently within new structures
- Participate in achieving the goals of the team
- Attend regular team meetings
- Resolving queries in a timeous manner
- Liaise with client service and advisor liaison consultants to resolve all instructions if and when required
- Ensure forms are completed correctly
- Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)
Qualifications and Experience:
- Relevant 1 - 2 years working experience
- Relevant degree/diploma (advantage)
- Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience advantage
- Client Service Experience - advantage
- Computer literate - Microsoft packages, Excel (intermediate), Word and Outlook
- Knowledge of platform workflow systems
- Knowledge of the platform product rules and processes
Key Attributes:
- The ability to build and maintain meaningful relationships
- Driven by results
- Ability to recognise and embrace change
- A client focused and collaborative approach
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