Senior Clerk: Operations Support

1 day ago

Centurion, South Africa AVBOB Full time

Reconcile broker codes and ensure codes are allocated correctly, facilitate record keeping of all documentation and correspondence of broker.
- Evaluate, process request to broker contracts, compile an addendum and send for authorisation.
- Communicate any broker changes to all stakeholders to effect changes and file all documentation in brokers file once amendment is finalized.
- Generate termination and suspension letters to brokers not meeting the required standards and ensure that all brokers’ investigations are recorded and reported to management.
- Facilitate the annual Personal Service Provider status verification of contracted brokers to ensure compliance with Tax legislations and facilitate administration of BBB-EE.
- Investigate received broker request from business stakeholders, New Business and Complaints department.
- Request the broker issued business report and scrutinize for any alarming patterns that propels for investigation, compile and refer the preliminary investigation report to Forensic department for an in-depth investigation.
- Communicate the final forensic report to the broker and broker consultant, thereafter refer to the fit and proper committee for review.
- Provide administration support to brokers, external broker call centers, group schemes and benefits.
- Assist with department functions in case of a team members’ absenteeism and assist with branches enquiries.
- Grade 12.
- Tertiary qualification
- 2 - 3 years experience in administration
- RE1/RE5 will be a strong advantage
- Intermediate Computer Skills (Ms Office, Excel and E-mail)
- Extensive experience in providing administrative support
- Experience in coordinating projects will be an advantage
- Extensive knowledge of Financial Advisory and Intermediary Services Act & Regulations
- Ability to identify fraudulent/suspicious practices
- Excellent verbal and written communication skills.
- Good interpersonal skills to work with management and suppliers.
- Ability to pay attention to detail
- Ability to work under pressure and still be effective

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