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LISP Administrator

2 weeks ago

Midrand, Gauteng, South Africa Talent Match Consulting Full time R250 000 - R500 000 per year
Introduction

A leading investment company is searching for LISP Administrators or Consultants to join their team.

You will be responsible to deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated Wealth investment platform

Duties & Responsibilities
  • To service all Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all Wealth products telephonically and via written correspondence within the service levels goals
  • Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
  • Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all  Wealth products and fund performance
  • Resolving internal and external queries from financial advisers and clients
  • Proactively retain and attract business by providing excellent service to advisers and clients
  • Ensure accurate record keeping through service-related administrative tasks
  • Assist with database updates and information maintenance
  • Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
  • Apply TCF principles in daily tasks
Desired Experience & Qualification
  • Minimum qualification:
  • DEGREE: Financial/Business degree (NQF Level 7)
  • 2-3 Years minimum experience
  • Excellent verbal and written communication skills (Essential)
  • Knowledge and interest in finance and investment management

Should you not have had a response, please consider your application as unsuccessful