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Operations Consultant - Gauteng

OPERATIONS CONSULTANTPerm, CTC Salary 240k – R300k per annum NEG – depending on skills and experience,Company based CBD, candidate must be flexible. Normal company benefits apply.Our client, a Prestige Financial Services Company based in the CBD has exciting opportunities available within their Retail Division.The job requires the candidate to work actively within a team and its daily processes and procedures. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFA’s and clients. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment. Key areas of responsibilityConfirming receipt of instructions with clients telephonically.Performing validations on incoming client instructions in relation to:Various legislative requirements relating to life and retirement productsCompleteness and accuracy of instruction from client/brokerProof of payment or money transferFICA requirements complied with (where relevant)Processing of incoming instructions in respect of:New business transactionsExisting business transactions (investments, retirement’s, withdrawals & switches)Amendments to existing static data (investors, advisors, employers)Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.Attending to queries from clients, IFA’s and internal customers and responding to queries on time and diligently.Providing clients/ IFA’s with superior levels of serviceMaintaining records of all interactions with clients / IFA’s on SiebelCorrect and timeous rectification of errorsLiaise with clients / IFA’s regarding the correct implementation of instructions received to meet with our service delivery standards to our clients.Support fellow team members and Team Coordinator.Add hoc duties as may be required from time to time.Job specificationRelevant experience – Relevant Business/Bcomm Degree or Job Related Experience would be an advantage but not essential. Sound knowledge of the Unit Trust industry would also be an advantage.Intermediate Computer Literacy – Word, Excel, EmailCompetenciesAccuracy and Attention to DetailExcellent Time Management SkillsExcellent Problem Solving SkillsExcellent Verbal and Communication skillsAbility to function well under pressureShould you fit the profile please email careerswenzrecruitment.co.za https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUwNjkwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ&jid1191154&xid1266_50690 Apply Now
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