My client is a large international Investment company, with offices in Cape Town. The role includes the quality checking (QC) of instructions to ensure all requirements are met for said instructions to be processed. This must be done accurately and within agreed upon turnaround times. These instructions include CDD and RR for legal entities and individuals. The potential candidate must be flexible in the working hours as required by this function as you might have to fulfill the role even outside normal working hours. You will be required to provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) to have the project completed. To check (QC) instructions accurately within agreed upon turnaround times These instructions include the CDD and RR of all legal entities and individuals To be flexible in the working hours as required by this function Ensure work is completed within the required cut–off times 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 Adjusting 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 broker consultants to resolve all instructions if and when required Ensuring forms are completed correctly Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks) Technical Knowledge: 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 System Skills: Computer literate - Microsoft packages, Excel (intermediate), Word and Outlook Knowledge of platform workflow systems Knowledge of the platform product rules and processes PLEASE NOTE: Only suitably qualified candidates will be contacted. Market-related Apply Now

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