Training, Process and Quality Assurance LISP Investment Environment - Claremont
Job Title: Training, Process and Quality Assurance LISP Investment Environment
Location: Western Cape, City of Cape Town, Cape Town
Job Type: Permanent, expected to work Full-Time hours
Primary Industry: Banking and Finance
Qualifications: Bcomm
Skills: Training, LISP, Retirement Products, Creating Processes, Monitoring processes, Creating process documents, Creating workflow documents, Risk mitigation, Quality Assurance, Interpersonal skills
We are a wealth management company focused on individual financial planning, with asset management and LISP integrated business units and entities.
Job Duties:
- Provide training on LISP investment products and processes
- Create and implement efficient processes related to retirement products
- Monitor processes to ensure compliance and effectiveness
- Develop process documents and workflow documents
- Implement risk mitigation strategies
- Conduct quality assurance checks on processes and products
- Demonstrate strong interpersonal skills in interactions with team members and stakeholders
Required Qualifications:
- Bachelor's degree in Commerce or related field
Experience:
- Prior experience in training and process development in a financial environment
- Experience working with LISP investment products
Knowledge and Skills:
- In-depth understanding of retirement products and financial processes
- Strong ability to create and implement processes
- Proficient in risk mitigation techniques
- Demonstrated quality assurance skills
- Excellent interpersonal skills for effective communication
Preferred Qualifications:
- Professional certification in training or quality assurance
- Advanced degree in Finance or related field
Working Conditions:
- Office-based role in Claremont, Cape Town, Western Cape
- Full-time position with standard office hours
- Potential travel for training purposes
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