Afrizan Validations Consultant Jobs in South Africa
Afrizan Validations Consultant Jobs in South Africa
SynopsisThis role is responsible for the complete validation of client instructions and requests.
The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the Company. Working across the operations team to meet the standard service level agreements.
Description
Validation for all PPS Investments LISP and Asset Management offering
Processing applications for all product streams
Coordination of Section 14 and 37 transfers
Ensure that each intermediary is licensed to sell our Products
Handling enquiries from client intermediaries and broader distribution force with first time resolution
Maintenance of commission arrangements with intermediaries
Management of documentation iro FICA & FAIS legislation and other regulatory requirements
Ensure our client and intermediaries comply with all regulatory requirements
Update client information on CRM
Management of stakeholder relationships to ensure improved client experience
Ensure all clients instructions are processed timeously and accurately
Follow up on all pending instructions
Ensure our clients comply with the prudent investment guidelines
Manage work allocated to you
Responsible to ensure that all client documentation is stored electronically as per
company policy
Prioritise all work allocated to administration and all client instructions within standard level agreements
Requirements
Ideal Experience:
1. 1 – 2 years’ experience in an administration environment within financial services / LISP / Asset Management
Ideal Qualifications:
Matric qualification a minimum requirement
Tertiary qualification would be to your advantage
Competencies and ideal personality attributes:
Technical knowledge
Attention to detail
Planning & organising
Communication skills
Client centricity
Results driven
Team success
Building & maintaining relationships
Resilience
Business acumen
Systems knowledge:
MS Office – intermediate level of MS Word & Excel
Sales Logix or another comparable CRM application is an advantage
How to Apply
For more information and job application details, see; Afrizan Validations Consultant Jobs in South Africa
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