Afrizan Validations Consultant Jobs in South Africa

Afrizan Validations Consultant Jobs in South Africa


Synopsis

  • This 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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