Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternat...
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Manage flow of work items (Instructions, queries, requests)
Resolve rejections via email or telephonic
Manage exceptions of internal and external stakeholder
Log and resolve queries. Be able to give feedback on relevant queries as and when needed
Manage all inbound calls from IFA’s, their assistants, and our administration office
Work collaboratively with IFA’s and all relevant stakeholders
Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
Maintain agreed upon turnaround times on all administrative tasks
Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
Formulate and implement solutions based on Broker Corporate analysis
Promote the use of our transactional web
Report internal gaps and failures around our processes and service offering to the
Business Improvement team and share this within your peer group for further discussion and action where applicable
Attend regular team meetings
Understand the changing servicing needs of Advisors
Be able to build strong relationships with internal and external stakeholders
Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants
You should consider applying if you have:
Minimum 3 – 5 years relevant industry experience
A business focused degree
RPE/CFA/CFP will be advantageous
Matric qualification having passed both core mathematics and English
Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
Excellent understanding and navigation of Ninety One systems
Proficient in Microsoft Office Package
Excellent business writing skills
Business Afrikaans (reading, writing, and speaking) will be an advantage
Some of the attributes we look for in a person are:
The ability to build and maintain meaningful relationships
Driven by results
Recognise that the engine of career growth is driven by the individual
Ability to analyse, interpret and assimilate information
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