Ability to communicate with a variety of individuals on all levels to obtain and confirm information
Maintain high level of professionalism, competence and confidentiality
Build positive and productive client relationships
Liaise with clients’ partners, admin and finance teams
Work effectively in a team.
Call Centre - receiving and making calls to clients, partners, brokers and administrators
CIS transactions – forward to Silica, including new business, redemptions, switches, transfers, updates.
Processing rejected instructions on AWD
Adhoc testing on Silica, AWD and Web portal
Daily monitoring the unreconciled items on Silica Reports
FICA where applicable
Liaise with partners, investors
Investor and broker queries
Liaise with admin and system administrators
Ensure that all necessary information is maintained and updated in a database for easy access
Distribute portfolio information where and to whom required.
Ad-hoc admin tasks
Assist with risk identification
Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the Administrator.
Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs
Skills Required:
Relevant diploma or degree
Minimum of 2 years relevant experience.
Excel skills is essential.
Basic understanding of unit trusts and investments
Keep up to date with regulatory changes
Knowledge of Technology Silica, AWD and Standard Bank Online
An ability to work accurately under pressure to meet deadlines.
An ability to take initiative and work independently.
Attention to detail
Ability to communicate effectively at various levels.
An ability to think analytically and identify and solve problems effectively.
Gmail
Yahoomail