PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.
Responsibilities:
Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
Confirm all processed instructions to clients and financial advisers
Adhere to all operational processes and minimise operational errors
To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
Deal with queries from junior administrators, client service consultants and other internal stakeholders
Assist with special projects and assignments as agreed on an ad hoc basis
Apply TCF principles in daily tasks
Minimum Requirements:
A relevant financial or business degree (NQF Level 7)
Strong technical and business experience in the administration of a LISP platform
1-2 years in the financial services industry
Excellent verbal and communication skills
Competencies:
Numeric ability
Client focussed
Accuracy skills essential
Strong verbal and written communication skills
Ability to work under pressure
Ability to deal with complexity
Systematic and organised
Attention to detail
Ability to recognise, communicate and assist in solving problems
Ability to prioritise and function positively under pressure
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