Consultant | Retail Operations | Group Savings & Retirement Fund Outflows (8385) at Allan Gray Proprietary Limited

Job Summary

Processing of incoming exit instructions (AGPE, AGPR, AGRA, AGLA & AGEN) in respect of:

• Withdrawals
• Court Orders
• Validate and verify exit instructions.
• Ensuring that all FICA requirements are complied with (where relevant).
• Liaise with clients, members and IFA’s on exit instructions.
• Timeous processing within SLA's.
• Continuous focus on process improvements to improve efficiency and reduce risk.
• Draft and maintain all process related documents.
• Efficient handling of enquiries from clients, members and IFA’s.
• Consulting with Legal, Tax and other departments.
• Providing clients, members and IFA’s with superior levels of service.
• Maintaining an audit trail of all interactions with clients, members and IFA’s on Siebel.
• Ad hoc duties and projects.

Job Responsibilities

• Effective management (planning, organizing, scheduling).
• Self-disciplined and ability to function well under pressure.
• Good verbal and written communication skills.
• Ability to work effectively as part of a team.
• Self-motivation and ability to work autonomously.
• Accuracy and exceptional attention to detail.
• Excellent problem solving skills.
• Diligent, trustworthy and responsible.
• Excellent time management skills.
• Methodical work ethic.
• Good judgement and discretion.
• Good knowledge management skills.