Helpdesk: RSA Retail Bonds at National Treasury

Qualification/s Requirements

• A minimum Grade 12 coupled with National Diploma (equivalent to NQF level 6) in Office Administration or Marketing; 
• A minimum 1-2 years’ work experience in Call Centre or related;
• Exposure to an Office Administration set-up environment; and 
• Basic knowledge of financial markets.

Key Performance Areas

Client Service Support: 

• Daily operation of RSA Retail Bond helpline; 
• Provision of all operational documents to clients on request;
• Serve as access point to attend to all queries related to RSA Retail Bond and related issues;
• Process telephonic application and acknowledge the receipt thereof in writing;
• Process telephonic roll overs and assign incident number for recording purposes; and 
• Guide and assist clients with online registration and application processes. 

General Office Administration: 

• Scan all incoming documentation for record and compliance purposes and easy electronic access; and 
• Assign incoming requests and documents to the back-office team responsible for actioning the request. 

Marketing and social media: 

• Assist with responding to queries made on social media posts; and 
• Participate in expos and marketing events.

Correspondence to stakeholders: 

• Prepare tax certificates and send-off by electronic mail to investors; 
• Prepare interest statements of investors and send by electronic mail; 
• Update investors on the status of their investments through electronic mail upon request; and 
• Reissue correspondence to investor upon request.