Unit Trust Administrator, Location, City Centre, Durban City, Advertised By Agency, Job Type Full-Time, Perm, CTC Salary 160K – 200K negotiable – depending on experience, Company based CBD, candidate must be flexible. Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Bulk Specialist to adopt the responsibility for the accurate and timeous processing of investor’s instructions and whatever else is necessary to ensure excellent client delivery whilst upholding the values, standards and integrity of the company.

The Job Specifications are as follows however not limited to in any way:-

Key Areas of Responsibility:- Must have experience as a bulk administrator and or consultant. The processing of all daily client transactions/instructions received via workflow.  Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines. Ensuring that all FICA requirements are complied with (where relevant). Confirming receipt of instructions with clients. Ensuring all incoming work is captured within required turnaround times and before relevant cut-offs. Attending to queries from clients timeously and diligently. The correction of all errors in an accurate and timeous manner. To manage pending cases as well as client follow ups. To ensure timeous processing of daily workflow so as to meet/exceed client expectations and SLA's. Providing clients with superior levels of service. Maintaining records of all interactions with clients on Siebel. Ad hoc duties may be required from time to time. Processing of Finswitch and the sales report on a daily basis. Processing of all Transfer instructions end to end. Investigate and resolve queries relating to unit transfer mismatch. Assisting Investments Admin with queries.

Qualification and Competencies:- Relevant business / commerce degree or current related experience. Sound knowledge of the Unit Trust industry an advantage. Exceptional attention to detail Exceptional quality of work Accuracy, Ability to function well under pressure, Customer focus, Self motivation, Results orientated, Ability to work effectively as part of a team, Good communication skills, Excellent time management skills, Ability to accept responsibility for all tasks done, Flexible, energetic, trustworthy, organized, self disciplined, Normal Office Hours Apply Insert Unit Trust Administrator in subject line

Email: careers@wenzrecruitment.co.za