Administration Consultant - Disability candidates only Cape Town, Constantia, Southern Suburbs. Company Name: FROGG Recruitment. Administration Consultant Cape Town - Disability Position Only.
Our client is looking for an Administration Consultant (Disability position only) who is responsible for the validation of client instructions and requests. Investment and Asset Management experience would be an advantage. Please note that this role is for people with a Disability only.
Position Type: Disabled candidates only (EE Requirements)
Salary: Negotiable
Minimum Requirements: Matric. Relevant supporting tertiary qualification is a pre-requisite. A minimum of 5 years’ experience in an administration environment within financial services / LISP / Investment / Asset Management environment. MS Office – intermediate level of MS Word & Excel. CRM application is an advantage.
Key Responsibilities: Validation for all LISP / Investment and Asset Management offering. Processing applications for all product streams. Ensure that each intermediary is licensed. Handling enquiries from client intermediaries and broader distribution force with first time resolution.
Maintenance of commission arrangements with intermediaries. Management of documentation in relation of FICA & FAIS legislation. Ensure our client and intermediaries comply with all regulatory requirements. Update client information on CRM. Management of stakeholder relationships to ensure improved client experience. Ensure all client instructions are processed timeously and accurately. Follow up on all pending instructions. Ensure our clients comply with the prudent investment guidelines manage work allocated to you. Responsible to ensure that all client documentation is stored electronically as per company policy. Prioritize all work allocated to administration and all client instructions within standard level agreements.
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Contact FROGG Recruitment: 0215565598
Posted: 11-01-2023 Location: Johannesburg,Gauteng,South Africa
Posted: 26-11-2021 Location: Cape Town,Western Cape,South Africa