Consultant | Retail Operations (8275) at Allan Gray Proprietary Limited

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include:
• New business transactions, e.g. opening a new investment account
• Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
• Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of various legislative requirements relating to investment products
• Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

• Relevant business degree and/or job-related experience
• Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

Key attributes and competencies

• Accuracy and attention to detail
• Excellent time management skills
• Excellent problem-solving skills
• Client-focused with strong verbal and written communication skills
• Self-motivated and agile with the ability to function well under pressure
• Intermediate computer literacy skills in Microsoft Word or Excel