Project Support Consultant (Financial Services) at Helderberg Personnel

Key Duties and Responsibilities:

• High degree of focus on project administration with client and business counterparts ​
• Build good external relationships with counterparts and private clients.
• Build good internal relationship with other areas of the business.
• Ability to undertake consistent timely project work relating to the role.
• Working with the business to develop and administrate project programmes.
• Execute such programmes and report regularly on progress of all work underway including engagement with the relevant administrative departments.
• Ensuring all record keeping on systems used for processing or managing work are maintained and up to date.
• Have a fundamental understanding of investment principles.
• To say abreast of all matters pertaining to company products and services
• Continually look to improve processes and address / raise issues that need attention.
• Work proactively with other business functions and stakeholders.
• Daily monitoring of cases in progress with proactive follow up.
• Data collection and data analyzing or working with the operational division to convert or monitor certain pensions funds, where contact has been lost or where the Trustees are responsible for the scheme.

Competencies:

• Organised and disciplined 
• Self-starter
• Following business procedures and policies.
• High ethical standards and strong client orientated service ethic including high levels of composure.
• Very strong written and verbal communication skills
• Ability to pick up product concepts easily and grasp technical concepts easily.
• High level of commitment and positive attitude
• Ability to work under pressure and multi-task.
• Exercise the utmost good faith towards the Company both in carrying out your duties and in all of your dealings with the Company and its clients and/or its suppliers.
• Present yourself professionally.
• Good organisational and time management skills and ability to work within a team.
• Be attentive to detail and work methodically and accurately.
• Skilled in dealing with difficult situations and with confidential and sensitive data.
• The applicant should hold a qualification of at least diploma level, albeit a degree would be more beneficial, in commerce, finance, investments or financial planning.

Key Business Partners

• Customer Support Team
• Business Development Team
• Compliance Team
• External stakeholders such as clients and IFA’s