• Cape Town, City of Cape Town Metro, City of Cape Town Metro
  • HR Options
Job Description

Your relevant diploma or degree as well as minimum of 2 years relevant experience will enable you to :

People :

  • Ability to communicate with a variety of individuals on all levels to obtain and confirm information
  • Maintain high level of professionalism, competence and confidentiality
  • Build positive and productive client relationships
  • Liaise with clients’ partners, admin and finance teams
  • Work effectively in a team

Processes :

  • Call Centre - receiving and making calls to clients, partners, brokers and administrators
  • CIS transactions forward to Silica, including new business, redemptions, switches, transfers, updates
  • Processing rejected instructions on AWD
  • Adhoc testing on Silica, AWD and Web portal
  • Daily monitoring the unreconciled items on Silica Reports
  • FICA where applicable
  • Liaise with partners, investors
  • Investor and broker queries
  • Liaise with admin and system administrators
  • Ensure that all necessary information is maintained and updated in a database for easy access
  • Distribute portfolio information where and to whom required
  • Ad-hoc admin tasks
  • Assist with risk identification
  • Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the Administrator
  • Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs 3 months contract

Technology :

Silica, AWD and Standard Bank Online

Knowledge :

  • Excel skills is essential
  • Basic understanding of unit trusts and investments
  • Accuracy and attention to detail is critical
  • Keep up to date with regulatory changes

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