Key Responsibilities:

• Accurately index and allocate client instructions.
• Assist the team in coordinating and completing daily workloads effectively.
• Process client instructions within allocated turnaround times.
• Handle investment-related transactions, including investments, disinvestments, switches, and general maintenance instructions.
• Maintain clear and accurate records of communications and processing activities.
• Generate and distribute bulk communications to clients as required.
• Follow up with advisers and external service providers within agreed service levels.
• Ensure all daily tasks are completed accurately and within deadlines.
• Adhere to established processes, procedures, and compliance requirements.
• Manage transaction follow-ups and action items according to service level agreements.
• Assist with ad hoc projects and administrative duties as required.

Job Experience and Skills Required:

• Grade 12 (Matric) is essential.
• Relevant post-matric qualification will be advantageous, particularly in Mathematics or Accounting.
• Minimum 1 year experience within an investment, financial planning, or financial services environment.
• LISP experience will be advantageous.
• Proficiency in Microsoft Office applications.

Competency Requirements:

• Strong attention to detail.
• High level of accuracy.
• Effective time management skills.
• Ability to prioritise and work to deadlines.
• Strong organisational skills.
• Disciplined and dependable work ethic.
• Team player with a collaborative approach.
• Willingness to learn and develop professionally.
• Knowledge of financial services products and the broader financial services industry.
• Methodical problem-solving and sound reasoning ability.
• Hardworking and committed attitude.

Apply now!
For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:  https://www.networkrecruitmentinternational.com/
 
I also specialise in recruiting in the following:

• Financial Managers
• Financial Accountants
• Financial Controllers
• Chartered Accountants
• Group Reporting & Consolidations Accountant
• Commercial Finance and FP&A positions

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information, contact:
 
Mandisa Phahla
Recruiting Consultant