Job title : Administrator: Vetting Specialist
Job Location : Gauteng, Johannesburg
Deadline : December 30, 2024
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Purpose To deliver business enablement support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience 2 - 3 years experience in a similar environment
Key Responsibilities Alert management timeously of any loss or malfunction of equipment or tools. Vetting new business onboarding documents Screening related individuals and companies Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards. Develop and maintain stakeholder relationships that enable achievement of operational service delivery objectives. Pursue business opportunities and develop customer relationships for the acquisition of new business in line with identified targets. Accountable for own work quality, standards and outputs related to policies, procedures and defined processes. Proactively identify problems, apply known solutions and escalate more difficult problems. Plan for task execution and adjust priorities against an established plan.
Minimum Qualifications Bachelor`s Degrees and Advanced Diplomas (NQF Level 07) in Finance Economics and Accounting
Process Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria. Comply to business rules and processes pertaining to the agent set up on the various source systems. Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures. Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation. Plan for own task execution and advises on improvements related to area of specialisation. Work collaboratively with distribution to ensure IFA and Tied adviser accounts are onboarded successfully with exceptional levels of service. Develop deep relationships with adviser back office staff to ensure smooth running of the process. Working with marketing and as necessary other departments to develop materials and content which may be client facing to ensure a smooth onboarding experience. Ensure that new business and servicing processes operate efficiently including the checking of documents and other regulatory requirements. Train adviser office staff to ensure smooth operation and complete understanding of the platform. Document all processes and procedures for the onboarding process ensuring version control. Develop relationships with Fund Manager Companies to be able to effectively manage any queries regarding proposition. Collect data for and triage any requests for amendments to our fund list. Ensure the governance process is followed. Use management information to identify where improvements can be made and drive relevant improvement implementation. Have complete mastery and confidence in the platform and the processes surrounding it and an exceptional product knowledge of platform funds. Help to train new team members in knowledge of products, processes and systems. Manage risks and adhere to compliance in line with company policies.
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