About the company
Allan Gray is Africa's largest privately-owned investment management company, managing more than R500bn of assets. We are focused on generating long-term wealth for our clients, who include individuals, retirement funds, insurers, trusts, companies and foundations. They invest through our focused range of unit trusts, retirement products and life insurance investment pools or in segregated portfolios across both the Institutional and Retail business. Our headquarters are in Cape Town, with additional offices across South Africa, as well as in Guernsey, Namibia and Botswana.
Why should you consider Allan Gray?
Our steadfast commitment to long-term investing extends to our people, our greatest assets. You will spend your days doing meaningful work and engaging with smart, inspiring colleagues. Growth is an essential part of your journey at Allan Gray, and leaders are accessible to help you develop your skills and set you up for success. Your physical and mental well-being are priorities, and access to services to support you in these areas are provided.
Purpose of the role
The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm's retail investment offering.
The purpose of the role is to ensure the high service standard at Allan Gray is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.
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
Location
The Silo Office, Cape Town.
Closing Date
15 November 2024
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