Consultant | Retail Operations | Group Savings & Retirement Fund Outflows (8385)

Job title : Consultant | Retail Operations | Group Savings & Retirement Fund Outflows (8385)
Job Location : Western Cape, Cape Town

Deadline : December 18, 2024

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Job Summary Processing of incoming exit instructions (AGPE, AGPR, AGRA, AGLA & AGEN) in respect of: Withdrawals Court Orders Validate and verify exit instructions. Ensuring that all FICA requirements are complied with (where relevant). Liaise with clients, members and IFA's on exit instructions. Timeous processing within SLA's. Continuous focus on process improvements to improve efficiency and reduce risk. Draft and maintain all process related documents. Efficient handling of enquiries from clients, members and IFA's. Consulting with Legal, Tax and other departments. Providing clients, members and IFA's with superior levels of service. Maintaining an audit trail of all interactions with clients, members and IFA's on Siebel. Ad hoc duties and projects.
Job Responsibilities Effective management (planning, organizing, scheduling). Self-disciplined and ability to function well under pressure. Good verbal and written communication skills. Ability to work effectively as part of a team. Self-motivation and ability to work autonomously. Accuracy and exceptional attention to detail. Excellent problem solving skills. Diligent, trustworthy and responsible. Excellent time management skills. Methodical work ethic. Good judgement and discretion. Good knowledge management skills.

Accounting / Financial Services  jobs