The Quality Control team is responsible for the quality checking of client instructions (forms) against established product and business rules before submitting those instructions for ultimate processing.
These instructions include new business, additions, switches, repurchases, static changes, broker changes, etc.
This must be done accurately and within agreed upon turnaround times.
Responsibilities:
Check (QC) instructions accurately within agreed upon turnaround timesThese instructions include the CDD and RR of all legal entities and individualsBe flexible in the working hours as required by this functionEnsure work is completed within the required cut–off timesBe responsible for understanding and adherence to business rules and processing rules and working within the required SLAAssist other team members when necessary – provide cover during periods of absenceAttend scheduled training sessionsInvestigate, resolve, and take full responsibility for errors madeAdjust efficiently within new structuresParticipate in achieving the goals of the teamAttend regular team meetingsResolving queries in a timeous mannerLiaise with client service and advisor liaison consultants to resolve all instructions if and when requiredEnsure forms are completed correctlyEnsure online submissions meet all business rules (signatures, discretionary broker permissions and security checks) Requirements:
Relevant degree/diplomaRelevant 1 - 2 years working experienceFinancial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantageClient Service Experience - advantageComputer literate - Microsoft packages, Excel (intermediate), Word and OutlookKnowledge of platform workflow systemsKnowledge of the platform product rules and processes Attributes we look for in a person are:
The ability to build and maintain meaningful relationshipsDriven by resultsAbility to recognise and embrace changeA client focused and collaborative approach