Designation: Transfer Specialist | Waterfall, Johannesburg, Gauteng
Category: Administration and Operations
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 09 Sep 2024
Reference Number: POS01471
Closing date: 07-Oct-2024
Position Type: Permanent
Location: Waterfall Magwa Crescent
Overview:
VACANCY | TRANSFERS SPECIALIST | WATERFALL, JOHANNESBURG, GAUTENG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Responsibilities:
Training (new joiners) and ongoing coaching of existing staff
Authorized signatory (signing of legal documents i.e. Incoming and Outgoing Annexure)
Responsible for the administration requirements for PSG Wealth
Resolve Client queries from client services
Sustainable operation environment
Technical/business knowledge of implications and requirements within the LIFE & LISP environment
Detailed system observation, attention to detail and solving arising problems
Understanding of the administration process within the context of different Life & LISP products, this includes the capturing and authorisation of all new business.
Performing due diligence functions and following up of outstanding documentation with appropriate parties
Section 14 and 50 transfers, Tax Free and Voluntary Investment transfers, drawing up the necessary documentation and submitting to requested parties, dealing with external parties, ie FSCA and directly with other administration companies.
Deal with queries received from client services via the admin enquiry inbox
Minimum Requirements:
Minimum qualification: Financial degree/Diploma (NQF Level 6)
Minimum of 2-3 years experience in a Life/LISP Call Centre/Client Services environment
Skills and competencies:
Analytic ability and thinking skills
Planning and Organising skills
Interpersonal skills and sensitivity
Accuracy/Attention to detail
Resilience
Problem solving skills
Results and solutions orientated
Detail orientated
Flexibility
How to apply:
Interested candidates must forward their CV with the vacancy title and location in the subject line to https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 07 October 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was not successful.
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