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.