Key Performance Areas:

• Register new complaints.
• Assess whether a complaint falls within jurisdiction in terms of the FAIS Act or the Financial Services Ombuds Scheme Act 37 of 2004 (FSOS).
• Assist and guide complainants in whether their complaint falls within the jurisdiction of the FAIS Act or FSOS Act.
• Extract the essence of the complaint from available information provided and request additional information where required.
• Refer complaints that do not fall within the jurisdiction of the FAIS Act and FSOS Act to other relevant entities.
• Liaise with complainants and financial service providers.

Requirements

• Matric certificate or equivalent.
• National Diploma (NQF 6) in Business Administration or related fields.
• A minimum of 2–3 years administrative experience in a similar environment.
• An understanding of the legal environment in which the FAIS Ombud’s Office operates, including a good understanding of the FAIS Act, 37 of 2002 and its subordinate legislation.
• Knowledge of the Microsoft CRM program (or similar) would be an advantage.