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Consultant | Retail Operations (8464) needed at Allan Gray Proprietary Limited

Cape Town, Western Cape Full Time Accounting / Financial Services

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Job title : Consultant | Retail Operations (8464)

Job Location : Western Cape, Cape Town

Deadline : January 17, 2025

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Responsibilities

  • Checking and accurately processing all incoming or pending instructions. These include:
  • New business transactions, e.g. opening a new investment account
  • Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
  • Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
  • Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
  • Knowledge of various legislative requirements relating to investment products
  • Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

  • Relevant business degree and/or job-related experience
  • Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

  • Accounting / Financial Services  jobs
  • This job has expired!