LISP New Business Consultant (Investments)

Recruiter:

Rory Mackie & Associates

Job Ref:

348496476

Date posted:

Friday, June 2, 2023

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Overview:

Our client, a leader in investments in South Africa, is looking for a high performing New Business Consultant to manage the end-to-end processing of inflow instructions in a dynamic and growing LISP environment. The LISP New Business Operations Consultant will be responsible for ensuring that all new work is correctly validated, complied and captured and that all pending work is followed up on timeously.

Responsibilities:

Perform due diligence procedures on instructions in line with the relevant RMCP and verification tools to assess whether a client and related flows may be accepted in terms of laws and regulations
Perform product validation procedures on the instruction in terms of laws and regulations
Perform business validation procedures instructions in terms of the LISPs Terms and Conditions
Request and manage all outstanding requirements by engaging with clients and Business Partners in a timeous and professional manner
Undergo inspection and analysis of various bank accounts to match unallocated deposits to client instructions
Request and manage all outstanding requirements of unallocated deposits with external parties to ensure fast turnaround of such deposits to valid client instructions
Report suspicious activities within the business structures without hesitation
Capture accepted and valid instructions in varying systems, completely and accurately
Ensure daily management and updating of dashboards and duties to ensure that no SLA and business processes are compromised
Collaboration between the Administration Team and the Client Service Team
Maintain strong internal departmental relationships that will foster the growth of a culture in line with the Group and LISP strategies and vision
Identify gaps in processes and report these to the line manager
Understand and adhere to the appropriate policies, standards, and procedures applicable to the role
Understand and engage in risks and risk events relevant to the role and immediately report any findings to the line manager and supporting departments
Maintain a healthy team spirit by assisting peers where needed, and where reasonably required, process ad hoc tasks as delegated to maintain stability of operations
Continuously work toward the implementation of processes and controls that fosters an effective LISP environment

Requirements:

Relevant business qualification, for example BCom/B.Bus.Sci or equivalent
3-5 years’ relevant experience
Exposure to LISP/Employee Benefits environment a distinct advantage
Knowledge of Pension Fund Act, FAIS, FIC Act, Long Term Insurance Act, CISCA, FATCA/CRS
MS Office proficiency, particularly, MS Excel

Core Competencies Required:

Strong organisational skills, resilient and able to function in a fast paced and high-pressure environment
Meticulous, deadline driven and reliable
Strong sense of duty and accountability
Self-starter with an ability to proactively take ownership of development
Client focused with good verbal and written communication skills
Exhibit a professional image in person, demeanour, and communication
High degree of team- and self-awareness

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