Operations Consultant

 

Recruiter:

Wenz Recruitment

Job Ref:

ops

Date posted:

Monday, June 27, 2022

Location:

CapeTown, South Africa

Salary:

R 280k – R340k per annum


JOB SUMMARY:
Great opportunity

JOB DESCRIPTION:

OPERATIONS CONSULTANT

Perm, CTC Salary 280k – R340k per annum *NEG – depending on skills and experience,

Company based CBD, candidate must be flexible. Normal company benefits apply.

Our client, a Prestige Financial Services Company based in the CBD has exciting opportunities available within their Retail Division.


The job requires the candidate to work actively within a team and its daily processes and procedures. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFA’s and clients. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment.

Key areas of responsibility

Confirming receipt of instructions with clients telephonically.

Performing validations on incoming client instructions in relation to:

Various legislative requirements relating to life and retirement products

Completeness and accuracy of instruction from client/broker

Proof of payment or money transfer

FICA requirements complied with (where relevant)

Processing of incoming instructions in respect of:

New business transactions

Existing business transactions (investments, retirement’s, withdrawals & switches)

Amendments to existing static data (investors, advisors, employers)

Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.

Attending to queries from clients, IFA’s and internal customers and responding to queries on time and diligently.

Providing clients/ IFA’s with superior levels of service

Maintaining records of all interactions with clients / IFA’s on Siebel

Correct and timeous rectification of errors

Liaise with clients / IFA’s regarding the correct implementation of instructions received to meet with our service delivery standards to our clients.

Support fellow team members and Team Coordinator.

Add hoc duties as may be required from time to time.

Job specification

Relevant experience – Relevant Business/Bcomm Degree or Job Related Experience would be an advantage but not essential. Sound knowledge of the Unit Trust industry would also be an advantage.

Intermediate Computer Literacy – Word, Excel, Email

Competencies

Accuracy and Attention to Detail

Excellent Time Management Skills

Excellent Problem Solving Skills

Excellent Verbal and Communication skills

Ability to function well under pressure

Should you fit the profile please email

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Plumbing Counter Sales Consultant
Location: Stellenbosch
Salary:
Our client is seeking a motivated and customer-focused Plumbing Counter Sales consultant to join a fast-paced retail environment specialising in bathroom and plumbing solutions. The ideal candidate is energetic, detail-oriented, and passionate about delivering excellent customer service while ensuring smooth day-to-day sales and stock operations.
Today


Showroom Sales Consultant – Luxury Interiors & Fabrics (George - Western Cape)
Location: Cape Town
Salary:
Today


IT Manager
Location: Cape Town
Salary: Annually
IT Manager will be responsible for taking full ownership of the IT function within the organisation. You will be responsible for for identifying risks and inefficiencies proactively and implement practical, scalable solutions in fast-moving technology environment
Today


Logistics / Freight Sector - Head of Commercial with BCom Finance
Location: Cape Town
Salary:
Do you have a Finance degree plus 10 years management experience within the Imports / Logistics / Freight Forwarding sector?Our International client requires a Head of Commercial to lead price strategies & negotiations, financial and margin management, Forex experience with a strong understanding of international IMPORT SUPPY CHAIN management and distribution.BComm degree essential plus (Hons ...
1 day ago


Financial Accountant
Location: Cape Town
Salary: 480000 Annually
A well-established and growing business within the FMCG sector, with operations spanning farming and distribution, is seeking a Financial Accountant to join their dynamic finance team.
1 day ago


Junior Accountant
Location: Cape Town
Salary: 500000 Annually
Are you a Junior Accountant with strong full function accounting experience looking to grow within a dynamic finance environment? An opportunity is available for a hands-on finance professional with strong attention to detail and exposure to operational finance.
1 day ago


IT Support Engineer
Location: Stellenbosch
Salary:
A growing managed services environment is expanding its technical support team and is looking for skilled NOC and IT Support Engineers to join an office‑based operation in the Western Cape. These roles are ideal for engineers who enjoy solving complex issues, working with modern Microsoft technologies, and taking ownership of incidents from start to finish
1 day ago


Construction Support Manager (CPT) X2
Location: Cape Town
Salary:
Construction Support Manager Location: Cape TownEmployment Type: PermanentIndustry: Construction / Infrastructure / Support ServicesSalary: Market-related salary package based on qualifications and experienceJob PurposeSeeking an experienced and highly organised Construction Support Manager to oversee and coordinate operational support functions across multiple construction projects. The succ...
1 day ago


BI Analyst
Location: Cape Town
Salary:
A data‑driven organisation is looking to appoint a skilled Business Intelligence Analyst to support decision‑making across sales, marketing, and operational functions. This role focuses on transforming complex data sets into clear, actionable insights through high‑quality reporting and visualisation.
2 days ago


Business Intelligence Analyst
Location: Cape Town
Salary: Monthly
Our client is looking for a Business Intelligence Analyst (Data Visualization Specialist) to join their team. This role is suited to a highly analytical, detail-oriented, and data-driven professional with strong Power BI expertise and a passion for turning complex data into meaningful business insights. The successful candidate will be responsible for building dashboards and reports that support d...
5 days ago


Create a free job alert for Operations Consultant in CapeTown

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions