Operations Consultant

Recruiter:

Wenz Recruitment

Job Ref:

ops

Date posted:

Monday, August 15, 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:

Enterprise Risk Manager
Location: Cape Town
Salary:
DO NOT APPLY IF YOU DO NOT MEET THE REQUIREMENTSIf you’re the kind of risk professional who hears “we’ll deal with it later” and immediately starts mapping out a mitigation plan, this Enterprise Risk Manager role could be exactly what you’ve been waiting for. This is an environment where foresight, control, and a healthy dose of scepticism aren’t optional, they&...
Today

Documentation & Plain Language Specialist
Location: Cape Town
Salary:
Are you passionate about creating clear, compliant, and customer-focused documentation? We are looking for a Documentation & Plain Language Specialist to take ownership of client-facing content, document governance, and the digitisation of forms within a fast-paced financial services environment.
3 days ago

Financial Manager
Location: Cape Town
Salary:
The Finance Manager will lead the finance function for key operational business units, providing strategic financial leadership, commercial insight, and operational support within a fast-paced contact centre environment.
3 days ago

Lead Data Scientist
Location: Cape Town
Salary: Annually
A leading organisation is seeking an experienced and innovative Lead Data Scientist to drive the development and delivery of advanced analytics, machine learning solutions, and data-driven products that create measurable business value. This role offers the opportunity to lead complex data science initiatives, influence strategic decision-making, and mentor a high-performing team of data professio...
3 days ago

Business Intelligence
Location: Cape Town
Salary: R750 000 Annually
Are you a data-driven problem solver with a passion for turning insights into action?A dynamic and growing financial services business is looking for an experienced Business Intelligence Analyst to join their high-performing team. This is an exciting opportunity for an analytical professional who thrives on using data to drive operational excellence, improve customer outcomes, and influence strate...
3 days ago

Business Intelligence
Location: Cape Town
Salary: R750 000 Annually
A leading financial services organisation is seeking an experienced Business Intelligence Analyst to support and optimise collections operations through data-driven decision-making, payment strategy enhancement, and operational efficiency improvements.
3 days ago

Web3 Accountant
Location: Cape Town
Salary: Annually
A forward thinking company leading the charge in the Web3 domain is seeking passionate individuals to join an innovative team. If you are tech savvy and eager to dive into digital assets, blockchain, AI and beyond, this is your chance to be part of something ground breaking.
4 days ago

ð¼ Finance Manager Talent Search
Location: Cape Town
Salary: Annually
Are you a high-performing Finance Manager looking to take your career to the next level? I partner with top-tier, commercially driven businesses across manufacturing, FMCG, retail, and distribution — organisations that don’t just needAccountants, but true finance business partners who can drive performance and add real value. Right now, I’m...
5 days ago

Cost Accountant (Manufacturing | Automotive)
Location: Cape Town
Salary: 300000 Annually
Our client, a well-established automotive manufacturing company based in the Southern Suburbs of Cape Town, is seeking a detail-oriented and driven Cost Accountant to join their finance team.
5 days ago

Enterprise Risk Manager
Location: Cape Town
Salary:
DO NOT APPLY IF YOU DO NOT MEET THE REQUIREMENTSIf you’re the kind of risk professional who hears “we’ll deal with it later” and immediately starts mapping out a mitigation plan, this Enterprise Risk Manager role could be exactly what you’ve been waiting for. This is an environment where foresight, control, and a healthy dose of scepticism aren’t optional, they&...
6 days ago

Operations Consultant

Similar jobs you might be interested in:

Create a free job alert for Operations Consultant in CapeTown