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:

DevOps Engineer
Location: Cape Town
Salary: Monthly
Are you a DevOps Engineer passionate about cloud infrastructure, automation, and building scalable solutions? This is an exciting opportunity to join a high-performance engineering team developing cutting-edge IoT and operational intelligence solutions that make a real impact across multiple industries.
1 day ago

IT Systems and Project Manager
Location: Cape Town
Salary: Monthly
Are you an experienced IT leader with a passion for project delivery, systems optimisation, and team development? This is an exciting opportunity to lead business-critical technology initiatives, drive digital transformation, and oversee enterprise systems that support operational excellence and business growth.
1 day ago

Finance Manager
Location: Cape Town
Salary: R800 000 Annually
Are you a newly qualified or early-career CA(SA) looking to take the next step into financial leadership? This exciting opportunity offers exposure to strategic finance, business partnering, financial reporting, and operational decision-making within a dynamic and growing environment.
1 day ago

Group Reporting Accountant
Location: Cape Town
Salary:
If you're a technically strong CA(SA) or AGA(SA) who enjoys consolidations, IFRS, group reporting, and building scalable finance processes, this Group Reporting opportunity could be your next career move.
1 day ago

Lending Dealmaker | Structured & Corporate Finance
Location: Cape Town
Salary:
If you're a commercially astute dealmaker who thrives on building relationships, structuring innovative funding solutions, and closing complex transactions, this could be the career-defining opportunity you've been looking for. Join a high-performing lending team where entrepreneurial thinking, commercial acumen, and client impact drive success.
1 day ago

DevOps Engineer
Location: Stellenbosch
Salary:
Cloud infrastructure is at the heart of modern innovation, and this opportunity offers the chance to work on cutting-edge IoT solutions that are transforming how businesses monitor assets, optimise performance, and reduce operational costs. If you're passionate about automation, cloud engineering, DevOps best practices, and building scalable solutions that make a real-world impact, then this role ...
1 day ago

Product Owner
Location: Cape Town
Salary: 750 000 Annually
Product Ownership is more than managing a backlog. This is an opportunity to shape innovative, mobile-first digital products that directly improve user experiences, drive business value, and influence strategic product direction. If you thrive at the intersection of business, technology, and user experience, then this role offers the chance to make a meaningful impact while working with cross-func...
2 days ago

Senior Industrial & Supply Chain Consultant
Location: Bellville
Salary: R850 000 Annually
BELLVILLE, WESTERN CAPE | Permanent | In OfficeR850 000 – R1 000 000 TCTC per annumAn opportunity is available for an energetic, ambitious and commercially minded Senior Industrial & Supply Chain consultant to join a specialist consulting environment serving asset-intensive industries.This senior client-facing role combines supply chain consulting, project leadership, client relationship...
2 days ago

Systems and Project Manager
Location: Cape Town
Salary:
Are you a strategic IT leader with a passion for project delivery, systems management, and team development? This opportunity offers the chance to drive technology initiatives, oversee critical business systems, and lead a multi-disciplinary team while playing a key role in shaping the organisation's technology roadmap.
3 days ago

Senior Sales Consultant | Cape Town | Home Décor Retail Brand
Location: Capetown
Salary: Negotiable
Upmarket and well-known Home Décor Retail Brand is seeking an experienced SENIOR SALES consultant to join their team in Gardens, Cape Town.
3 days ago

Operations Consultant

Similar jobs you might be interested in:

Create a free job alert for Operations Consultant in CapeTown