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:

Security Operations Engineer
Location: Stellenbosch
Salary:
Take on a key role in a dynamic environment focused on defending multiple client landscapes from emerging cyber threats. This role suits a security professional who enjoys deep-dive investigations, proactive threat mitigation, and continuously enhancing security posture across varied environments.
1 day ago


Warehouse Supervisor
Location: Cape Town
Salary: R14 000
We are seeking a suitably qualified Warehouse Supervisor to join our team in MalmesburyR14,000 CTC per month
2 days ago


Security Operations Engineer
Location: Stellenbosch
Salary:
Join a dynamic, fast-paced environment where you’ll play a pivotal role in protecting multiple client environments from evolving cyber threats. This opportunity is ideal for a security professional who enjoys hands-on investigation, proactive defence, and continuous improvement within a multi-client setting.
3 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&...
5 days ago


Payroll Specialist
Location: Cape Town
Salary:
Payroll Specialist - Woodstock in Cape Town Join a growing multinational organisation expanding its footprint in South Africa. This is an exciting opportunity for an experienced Payroll Specialist to become part of a global team supporting payroll operations across multiple international regions. If you enjoy working in a fast-paced environment, have a passion for accuracy, and thrive on meet...
5 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.
5 days ago


Financial Accountant | Southern Suburbs, Cape Town
Location: Cape Town
Salary: 500000 Annually
Drive Finance. Own operations. Make Impact.Are you a technically strong Financial Accountant who thrives in a fast-paced, operationally involved environment? A well-established and dynamic distribution, manufacturing, and agricultural group in the Southern Suburbs of Cape Town is looking for a hands-on finance professional ready to take full ownership of the accounting function.This is not just a ...
5 days ago


Collections Analyst
Location: Cape Town
Salary: 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 Collections 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 strategic decisi...
5 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...
5 days ago


Cost Controller
Location: Cape Town
Salary: 430000 Annually
Numbers tell a story - help us write successful ones by leading cost control and project analysis initiatives.
6 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