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:

Finance and Operations Consultant
Location: Cape Town
Salary: 35000 Monthly
Our client, an independent financial services group based in Southern Suburbs Cape Town, is seeking a Finance & operations consultant to join their dynamic team.The Finance and operations consultant is a full-time employee and reports to the Managing Director. The position’s primary goal is to ensure the day-to-day business and financial operations of the Platform run effectively and eff...
4 days ago


Senior Finance Manager
Location: Stellenbosch
Salary: 1000000 Annually
If you are an experienced finance professional ready to lead a dynamic team and provide strategic financial direction across a diverse portfolio of clients, this opportunity is for you.
1 day ago


Head of IT
Location: Cape Town
Salary: Monthly
Driving innovation and business growth through strategic leadership and cutting-edge IT excellence.
2 days ago


Group Facility Manager
Location: Cape Town
Salary: R 1.300000
A leading South African media intelligence firm is currently looking for an immediately available Facility Manager to join their finance team for a permanent position. You will mostly perform accounting work related to expenses, budgeting and cash flow management.
2 days ago


Customer Liaison Consultant-Furnishes & Finishes (High-End)
Location: Cape Town
Salary:
2 days ago


Recruitment Consultant
Location: Capetown
Salary: R15 000 -R20 000 basic, based on experience
This is a full-cycle recruitment role focused on sourcing, placing, and retaining high-quality healthcare professionals including nurses, HCAs, and specialists for healthcare facilities in Northern Ireland
2 days ago


Financial Accountant
Location: Cape Town
Salary: R800,000 Annually
An exciting, fast-growing company in the Web3 and blockchain technology space is seeking a qualified CA(SA) Financial Accountant to join their Cape Town-based finance team.
3 days ago


Senior SAP Technical Hybris Consultant
Location: Cape Town
Salary: R70k - 150k per month
We are looking for a skilled Senior SAP Technical consultant (Hybris) to join our team.
3 days ago


Finance Business Partner
Location: Stellenbosch
Salary:
Join a leading bank and fast-track your career in finance!
4 days ago


Corporate Controller
Location: Cape Town
Salary: 380 000 Annually
A rapidly scaling global technology business is seeking an experienced Corporate Controller to establish and lead its finance backbone across international operations. This is a rare opportunity to join a high-growth organisation at a transformative stage, working closely with executive leadership and investors while shaping financial strategy, systems, and compliance globally.
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