Quality Assurance Consultant (Financial Services)

Location: Pretoria

Do you have an unwavering attention to detail and an eye for spotting errors? Do you love reviewing phone calls to ensure staff meet the required standard? Are you fantastic at evaluation and coaching where required? Raise your hand because

WE’RE HIRING!

It’s our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. That’s why we want you to join us in the capacity of QA Consultant. This role plays an integral part in our team, as you will assess the work of your team so as to ensure they are adhere to the required and so doing ensure excellent client services is provided at all times.

So, who are we and why would you want to join us?

We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leader in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it!

Companies in our group include:

• LNDR – a lending solutions provider
• Cryosave – A bank for newborn stem cells
• APS – an outsourced call centre management company

What can we offer you? Some of our benefits include:

• Modern fit-for-purpose people practices.
• Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
• Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus that’s just a part of the rhythm of the day.

Great, so who is a good fit?

A specialist with a high attention to detail and who can ensure errors are spotted swiftly. Someone who fully understands the new Business process and how this interlinks with ensuring quality is maintained. The ideal candidate will also have excellent verbal and written communications skills and the ability to provide explanations both clearly and concisely.

So what will such a fantastic individual’s duties and responsibilities include?

Monitoring /Quality Assurance:

• Daily Monitoring and Quality Assurance of all New Business and Servicing Deals;
• Weekly Monitoring and Quality Assurance of all New Business and Servicing Deals.

On-going Assistance and Feedback:

• Assist Financial Advisors and Administrators with Rectifying Identified Compliance Errors/Risks;
• Meeting with Financial Advisers and Administrators to Rectify any Identified Compliance Errors/Risks under the Guidance of the Internal Compliance Officer.

Quality Assurance Administration:

• Send Weekly Quality Assurance feedback to the Admin Manager and Internal Compliance Officer;
• Ensure that the Quality Assurance Spreadsheet is updated by the Admin Manager Weekly;
• Ensure that All Completed Quality Assurance Tasks are Completed on our CRM System;
• Check that broker drive is updated with final documents;
• Assist with uploading of complete packs into CRM;
• Spot check QA using task tracker and production schedules to ensure admin is capturing accurately on CRM.

Monitoring /Auditing Quality of Applications and Quotes:

• Check that the Application and Quote is signed and dated;
• Check that the Application and Quote correspond;
• Check that the Administrator has the correct task number;
• Check that the correct Compliance documents are in the Pack;
• Check that the Admin Pack is E-Filed;
• Check that the New /Servicing deal is tracked on the figures report;
• Check that the Application is sent to the capturer within the correct Service Level Agreement;
• Check that FICA documents are E-Filed and received when required;
• Keep track and recommend training based on errors identified.

Are there any specific skills and attributes required?

• Ability to apply self-confidence and self-regulation;
• Trustworthiness and conscientiousness by taking responsibility for personal performance;
• Be motivated in achieving goals;
• Loyalty toward the organisation;
• Commitment by aligning with organizational goals;
• Initiative and a positive attitude;
• Tenacity, Attendance & Punctuality;
• Attention to detail;
• Controlled decision-making process;
• Confidentiality and time management / prioritising;
• Planning and scheduling workability to manage projects and processes;
• Listening and organising ability to understand, organise, analyse and respond appropriately;
• Communication skills by remaining professional and applying effective communication in all areas;
• Flexibility relating to work dealings, assist when required even if it’s not in your job description;
• Enthusiasm for learning and self-improvement;
• Be able to work accurately and effectively in a highly pressurised environment;
• Accountability and a team player.

Take a look at the what the requirements for this amazing job are and if you meet them apply, apply, apply:

• Computer literate with knowledge in Excel, Word and MS Suite;
• Completed Senior Certificate (Matric);
• 2 years’ experience in an administrative and compliance quality assurance position, within the Insurance industry;
• RE5 certificate (preferred);
• Ability to communicate appropriately and effectively in spoken and written English and Afrikaans;
• Be able to work long hours only if necessary-above & beyond the specified hours if need be.