Company Name : Allan Gray Proprietary Limited
Job Title : Operations Consultant
Department : Operations
Location : Cape Town , South Africa
Deadline for applications : 23 October 2016
Type of appointment : Permanent Full-time
Website : https://www.allangray.co.za/
Allan Gray Operations Consultant
Description :
** This position is within the Retail Division of Allan Gray Limited and the candidate will be reporting to the Team Coordinator.
** The job requires the candidate to work actively within a team but also independently.
Related / Similar Job : Allan Gray Proprietary Investment Analyst
** The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the case is finalized and to maintain contact with IFA or client during this process.
** This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment.
Main Responsibilities
Processing of incoming instructions in respect of :
** New business transactions
** Existing business transactions (investments, retirement’s, withdrawals, switches, transfers, cessions and estate lates)
** Amendments to existing client information (investors, advisors, employers)
** Validating all incoming instructions with regards to
** Various legislative requirements relating to all applicable products
** Completeness and accuracy of instruction from client/IFA
** Proof of payment or money transfer
** FICA requirements complied with (where relevant)
** Ensuring all incoming work is captured within required turnaround times and before relevant cut off times.
** 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 CRM.
** 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.
** Support fellow team members and Team Coordinator.
** Add hoc duties as may be required from time to time.
Educational Qualifications
Qualifications :
** Relevant experience – Relevant Business Degree and/or Job Related Experience would be an advantage.
** Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Trust industry would also be an advantage.
** Intermediate Computer Literacy – Word, Excel, Email
Skills/Competencies and experience :
** Accuracy and Attention to Detail
** Excellent Time Management Skills
** Excellent Problem Solving Skills
** Excellent Verbal and Communication skills
** Ability to function well under pressure
** Client focused and self-motivated
** Ability to work effectively as part of a team but also independently.
** Ability to accept responsibility for all tasks done
Motivation :
Screening questions :
** Attach your answers in PDF format
** Please motivate why you are the better suited candidate for this position
Functions of Allan Gray
Allan Gray is a leading investment management firm in South Africa that provides a range of investment products and services to individual and institutional clients. Some of the key functions of Allan Gray include:
Investment Management:
Allan Gray manages a range of investment funds, including unit trusts, retirement annuities, tax-free savings accounts, and segregated portfolios. The firm’s investment management team uses a value-oriented approach to identify investment opportunities that offer attractive long-term returns.
Financial Planning:
Allan Gray offers financial planning services to help clients achieve their financial goals. This includes retirement planning, estate planning, tax planning, and risk management.
Research:
Allan Gray conducts extensive research on the companies and industries in which it invests. This research helps the firm identify attractive investment opportunities and assess the risks associated with different investments.