About the company

Why should you consider Allan Gray?

Purpose of the role

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include:

• New business transactions, e.g. opening a new investment account

• Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment

• Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams

• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers

• Knowledge of various legislative requirements relating to investment products

• Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

• Relevant business degree and/or job-related experience

• Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

Key attributes and competencies

• Accuracy and attention to detail

• Excellent time management skills

• Excellent problem-solving skills

• Client-focused with strong verbal and written communication skills

• Self-motivated and agile with the ability to function well under pressure

• Intermediate computer literacy skills in Microsoft Word or Excel

Location

Closing Date