Job Description:

The job requires the candidate to work actively within a team but also independently. 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. The candidate will be reporting to the Team Coordinator in the Retail Division of the company.


Duties and Responsibilities:

  • Processing of incoming instructions in respect of validating all incoming instructions with regards to:
  • 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
  • Ad hoc duties as may be required from time to time


Qualifications and Experience:

  • 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



  • Ability to work under pressure
  • Accuracy and attention to detail
  • Client focused
  • Problem solving skills
  • Takes responsibility
  • Teamwork
  • Skills
  • Effective verbal and written communication skills
  • Time management

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