• Full Time
  • Cape Town
  • Applications have closed

A Career inspiring opportunity for young financial services graduates

Job Description

This position is within the Retail Division of a dynamic Asset Management company – the candidate will be reporting to the Team Coordinator. 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.

Main responsibilities

Validating all incoming instructions with regards to:

  • Various legislative requirements relating to all applicable 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, transfers, cessions and estate lates)
  • 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 CRM
  • Correct and timeous rectification of errors



  • Ideally a Commercial degree and an interest in the financial services industry
  • Relevant experience – Relevant Business Degree 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
  • Results orientated
  • Ability to work effectively as part of a team
  • Ability to accept responsibility for all tasks done