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Validations Consultant

Vacancy Details

Reference No.

AH1-5905

Synopsis

This role is responsible for the complete validation of client instructions and requests. The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the Company. Working across the operations team to meet the standard service level agreements.

Description

Validation for all PPS Investments LISP and Asset Management offering
Processing applications for all product streams
Coordination of Section 14 and 37 transfers
Ensure that each intermediary is licensed to sell our Products
Handling enquiries from client intermediaries and broader distribution force with
first time resolution
Maintenance of commission arrangements with intermediaries
Management of documentation iro FICA & FAIS legislation and other regulatory
requirements
Ensure our client and intermediaries comply with all regulatory requirements
Update client information on CRM
Management of stakeholder relationships to ensure improved client experience
Ensure all clients instructions are processed timeously and accurately
Follow up on all pending instructions
Ensure our clients comply with the prudent investment guidelines
Manage work allocated to you
Responsible to ensure that all client documentation is stored electronically as per
company policy
Prioritise all work allocated to administration and all client instructions within
standard level agreements

Requirements

Ideal experience:

1. 1 – 2 years’ experience in an administration environment within financial services / LISP / Asset Management

Ideal qualifications:

Matric qualification a minimum requirement
Tertiary qualification would be to your advantage

Competencies and ideal personality attributes:

Technical knowledge
Attention to detail
Planning & organising
Communication skills
Client centricity
Results driven
Team success
Building & maintaining relationships
Resilience
Business acumen

Systems knowledge:

MS Office – intermediate level of MS Word & Excel
Sales Logix or another comparable CRM application is an advantage

Kindly note that if you havent received feeback within in 3 weeks of submitting your application please consider it as unsuccessful

Position Type

Permanent

Work Level

Mid-Level

Salary

Market Related

Industry

Banking/Finance And Investment

Salary Type

Annually

Package

Cost To Company

Affirmative Action

No

Geographic Location

Western Cape - Southern Suburbs (Cape)