Job Description

Job SummaryThe Quality Control team is responsible for the quality checking of client instructions (forms) against established product and business rules before submitting those instructions for ultimate processing. These instructions include new business, additions, switches, repurchases, static changes, broker changes, etc. This must be done accurately and within agreed upon turnaround times.Responsibilities:

• Check (QC) instructions accurately within agreed upon turnaround times
• These instructions include the CDD and RR of all legal entities and individuals
• Be flexible in the working hours as required by this function
• Ensure work is completed within the required cut-off times
• Be responsible for understanding and adherence to business rules and processing rules and working within the required SLA
• Assist other team members when necessary - provide cover during periods of absence
• Attend scheduled training sessions
• Investigate, resolve, and take full responsibility for errors made
• Adjust efficiently within new structures
• Participate in achieving the goals of the team
• Attend regular team meetings
• Resolving queries in a timeous manner
• Liaise with client service and advisor liaison consultants to resolve all instructions if and when required
• Ensure forms are completed correctly
• Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)

Requirements:

• Relevant degree/diploma
• Relevant 1 - 2 years working experience
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience - advantage
• Client Service Experience - advantage
• Computer literate - Microsoft packages, Excel (intermediate), Word and Outlook
• Knowledge of platform workflow systems
• Knowledge of the platform product rules and processes

Attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• Driven by results
• Ability to recognise and embrace change
• A client focused and collaborative approach

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