Graduate Unit Trust

Overview

Base pay range : ZAR340,000.00 / yr - ZAR340,000.00 / yr. A Corporate Financial Services Company is seeking to employ graduates working in the field of Unit Trust and adopt the responsibility for the accurate and timeous processing of investor's instructions and whatever else is necessary to ensure excellent client delivery whilst upholding the values, standards and integrity of the company.

Responsibilities

• The processing of all daily client transactions / instructions received via workflow.
• Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines.
• Ensuring that all FICA requirements are complied with (where relevant).
• Confirming receipt of instructions with clients.
• Ensuring all incoming work is captured within required turnaround times and before relevant cut-offs.
• Attending to queries from clients timeously and diligently.
• The correction of all errors in an accurate and timeous manner.
• To manage pending cases as well as client follow ups.
• To ensure timeous processing of daily workflow so as to meet / exceed client expectations and SLA.
• Providing clients with superior levels of service.
• Maintaining records of all interactions with clients on Siebel.
• Ad hoc duties may be required from time to time.
• Processing of Finswitch and the sales report on a daily basis.
• Processing of all Transfer instructions end to end.
• Investigate and resolve queries relating to unit transfer mismatch.
• Assisting Investments Admin with queries.

Qualifications

Administrative details

Seniority level

Employment type

Job function

Industries

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