Unit Trust (Graduate Programme)

• 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.
• Qualification and Competencies:-
• Relevant business / commerce degree
• Exceptional attention to detail
• Exceptional quality of work
• Accuracy
• Ability to function well under pressure
• Customer focus
• Self-motivation
• Results orientated
• Ability to work effectively as part of a team
• Good communication skills
• Excellent time management skills
• Ability to accept responsibility for all tasks done
• Flexible, energetic, trustworthy, organised, self-disciplined

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