Business Support Consultant (JB2874)

Area: Pretoria (Ideally candidates should reside in the Pretoria area)

Salary: R15 000.00 to R25 000 .00 Depending on Experience

Duration: Permanent

Application closing date: 10 March 2023

A Company that was established in 2002, that was primarily an asset management company, and has today become a diversified financial services group focussed on professional advice, quality services, and tailor-made investment products across the financial services value chain. Are looking for a Business Support Consultant to join their Team. You will need to be able to work as part of Team or as an Individual contributor and be able to apply knowledge and skills related to the tasks performed and have excellent problem-solving skills with an eye for detail. They provide their service offering through an organisational structure consisting of three clusters, namely a Wealth, Risk, and Investments Cluster, a Multi-manager Cluster and a Management Company Cluster. The company service more than 90 000 clients throughout South Africa. Their client base includes individual investors, institutions, corporations, intermediaries, and pension funds.

Minimum Requirements

Grade 12 or higher qualifications in the financial services industry

5+ years of experience in the financial services and insurance industry.

Proficiency in relevant computer skills: Microsoft Office (Excel, Outlook, Word).

Elite Wealth (preferably) or similar CRM/planning system.

Company quotation programmes.

Extensive knowledge of ASTUTE

Attention to detail is absolutely necessary

Accuracy

Time Keeping

Organised

Tidy and neat appearance

Prioritising tasks

Follow processes and procedures

Problem analysing

Problem solving

Good communication skills

Able to work under pressure

Focused

Active learner

Work well in a team

Willing to work overtime when necessary

Professional and confident when making phone calls

Duties And Responsibilities

Proactively manage all client queries and process their requests accurately and with due care and diligence.

Interact with clients, staff, and product providers.

Regular interaction with clients, advisor and manager to ensure the effective and efficient delivery of administrative and planning requirements.

Load and update client details to CRM system.

Follow practice workflows to finalize tasks.

Handle or facilitate the resolution of all queries received within 24 hours or at earliest possible time.

Arrange and finalize servicing tasks like repurchases, fund switches, claims, cancellations, replacements, income and fee reviews, changes in client details on all platforms, intermediary appointments, beneficiary changes, debit order changes, medical plan changes, etc.

Managing policies and investments with arrears premiums to prevent lapses.

Supplying statements, tax certificates, portfolio updates upon clients request.

Assist with summarising client portfolios for new clients and existing portfolio updates for reviews, planning requests, collecting information e.g. investment returns and costs, tax information, withdrawal values, fund information, policy exclusions and loadings, etc.

Finalizing instructions after meetings and providing feedback to the clients and manager.

Doing risk policy and investment quotations as well as compiling a comparison with key information from the quotations.

Dealing with fund transfers including section 14 and directive 37 transfers.

Assisting with last will and testament applications and reporting deceased estates to the executor. Timeously arrange for applications and ensure all documents are complete and accurate.

Submit new business timeously and accurately and follow up on the process which includes risk policies, local and offshore investments, retirement products, employee benefits, call accounts, short-term insurance, medical schemes, GAP cover and share portfolios.

Provide daily feedback to the manager on all ongoing tasks and instructions.

Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case.

Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable SLA turn-around times.

Providing constant feedback to the clients.

Assisting adviser with compliance documents and ensuring it is signed off by the client.

Gathering statements for monthly investment reporting within given time.

Confirming client meetings telephonically.

Be able to retrieve information and forms from company systems.