Consultant | Retail Operations | Discretionary Product Operations

About The Company

Allan Gray is Africas largest privately-owned investment management company, managing more than R500bn of assets. We are focused on generating long-term wealth for our clients, who include individuals, retirement funds, insurers, trusts, companies and foundations. They invest through our focused range of unit trusts, retirement products and life insurance investment pools or in segregated portfolios across both the Institutional and Retail business. Our headquarters are in Cape Town, with additional offices across South Africa, as well as in Guernsey, Namibia and Botswana.

Why should you consider Allan Gray?

Our steadfast commitment to long-term investing extends to our people, our greatest assets. You will spend your days doing meaningful work and engaging with smart, inspiring colleagues. Growth is an essential part of your journey at Allan Gray, and leaders are accessible to help you develop your skills and set you up for success. Your physical and mental well-being are priorities, and access to services to support you in these areas are provided.

Purpose of the role

The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firms retail investment offering.

The purpose of the role is to ensure the high service standard at Allan Gray is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.

Responsibilities

Checking and accurately processing all incoming or pending instructions. These include:

New business transactions, e.g. opening a new investment account

Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment

Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams

Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers

Knowledge of various legislative requirements relating to investment products

Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

Relevant business degree and/or job-related experience

Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

Key attributes and competencies

Accuracy and attention to detail

Excellent time management skills

Excellent problem-solving skills

Client-focused with strong verbal and written communication skills

Self-motivated and agile with the ability to function well under pressure

Intermediate computer literacy skills in Microsoft Word or Excel

Location

The Silo Office, Cape Town.

Closing date

15 November 2024.