Investor Services Administrator
Purpose of the job
Providing excellent service to all clients will be the primary responsibility of the Administrator, who will ensure a high standard of quality in validating and processing instructions received by Intembeko. In this role, you are responsible for processing incoming work, following up on pending tasks, and correctly processing client instructions.
Main duties and responsibilities
The accurate validation and processing of all client instructions into the administration system and ensuring the constant review and updating of the workflow system.
Ensuring all incoming work is validated and captured within required turnaround times and before relevant cut-off times as agreed upon in the Service Level Agreement with the clients.
Ensuring that all instructions received comply with business rules and legislative requirements.
Follow up on outstanding requirements from clients and intermediaries via telephone and email.
Assist with the prevention of fraud and money laundering by adhering to business and legal requirements.
Technical understanding of Intembeko and the client offerings and the ability to apply that understanding to daily outputs.
Correct and timeous sighting of errors.
Support fellow team members and Team Leader.
Ad hoc duties may be given from time to time.
Contribute to solving problems for clients by actively participating in Intembeko's continuous improvement drive.
Ideal experience
Ideally, 2-3 years validations experience within the Retirement & Life administration; or,
Alternatively, 2-3 years’ experience within a Linked Investment Service Provider/Financial Services Industry.
Ideal qualifications
Matric / Grade 12
Relevant tertiary qualification would be an advantage
Competencies and ideal attributes
Maintain a resilient and tenacious attitude; positivity and enthusiasm are key.
Ability to effectively collaborate in and across teams.
Having a genuine passion and commitment to service excellence is essential.
Strong verbal and written communication skills are essential.
Analytical thinking skills with high attention to detail.
Excellent numerical, communication and problem-solving skills together with a solutions driven mind set is needed.
Relationship building and interpersonal skills.
Ability to self-manage, work under pressure, multi-task, prioritize and meet deadlines.
Ability to methodically plan, organize and manage various tasks with detail and due care.
Ability to exercise appropriate judgement and discretion.
Proactive with a sense of urgency and the ability to make quick decisions and establish priorities.
Ability to work under pressure and meet deadlines, ensuring delivery of high-quality output.
Unquestionable integrity and accountability.
Adaptable, flexible (including flexibility in working hours), self-motivated, results driven, and a quick learner will work well in our challenging and dynamic environment.
Typing proficiency
Software, Systems knowledge
Flexcube, Digiata, Bizagi knowledge will be an advantage
Computer skills (MS Office – at least basic to intermediate level)
** Intembeko Investment Administrators is a South African company committed to meaningful transformation. We would like to help redress the imbalances of the past and appoint suitably qualified candidates from designated groups into meaningful roles.
**Interested in the role? Send the following details (updated CV, a certified copy of your ID and transcripts) to HumanResources@intembeko.com or call 021 541 0222 for a confidential conversation
