THE DUTIES AND RESPONSIBILITIES:
Indexing of incoming documents and emails
Processing instructions and supporting documentation.
Ongoing project work in maintain, processing and cleansing data
Related to unallocated deposit identification, investigation and processing
Client and advisor corrections/changes
Assisting in audit / project documentation extraction
Processing of instructions includes, but is not limited to:
Validate and verify online instructions (inflows, outflows, maintenance)
Updating of client’s personal details
Change of debit orders
Change of beneficiaries
Updating banking details
Process instructions received within SLA in accordance with the relevant policies, legislation, and procedures.
Engage in communication with stakeholders, including query management, to complete instructions and manage stakeholder expectations.
Providing accurate information to clients and building and maintaining relationships with internal and external stakeholders.
Making recommendations for improving client service and fair treatment of clients within the scope of responsibility.
Responsible for exceptional dashboard maintenance which includes informative process note documentation, consistent follow ups, adherence to daily business SLAs.
Responsible for consistent performance outcomes in line with role
Maintain strong internal departmental relationships that will foster the growth of a culture in line with the Sygnia Group and Sygnia LISP strategies and vision.
Understand and adhere to the appropriate policies, standards and procedures applicable to the role. This includes a responsibility to ensure maintenance of professional learning and development.
Understand and manage risks and risk events relevant to the role and immediately report any findings to line manager(s) for discussion and resolution.
Report any anomalies and gaps in processes to line manager(s).
Maintain a healthy team spirit by assisting peers where needed, and where reasonably required, process ad hoc tasks as delegated to maintain stability of operations.
Continuously work toward the implementation of processes and controls that fosters an effective LISP environment.
ROLE QUALIFICATIONS & EXPERIENCE
A successful candidate must have:
Post Matric qualification
1 year experience of data capturing or in administration advantageous
Excellent written and verbal communication.
Strong working knowledge of word processing, and spreadsheets (Microsoft office).
Product knowledge of Lisp and Retirement Products advantageous
COMPETENCIES REQUIRED
Strong organisational skills, resilient and able to function in a fast paced and high-pressure environment.
Meticulous, deadline driven and reliable.
Strong sense of duty and accountability
Self-starter proactively taking ownership of development.
Client focused with good verbal and written communication skills.
Exhibit a professional image in person, demeanour, and communication.
High degree of team- and self-awareness
FOR MORE INFORMATION:
Email: recruit@sygnia.co.za
Should you not hear back from us in 14 days, please consider your application unsuccessful.
Disclaimer:
Please be advised that your personal information shared on your resumes will only be used as part of the Sygnia recruitment process for the role applied for. It will not be shared with any third parties for any other reason.