Quality Control Administrator

SUMMARY:
Leading Asset Management company, based in Cape Town, is seeking a Quality Control Administrator to join their team. The Quality Control team is responsible for the quality checking of client instructions (forms) against established product and business rules before submitting those instructions for ultimate processing.

POSITION INFO:
In this role you will:

• Check (QC) instructions accurately within agreed upon turnaround times
• These instructions include the CDD and RR of all legal entities and individuals
• Be flexible in the working hours as required by this function
• Ensure work is completed within the required cut–off times
• Be responsible for understanding and adherence to business rules and processing rules and working within the required SLA
• Assist other team members when necessary – provide cover during periods of absence
• Attend scheduled training sessions
• Investigate, resolve, and take full responsibility for errors made
• Adjust efficiently within new structures
• Participate in achieving the goals of the team
• Attend regular team meetings
• Resolving queries in a timeous manner
• Liaise with client service and advisor liaison consultants to resolve all instructions if and when required
• Ensure forms are completed correctly
• Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)

• Relevant 1 - 2 years working experience
• Relevant degree/diploma (advantage)
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
• Client Service Experience - advantage
• Computer literate - Microsoft packages, Excel (intermediate), Word and Outlook
• Knowledge of platform workflow systems
• Knowledge of the platform product rules and processes

• The ability to build and maintain meaningful relationships
• Driven by results
• Ability to recognise and embrace change
• A client focused and collaborative approach