Allan Gray Retail Operations Consultant

Position Overview

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 firm’s 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 also be an advantage

Requirements

We’re looking for motivated, client-focused recent university graduates who has completed an undergraduate or postgraduate degree in Commerce or Business Science, with specialszations in Investments, Finance, Economics and related fields who is eligible to work in South Africa and offers a university GPA minimum of 65% with a minimum of 60% for matric mathematics.

Key Attributes and Competencies

• Passionate about investments
• Enjoys detail-orientated work
• Service-oriented with a helpful attitude
• Highly performance driven and open to new challenges
• Curious, independent minded and skilled in problem solving
• An excellent verbal and written communicator
• A team player who's also committed to delivering on their own personal goals
• Highly adaptable, energetic and agile to thrive in a fast-paced environment
• Growth-focused, responsible and accountable
• Proficient in Microsoft Office Suite