Quality Control Administrator
Role
Quality Control Administrator
Location
Cape Town CBD
Industry
Asset Management
Salary
R30k - 40k / month
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.
Key Responsibilities
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)
Qualifications, Skills & Experience
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