Administrator Retirement and Life - Fixed Term Contract

Intembeko Investment Administrators; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Intembeko Investment Administrators seeks an Administrator to maintain high-quality standards while validating and processing client instructions with accuracy. You will deliver excellent client service and ensure timely completion of all pended work, following up as needed to meet service levels.

The role involves accurate input into the administration and workflow systems, ensuring compliance with business rules, and supporting the Team Leader and colleagues as part of a busy operations team.

Qualifications

• Matric/Grade 12 is required; tertiary qualifications are advantageous.
• 1 year experience in financial services or unit trust operations preferred.
• Accurate processing and validation of client instructions and adherence to SLAs.

Responsibilities

• Validate and process client instructions into the administration system accurately.
• Review input in the workflow system and maintain up-to-date records.
• Ensure turnaround times meet SLA and cut-off deadlines.
• Verify compliance with business rules and legal requirements.
• Assist in fraud and money-laundering prevention per regulations.
• Demonstrate understanding of Intembeko's offerings and apply to outputs.
• Identify and correct errors promptly and support team members.
• Take on ad hoc duties as required.

Skills

Administrative skills

Attention to detail

Numerical skills

Analytical ability

MS Office proficiency

Teamwork

Ownership & accountability

Client service oriented

Resilience

Flexibility / overtime

Education

Matric / Grade 12

Relevant tertiary qualification

Tools

MS Office

Flexcube

Digiata

Bizagi

Typing proficiency

Job description

Purpose of the job

The primary responsibility of the Administrator is to maintain a high standard of quality while efficiently validating and processing instructions received by Intembeko. The role requires delivering excellent service to all clients and ensuring that all incoming work is actioned timeously and accurately. This includes correctly processing and capturing instructions, as well as proactively following up on all pended work to ensure completion within required service levels.

Reporting to the Team Leader

Reporting to the Team Leader.

Main Duties & 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.
• The accurate review of work input into the workflow system.
• Ensuring all incoming work is 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.
• Assist with the prevention of fraud and money laundering by adhering to business and legal requirements.
• Technical understanding of Intembeko's and the clients' 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.

Ideal Experience

• 1 year experience within the Linked Investment Service Provider/Financial Services Industry (Experience within a Unit Trust operational area will be an advantage).

Competencies and ideal personality attributes

• Resilience and tenacity
• Positive and enthusiastic attitude
• Ability to work under pressure
• Ability to work as part of a team
• Ownership
• Accountability
• Strong administrative skills
• Relationship building skills
• Attention to detail
• Accuracy
• Numerical skills
• Analytical ability
• Computer skills (MS Office)
• Flexibility (Overtime)
• Unquestionable integrity
• Client service oriented

Software and systems knowledge

• Computer skills (MS Office)
• Typing proficiency
• Flexcube, Digiata, Bizagi knowledge will be an advantage

Ideal Qualifications

• Matric / Grade 12
• Relevant tertiary qualification would be an advantage

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.