Operations Consultant | Retail Operations

About Allan Gray

With over five decades of investing experience, Allan Gray focuses on generating long-term wealth for our clients, who include individuals, retirement funds, insurers, trusts, companies and foundations. Our clients invest through our focused range of unit trusts, retirement products and life insurance investment pools or in segregated portfolios across both the Institutional and Retail business. 

Purpose of the role

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

Key Attributes and Competencies

● Accuracy and attention to detail

● Excellent time management skills

● Excellent problem-solving skills

● Client-focused with strong verbal and written communication skills

● Self-motivated and agile with the ability to function well under pressure

● Intermediate computer literacy skills in Microsoft Word or Excel