Trainee, Investment Services

Job Purpose (Job Summary):

To service/process/respond to requests received and work as part of a team to ensure that relevant tasks are prioritized, actioned and completed accurately and on time.

Key Responsibilities / Duties:

• Work as part of a team, ensuring SLA’s (Service Level Agreement)/All relevant regulations are met and maintained, escalating issues to Supervisors / Team Managers.
• Process and respond to requests received, ensuring accuracy and timeliness. Raising issues where necessary to supervisor.
• Provide cover for other team members in their absence and assists other areas, as required.
• Contribute to overall team progress via team meetings / ideas / initiatives / training and development.
• Escalate issues and breaches to relevant parties in a timely manner.
• Check other team member’s output to ensure accuracy, in a timely manner in line with regulatory deadlines/internal service standards.
• Accurately Process all requests and client instructions equests within the established time frames.
• Ability to document the procedures develop training plan and other relevant documentation.
• Accurately verify all requests within the established time frames.
• Other duties and special projects as assigned.
• Respond to basic, Intermediary and advanced/complex questions/queries from other teams independently and do some ground work on complex problems and report to supervisors for escalation

Work Experience / Knowledge:

0-6 Months of Experience (Good to have)

Skills / Other Personal Attributes Required:

• Good communication skills (verbal/written)
• Must be able to analyse and interpret detailed client instructions.
• Ability to document the procedures from time to time.
• Ability to work independently in a high-pressure environment.
• Effective computer skills and attention to detail.
• Process driven approach with a strong emphasis on compliance with rules and regulations

Formal Education: (minimum requirement to perform job duties)

BCom Graduates

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Incumbents may be required to perform other duties as deemed appropriate by the supervisor from time to time.

Job Purpose (Job Summary):

To service/process/respond to requests received and work as part of a team to ensure that relevant tasks are prioritized, actioned and completed accurately and on time.

Key Responsibilities / Duties:

• Work as part of a team, ensuring SLA’s (Service Level Agreement)/All relevant regulations are met and maintained, escalating issues to Supervisors / Team Managers.
• Process and respond to requests received, ensuring accuracy and timeliness. Raising issues where necessary to supervisor.
• Provide cover for other team members in their absence and assists other areas, as required.
• Contribute to overall team progress via team meetings / ideas / initiatives / training and development.
• Escalate issues and breaches to relevant parties in a timely manner.
• Check other team member’s output to ensure accuracy, in a timely manner in line with regulatory deadlines/internal service standards.
• Accurately Process all requests and client instructions equests within the established time frames.
• Ability to document the procedures develop training plan and other relevant documentation.
• Accurately verify all requests within the established time frames.
• Other duties and special projects as assigned.
• Respond to basic, Intermediary and advanced/complex questions/queries from other teams independently and do some ground work on complex problems and report to supervisors for escalation

Work Experience / Knowledge:

0-6 Months of Experience (Good to have)

Skills / Other Personal Attributes Required:

• Good communication skills (verbal/written)
• Must be able to analyse and interpret detailed client instructions.
• Ability to document the procedures from time to time.
• Ability to work independently in a high-pressure environment.
• Effective computer skills and attention to detail.
• Process driven approach with a strong emphasis on compliance with rules and regulations

Formal Education: (minimum requirement to perform job duties)

BCom Graduates

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Incumbents may be required to perform other duties as deemed appropriate by the supervisor from time to time.