Purpose

To provide operational and administrative support services for investment retention by meeting pre-set goals and following agreed-upon standard operating procedures (SOPs).

Experience Requirement

1 – 2 years of experience in a comparable context

Critical Job

The following are essential requirements for this position:

• Take part in Ad Hoc Initiatives.
• Be accountable for giving accurate information

Minimum Qualifications

Qualification at FETC (National Qualifications Framework Level 4) in Office Administration

Additional Minimum Qualifications

• RE5
• 35 FAIS Credits

Outputs

Process

• Help provide a full administrative service by following established protocols to the letter.
• Produce letters, documents, and spreadsheets, and manage related records, databases, and file cabinets using a variety of software applications.
• Create various documents and generate reports as required by established criteria and guidelines.
• Perform all required tasks for policy servicing, policy servicing renewals, new business, records, valuations, quotes, and technical documentation in accordance with all applicable guidelines.
• Responsible for one’s own performance in accordance with established policies, norms, and processes.
• Find issues before they get out of hand, fix the ones you can, and report the tough ones.
• Prepare for the completion of tasks and make necessary adjustments based on your plan.

Another Job you might like is; Flexi-Personnel’s Last Mile Associate

Customer

• Improve the customer service experience by answering customer questions and reporting difficult questions to the appropriate department.
• Follows through on tasks to make sure that customer service meets or exceeds customer expectations and is in line with the principles of Treating the Customer Fairly (TCF).

Finance

• Follow the rules, policies, and procedures that have been set up to prevent possible losses or waste.

Learning and Growth

• Help improve your own area-specific knowledge in a positive way.

Governance

• Follow the rules and processes for governance and compliance that are set for a certain area of work, and find, fix, and report risks as needed.

Competencies

Values of Liberty

Technical Competencies

• Resolution of a query (Intermediate)
• Reporting and Making Sense
• Taking care of customer relationships

Behavioural Competencies

• Organization and Paying Attention to Details
• Effectiveness in Relationships
• How to solve problems and analyze
• Teamwork and Working Together (Basic)
• Putting the customer first
• How to Talk to Get Results (Basic)
• Managing relationships and making connections
• Focus on the customer (Basic)

Method of Application