Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
Job Description
To provide a general administrative and fulfilment function for Affluent Express, Private and Prestige/Executive Clients. To provide an account maintenance and investment roll-overs service including general portfolio management administration.
Qualifications
- Matric ,Diploma or Degree in Business Commerce
Experience Required
- Ability to verify documentation, account details, and compliance requirements accurately.
- Identifying and resolving discrepancies or anomalies.
- Experience in administrative functions – retrieval of statements, drafting of letters containing financial information
- Must have 1 - 3 Years Experience with assisting Deceased Estates Customer service on calls or enquiries received from Executors of an estate
- Deceased estates experience preferable.
- Practical knowledge and understanding of the processes and policies used in the Deceased Estates area.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Developing Expertise
- Documenting Facts
- Embracing Change
- Examining Information
- Exploring Possibilities
- Interacting with People
- Team Working
- Thinking Positively
- Upholding Standards
Technical Competencies:
- Active Listening
- Analytical skills – attention to detail
- Strong communication skills
- Financial experience
- Customer Reception and Channelling
- Difficult Calls Management
- Electronic Communications & Devices
- Query Resolution
- Telephone Caller Handling
- Workflow Management
