Website Allan Gray Proprietary Limited
Allan Gray Proprietary Limited is an investment manager, focused on creating financial security for investors. You can access our investment expertise through our unit trusts. Our purpose is to help investors build wealth over the long term. We seek to earn the trust of our clients by providing supe… read morerior long-term investment performance, outstanding client service and holding ourselves to the highest ethical standards. Since inception, our global mandate share portfolio has achieved an average annual return of 27.4%. This means that an investment of R10 000 made with Allan Gray on 15 June 1974 would have grown (before fees) to R142 111 981 by 31 December 2013. By comparison, the returns generated by the FTSE/JSE All Share Index (before any fees) over the same period would have grown a similar investment to R6 704 663. Cape Town, Western Cape
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 be an advantage
Key attributes and competenciesAccuracy 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
Closing Date
31 July 2025
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Apply via company website ( http://www.allangray.co.za ) or