Purpose of the role<\/p>\n
\tThe 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\u2019s retail investment offering.
\n\tThe 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.
\n\tYou will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on.
\n\tYou will report to a team leader, which requires you to work actively within a team but also independently.<\/p>\n
Responsibilities<\/p>\n
Checking and accurately processing all incoming or pending instructions. These include:<\/p>\n
\tNew business transactions, e.g. opening a new investment account
\n\tExisting business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
\n\tProviding 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
\n\tMaintaining accurate record-keeping on internal systems of all interactions with clients and advisers
\n\tKnowledge of various legislative requirements relating to investment products
\n\tSupporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes
\n\tJob specification<\/p>\n
Relevant business degree and\/or job-related experience<\/p>\n
\tSound knowledge of the life insurance industry (including pension funds) and\/or the unit trust industry would be an advantage<\/p>\n
Key attributes and competenciesAccuracy and attention to detail<\/p>\n
\tExcellent time management skills
\n\tExcellent problem-solving skills
\n\tClient-focused with strong verbal and written communication skills
\n\tSelf-motivated and agile with the ability to function well under pressure
\n\tIntermediate computer literacy skills in Microsoft Word or Excel<\/p>\n
Closing Date<\/p>\n
\t31 July 2025<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( http:\/\/www.allangray.co.za ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Allan Gray Proprietary Limited","_company_website":"http:\/\/www.allangray.co.za","_company_tagline":"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","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":{"0":"post-14068","1":"job_listing","2":"type-job_listing","3":"status-expired","4":"hentry","5":"job_listing_region-western-cape","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/14068","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=14068"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=14068"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=14068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}