
Financial Professional Wanted
20 hours ago
This is an exciting chance to work in the banking and finance sector.
About the Roles- Pensions: Handle written enquiries from policyholders, process back-office insurance tasks, and respond professionally to complaints.
- Approved Retirement Fund (ARF): Manage post-retirement ARF processes including new business input, income payments, surrenders, top-ups, and fund switches.
- Savings & Investments: Process savings and investment activities for new business, including data input, investment updates, special underwriting cases, conversions, and electronic data matching.
- Bachelors degree in Finance or a related field.
- Strong written communication and customer service skills.
- 2+ years experience in retirement fund operations, financial or insurance operations, or similar roles.
- Work within established procedures and service standards.
- Collaborate with colleagues in self-managed teams and continuously suggest improvements.
- Maintain high quality and compliance while executing and monitoring transactions.
- Opportunity to develop your career in finance.
- Chance to work in a dynamic team environment.
- Role involves working with various financial products.
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