Training, Process and Quality Assurance LISP Investment Environment

Talent Genie

Claremont, Cape Town
Permanent
Full-time

1 month ago

Job Title: Training, Process and Quality Assurance LISP Investment EnvironmentLocation: Western Cape, City of Cape Town, Cape TownJob Type: Permanent, expected to work Full-Time hoursPrimary Industry: Banking and FinanceQualifications: BcommSkills: Training, LISP, Retirement Products, Creating Processes, Monitoring processes, Creating process documents, Creating workflow documents, Risk mitigation, Quality Assurance, Interpersonal skillsWe are a wealth management company focused on individual financial planning, with asset management and LISP integrated business units and entities.Job Duties:

Provide training on LISP investment products and processes
Create and implement efficient processes related to retirement products
Monitor processes to ensure compliance and effectiveness
Develop process documents and workflow documents
Implement risk mitigation strategies
Conduct quality assurance checks on processes and products
Demonstrate strong interpersonal skills in interactions with team members and stakeholders

Required Qualifications:

Bachelor's degree in Commerce or related field

Experience:

Prior experience in training and process development in a financial environment
Experience working with LISP investment products

Knowledge and Skills:

In-depth understanding of retirement products and financial processes
Strong ability to create and implement processes
Proficient in risk mitigation techniques
Demonstrated quality assurance skills
Excellent interpersonal skills for effective communication

Preferred Qualifications:

Professional certification in training or quality assurance
Advanced degree in Finance or related field

Working Conditions:

Office-based role in Claremont, Cape Town, Western Cape
Full-time position with standard office hours
Potential travel for training purposes

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