Offshore Administrator
2 weeks ago
Responsibilities will include the following:
- of instructions
- of instructions
- and maintaining client information
- deposit matching
- on client / investor queries
- of instructions
Indexing and Quality Control:
To triage and ensure that instructions are dealt with appropriately within the turnaround times and cut-offs as per the service level agreement (SLA)
To ensure all relevant information and or supporting documentation is received and attached to the instruction; to ensure the instruction is promptly finalised and legally compliant and in accordance to the business rules
To ensure that all controls and queue monitoring are performed
To maintain a zero error rate.
Capture:
To accurately capture client instruction(s) on the system
Ensure SLA's are being met daily.
Verification/ Authorise:
To check / verify that the static information (client's personal information) and instructions have been accurately captured according to client instruction(s)
Reports:
To generate and check Health checks and exception reports and take appropriate action
To investigate any errors and take full responsibility to rectify errors
To report any risks to management
Relevant admin and cash management reporting.
Testing
Test new processes and system enhancements/implementations end to end when required
Experience / Qualification required.
- Matric
- Tertiary qualification / studying towards a tertiary qualification.
- Offshore administration experience preferable
- Finance reconciliation and cash management experience preferable.
Hybrid work on UK / SA Time zone (GMT and then BST during daylight saving)
About FNZ
FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help consumers better achieve their financial goals.
The business has grown rapidly in recent years, as its institutional customers have used FNZ's platform to improve transparency, choice and drive down long-term costs for consumers of wealth management products across all segments: from mass-market workplace pensions to mass-affluent and high-net-worth clients.
Today, FNZ is responsible for over £400 billion in assets under administration (AuA) held by around 5 million customers of some of the world's largest financial institutions, including Standard Aberdeen, Santander, Lloyds Bank, Vanguard, Generali, Barclays, Quilter, UOB, Aviva, Zurich, UBS, BNZ, Findex and FNZC.
- About FNZ_
- FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back._
- We created wealth's growth platform to help. We provide a global, endtoend wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution._
- We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA)._
- Together with our customers, we help over 20 million people from all wealth segments to invest in their future._
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