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Client Maintenance Administrator

4 months ago

Sandton, South Africa Momentum Securities Full time

Introduction

  • Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade executions (nondiscretionary/selfmanaged portfolio), an advisory portfolio, fullservice stockbroking services and specialist research integrating both a macro and micro market view.
    Role Purpose
  • The purpose of the
    Client Maintenance Administrator role is ensure the accurate opening and maintenance of client trading accounts

Requirements:

Qualifications:

  • Matric
  • Relevant qualification will be an added advantage
***Experience: - 2-3 years' experience in a similar role in the financial services industry (Stockbroking experience will be an added advantage)

  • Proficiency in Microsoft: Windows: Word and Excel
**Knowledge

  • Knowledge of JSE related processes and systems
  • Working knowledge of processing FICA documents and mandates

Duties & Responsibilities
**Opening of clients' accounts

-
Opening of non-controlled accounts:

  • Accurately captures the account information provided by the client onto the relevant system.
  • Request authorization of new accounts from the relevant authorizers.
  • Accurately Capture the SSI (Standard Settlements Instructions) details onto the relevant system and monitor the status to check that the details are verified.
  • Once the account if created, forward provide the details of the account to the Portfolio Manager and Client Services department.
  • Ensures that the mandate is signed by the authorized person.
- **Opening of controlled accounts**:
  • Ensure that all the required information is received and the necessary regulatory checks have been completed before opening the client's account.
  • Capture the correct information received, load onto the relevant system to create the client's account.
  • Ensures that the mandate is signed by the authorized person.
- **Onboarding SBL (Securities Based Lending) Facility**:
  • Ensure the information approved by the team leader is accurately captured on the relevant system.
  • Correctly load the SBL contract onto the relevant system to ensure that it is accurately linked to the correct client account details.

Maintenance of Clients' accounts
- **Changes on the client's account**:
  • Capture the verified information provided by Accounts Verification Officer for account amendments.
  • Request authorization for sign off on the changes made and forward the final account details to the relevant stakeholders.
  • Ensure the accurate loading of Portfolio Management fee is linked to the correct client account is done as per the mandate.
  • Ensure that the client's account does not have any holdings before closure on the systems used and close the account.

Competencies
-
Following procedures: Conforms and adheres to rules; closely follows instructions and procedures; minimises risks by sticking to processes.
-
Managing tasks :Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks.
-
Taking action: Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.
-
Upholding standards: Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
-
Showing composure: Stays calm and relaxed during events; is not worried and tolerates stress levels; is composed in dealing with pressure.
-
Team working: Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision-making
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Interacting with people: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
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Meeting timescales: Is target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks.