Pa/client Services and Operations Co Ordinator

3 weeks ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

Responsibilities:

  • Responsibility for client interaction, operations, administration and compliance
  • Administering client investment accounts, investments incoming and outgoing, instituting compliance processes and monitoring, and liaising with clients and FSPs
  • Providing excellent client service, in line with company and regulatory requirements
  • Effectively managing workload and responding to requests and tasks in a timely and professional manner
  • Working closely with the Owner to deliver regular reviews, quarterly reports, biannual reports, valuations, and recommendations to the clients
  • Calculate and determine financial transfers, based on complex formulas
  • Work with foreign currencies (foreign exchange) to ensure payments and transfers are 100% accurate
  • Provide adhoc support to Owner and clients alike, to ensure the smooth and efficient running of the business

Requirements:

  • Prior academic studies in the following areas will be beneficial:
  • Commercial Law
  • Compliance
  • Risk Management
  • Investment Management
  • Financial Planning
  • Strategic Management
  • Business Management
  • A sound understanding of collective investment schemes and retirement annuities
  • At least years' work experience in a client facing role within Financial Services/Wealth Management environment
  • Strong interest/experience in IT systems
  • MS Office package expertise, particularly Excel, Word, PowerPoint and Outlook

Character and Attributes:

  • Mature in approach and selfassured
  • An excellent communicator, written and verbal
  • Pays attention to detail
  • A genuine interest in people's investments
  • Passionate about delivering excellent service
  • Persistence and tenacity in getting a task completed
  • Problem solver
  • Quick learner
  • Business aptitude and a desire to understand the bigger picture as well
  • Self motivated


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