Transfers and Onboarding Consultant Sandton
2 weeks ago
Join one of South Africa’s leading Independant FSP's as a Transfers and Onboarding consultant and you will be responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into the company and transfers from the company to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors as well as the transferring companies during the lifespan of the transfer.
**Responsibilities**:
- Contact Life Companies to chase & expedite transfers in progress
- Understand specific transfer requirements for the various Life Companies
- Expedite unit transfers with various competitor unit trust management companies
- Create requirement checklists for investors / IFA’s
- Take full responsibility and own transfer process from cradle to grave:
- Prepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparation
- Manage inbound calls from IFA’s and their assistants
- Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their offices.
- Submit, track, and give feedback to sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)
- Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections)
- Manage exceptions
- Log and resolve queries. Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RA
- Be approachable, available, and helpful as the point of escalation and clarity
- Identify trends and raise with FNZ on a continuous basis
- Maintain agreed upon turnaround times on all administrative tasks
- Attend regular team meetings
- Be able to build strong relationships with internal and external stakeholders
Qualifications:
- A business / commercial degree with related industry experience
**Experience**:
- Minimum 5 years’ experience of Linked Products, Local Unit Trusts and Offshore Funds is essential
- Minimum 1 years’ experience in dealing with Section 14, Living Annuity, voluntary products and offshore transfers
Knowlege:
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Strong knowledge of transfer processes and requirements
Attributes:
- The ability to build and maintain meaningful relationships
- A client focused and collaborative approach
- High conviction and be comfortable sharing opinions
- Ability to analyse, interpret and assimilate information
-
Transfers & Onboarding Consultant (Section 14
2 months ago
Johannesburg, South Africa Afrizan People Intelligence (Pty)Ltd Full time_**Roles and Responsibilities**_ - Contact Life Companies to chase & expedite transfers in progress - Understand specific transfer requirements for the various Life Companies - Expedite unit transfers with various competitor unit trust management companies - Create requirement checklists for investors / IFA’s - Take full responsibility and own transfer...
-
Transfers & Onboarding Consultant (Section 14
2 weeks ago
Johannesburg, Gauteng, South Africa Afrizan People Intelligence (Pty)Ltd Full time_Roles and Responsibilities_ Contact Life Companies to chase & expedite transfers in progress Understand specific transfer requirements for the various Life Companies Expedite unit transfers with various competitor unit trust management companies Create requirement checklists for investors / IFA's Take full responsibility and own transfer process from cradle...
-
Tax Consultant Mining Group
3 weeks ago
Johannesburg, South Africa People Source Full time**Tax Consultant Mining group -Sandton** Superb role for a B Com in Tax, Accounting or Finance with 4 to 5 years of Tax experience in mining with exposure to deferred tax, transfer pricing, mining royalties and Diesel rebate compliance and Corporate Tax compliance. Assist the Group Tax Manager on all tax related matters for 20 entities as well as Transfer...
-
Tax Consultant Mining Group
2 months ago
Johannesburg, South Africa People Source Full time**Tax Consultant -Mining group -Sandton** Superb role for a B Com in Tax, Accounting or Finance with 3 years of Tax experience within a mining group with exposure to deferred tax, transfer pricing, mining royalties and Diesel rebate compliance and Corporate Tax compliance. Assist the Group Tax Manager on all tax related matters for 20 entities as well as...
-
Kyc / Aml Onboarding Consultant
2 months ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeLead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements. - Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements. - Managing and updating investor reporting systems. - Accounting...
-
KYC / AML Onboarding Consultant
2 months ago
Johannesburg, South Africa Adzuna ZA B C2 Full timeLead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements.Managing and updating investor reporting systems.Accounting for...
-
KYC / AML Onboarding Consultant
2 months ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeLead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements.Managing and updating investor reporting systems.Accounting for...
-
KYC / AML Onboarding Consultant
2 months ago
Johannesburg, South Africa Curiska Full timeLead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements.Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements.Managing and updating investor reporting systems.Accounting for...
-
KYC / AML Onboarding Consultant
2 months ago
Johannesburg, South Africa Curiska Full timeLead the client onboarding process, ensuring the necessary documentation is completed accurately and efficiently, and in compliance with regulatory requirements. Ensure all regulatory requirements and deadlines are met, including KYC/AML, FATCA/CRS, and other relevant regulatory requirements. Managing and updating investor reporting systems. Accounting for...
-
Consultant, Onboarding Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa TransUnion Full timeTransUnion's Job Applicant Privacy NoticeWhat We'll Bring:Dynamics of the RoleThis is an exciting time for TransUnion GCC Africa, as the company is evolving and transforming as a fully remote organization, with HR playing a pivotal role of change agents in culture and people practices. To enable this change we are looking for a dynamic individual who...
-
Medical Software Onboarding Consultant
4 weeks ago
Johannesburg North, South Africa Stepwise Recruitment Full timeAn exciting opportunity exists with a Healthcare IT Company for a Software Consultant to onboard and upsell to medical practices digitally. **Roles and Responsibilities**: - Manage and take full ownership of an allocated base of Healthcare practices; - Develop strong relationships with allocated practices; - Work with the company's Sales Consultants to...
-
Consultant, Onboarding Specialist
4 weeks ago
Johannesburg, South Africa TransUnion Full timeTransUnion's Job Applicant Privacy Notice **What We'll Bring**: Dynamics of the Role This is an exciting time for TransUnion GCC Africa, as the company is evolving and transforming as a fully remote organization, with HR playing a pivotal role of change agents in culture and people practices. To enable this change we are looking for a dynamic individual...
-
Manager, Transfer Pricing
3 weeks ago
Johannesburg, South Africa OutsideCapital Full timeKey responsibilities include: - Preparation and review of transfer pricing reports including functional analysis; industry analysis; company analysis and economic analysis; - Benchmarking analysis and data analysis; - Functional analysis interviews and preparation; - Support for transfer pricing partner in all aspects of marketing and business...
-
Tax Consultant Mining Group
2 weeks ago
Johannesburg, Gauteng, South Africa People Source Full timeTax Consultant -Mining group -SandtonSuperb role for a B Com in Tax, Accounting or Finance with 3 years of Tax experience within a mining group with exposure to deferred tax, transfer pricing, mining royalties and Diesel rebate compliance and Corporate Tax compliance. Assist the Group Tax Manager on all tax related matters for 20 entities as well as Transfer...
-
Sales and Onboarding Executive
4 weeks ago
Johannesburg, South Africa Moove Full time**About Moove** Moove is on a mission to build the largest mobility fintech for emerging markets. Our starting point is a technology-enabled lending model to radically transform the availability of auto finance and vehicles for on-demand ridesharing services across tier 1 African cities. By doing so, Moove is creating sustainable jobs for mobility...
-
Onboarding Specialist Uhnw Investments
2 months ago
Johannesburg, South Africa Efficient Frontier Recruitment Full timePrestigious boutique investment management firm has an exciting opportunity in their operations team for a young, super organised and dynamic professional with strong accountability and the ability to deal directly with very wealthy and sophisticated clients. The role will involve the entire client onboarding process, managing operations, ensuring regulatory...
-
Consultant, Onboarding
2 weeks ago
Johannesburg, Gauteng, South Africa Standard Bank Of South Africa Limited Full timeBusiness Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Simmonds Street 5 To route and allocate (onboard) all customer communication received (via chat and email) to the appropriate areas for resolution in alignment with customer experience requirements. Accurately and timeously assess suspicious and unusual transactions on accounts and...
-
Service, Support and Onboarding Consultant
3 weeks ago
City of Johannesburg, Gauteng, South Africa Zeal HR Full time**Service and Support Consultant - Must have Financial Advisor or Brokerage experience in the Investment Industry** The position requires an experienced and suitably qualified Service and onboarding Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage...
-
Onboarding Specialist Uhnw Investments
2 weeks ago
Johannesburg, Gauteng, South Africa Efficient Frontier Recruitment Full timePrestigious boutique investment management firm has an exciting opportunity in their operations team for a young, super organised and dynamic professional with strong accountability and the ability to deal directly with very wealthy and sophisticated clients. The role will involve the entire client onboarding process, managing operations, ensuring regulatory...
-
Onboarding Specialist
1 week ago
Johannesburg, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: **purpose**: - The role is responsible for holistically managing requests including client onboarding and ensures that the requests are attended to within the agreed service level agreements (SLA). The role will be required to organize, streamline and oversee the onboarding of New to Bank and...