Ta Client Services: Authoriser
2 weeks ago
**Duties and Responsibilities**
- Accurate review of all new business captured into Administration system.
- Strong focus on ensuring Quality of all capturing Subscription, Redemption and Switch instructions form
- Review and authorise of processing and review the setting up of broker fees is correct
- Strong adherence to review and implementing and maintaining process controls using workflow management
- Review & authorise that the recording client tax details appropriately
- Management of internal relationships to ensure prompt client response. Providing support to the CRM and broader client service team with queries
- Ensure the correct capturing of all regulatory classifications (FATC, OECD, ASISA, SARB)
- Provide feedback to Management regarding training requirements within bigger team
- Provide weekly feedback on errors in Team and provide trends and analysis of it
- Authorise all flows before end of day and clear all inboxes and report daily
- Authorise all flows before SLA deadlines
- Minimise and escalate Incidents
- Act as back up for Processing and perform duties across
- Manage and execute all workflow items daily
- Overall skill to identify and highlight internal training gaps
**Required Experience**:
- Relevant experience of at least 2-4 years in an Authorising role in Investor Services environment is essential.
**Required Qualifications**:
- Relevant tertiary qualification (or study towards) a BCom, BTech, Finance, Business Administration highly advantageous.
- Minimum Matric coupled with relevant industry relate courses (NQF 5/6 equivalent)
**System Exposure**:
- Strong MS Office skills, solid excel ability
- Exposure to investment systems and workflow tools required
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