Senior Transfer Specialist

3 weeks ago


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

Overview:

Rory Mackie & Associates is seeking an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team.

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 liaise with FNZ on a continuous basis.
  • Maintain agreed upon turnaround times on all administrative tasks.
  • Attend regular team meetings.
  • Build strong relationships with internal and external stakeholders.

Requirements:

  • B. Com degree with related experience within a LISP environment.
  • Minimum 5 years' experience with Linked Products, Local Unit Trusts and Offshore Funds is essential.
  • Minimum 1 year's experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers.
  • Proficient in Microsoft Office.
  • Excellent business writing skills.
  • Strong knowledge of transfer processes and requirements.


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