Senior Transfer Specialist
3 weeks ago
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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