Unit Trust Operations Expert: Authoriser

4 days ago


Cape Town, Western Cape, South Africa Prescient Limited Full time

Precise and meticulous, we are seeking an experienced Unit Trust Operations Expert: Authoriser to join our team at Prescient Limited. In this critical role, you will be responsible for reviewing and authorizing account opening applications, verifying client tax details, and ensuring adherence to business rules and regulatory requirements.

Your key duties will include:

  • Reviewing and authorizing account opening applications with a focus on quality and accuracy;
  • Verifying client tax details and ensuring adherence to business rules and regulatory requirements;
  • Clearing all inboxes and reporting daily; and
  • Identifying and highlighting internal training gaps.

To succeed in this role, you will need at least 2-4 years of experience in an authorising role in Investor Services and a relevant tertiary qualification or study towards a BCom, BTech, Finance, or Business Administration degree. Excellent communication skills, accuracy, and attention to detail are essential.



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