Financial Consultant
2 weeks ago
Overview
Rory Mackie & Associates is a leading global Asset Manager seeking to hire a skilled professional to join their Investment Platform Operations team. Our company prides itself on providing exceptional client servicing and administration of global products offered.
Job Summary
The Financial Consultant will provide a holistic service to Advisors and their assistants, forming part of a central team dealing with all relevant requests, quality checking/screening, queries, rejections, escalations, and reporting. This role requires offshore work, ensuring online submissions meet all business rules within agreed turnaround times.
Responsibilities
- Provide a centralized service to Advisors and their assistants by managing all relevant requests, including quality checking and screening.
- Ensure online submissions meet all business rules, including signatures, discretionary broker permissions, and security checks.
- Understand and adhere to business rules and processing rules, working within the required SLA.
- Assist other team members when necessary, providing cover during periods of absence.
- Investigate, resolve, and take full responsibility for errors made.
Requirements
- Minimum 5-7 years' industry experience in the LISP environment.
- Minimum 3 years' experience in an IMS Advisor Liaison capacity.
- 3-year relevant Diploma or BCom degree.
- Business Analysis qualification advantageous.
- Advanced experience in Excel (including pivot tables, macros) and other reporting tools.
Benefits
- A competitive salary range of $80,000 - $110,000 per annum.
- Opportunities for career growth and development.
- A dynamic and supportive work environment.
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