Transfers and Operations Specialist
2 weeks ago
**Job Overview**
Rory Mackie & Associates is seeking a highly skilled Transfers and Onboarding Consultant to join our Investments Platform Operations team. As a key member of our team, you will be responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers.
The ideal candidate will have a strong background in Linked Products, Local Unit Trusts, and Offshore Funds, with a minimum of 5 years' experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers.
This is an exciting opportunity to work with a leading global Asset Manager, where you will be able to utilize your expertise to ensure seamless transfer processes and maintain excellent relationships with internal and external stakeholders.
About the Job:
- Contact Life Companies to chase and expedite transfers in progress
- Understand specific transfer requirements for various Life Companies
- Expedite unit transfers with competitor unit trust management companies
- Create requirement checklists for investors and IFA's
- Take full responsibility for the transfer process from start to finish
- Prepopulate and prepare client packs of documentation, as well as assist IFA's and assistants in documentation preparation
- Manage inbound calls from IFA's and their assistants
- Offer support and training to IFA's and assistants
- Submit, track, and provide feedback to Sales Consultants/RM (targets), IFA's, and assistants
- Manage flow of work in conjunction with Advisor Liaison Consultant/Sales Consultant/RM (instructions, queries, requests, rejections)
- Manage exceptions and log/resolve queries
- Maintain agreed upon turnaround times on all administrative tasks
About Our Team:
- We offer a dynamic and supportive work environment
- Ongoing training and development opportunities
- A chance to work with a leading global Asset Manager
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