Onboarding and Administration Expert

1 day ago


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

**Job Description**

We are seeking a highly skilled Transfers and Onboarding Consultant to join our team at Rory Mackie & Associates. 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 Role:

  • 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 Company:

  • 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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