Transfer Operations Specialist

1 week ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time
{"Overview": "At Rory Mackie & Associates, we are seeking a skilled Transfers and Onboarding Consultant to join our Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers. These include transfers into and from our business to external companies, requiring accuracy and timely execution. The team collaborates directly with Financial Advisors and transferring companies throughout the transfer process.", "Responsibilities": "

\t* Contact Life Companies to expedite transfers in progress and ensure timely completion
\t* Understand specific transfer requirements for various Life Companies and expedite unit transfers with competitor unit trust management companies
\t* Create requirement checklists for investors and Financial Advisors
\t* Take ownership of the transfer process from initiation to completion
\t* Prepare client packs of documentation and assist Financial Advisors and their assistants in documentation preparation
\t* Manage inbound calls from Financial Advisors and their assistants
\t* Provide training and support to Financial Advisors and their assistants
\t* Submit, track, and provide feedback on transfer progress to Sales Consultants and Financial Advisors
\t* Manage exceptions and log and resolve queries
\t* Maintain agreed-upon turnaround times on all administrative tasks
\t* Attend regular team meetings and build strong relationships with internal and external stakeholders
\t* Identify trends and collaborate with FNZ on a continuous basis\", "Requirements": "

\t* B. Com degree with related experience within a LISP environment
\t* Minimum 5 years' experience with Linked Products, Local Unit Trusts, and Offshore Funds
\t* Minimum 1 year's experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers
\t* Proficient in Microsoft Office
\t* Excellent business writing skills
\t* Strong knowledge of transfer processes and requirements\"}

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