▷ (Only 24h Left) Estate Late Administrator - Retail Investments (LISP)

Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on...

**Overview**: Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries,...

Key Responsibilities: - Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act) - Make sure all relevant business rules and compliance processes must be adhered to - Client Servicing: assist and resolve all queries received via telephone...

Key Responsibilities:Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act)Make sure all relevant business rules and compliance processes must be adhered toClient Servicing: assist and resolve all queries received via telephone or email...

Company OverviewRory Mackie & Associates is a leading global Asset Manager, seeking a skilled Estate Late Administrator to join their team. Our client's Investment Platform (LISP) requires dedicated professionals to manage death claims and related queries efficiently.

Financial Management & Business Development: - Lead Generation & Market Intelligence: - Retain 80% of the firms existing client base annually, ensuring long-term client relationships. - Grow the client database by adding at least one new source/agent per month, generating new leads and business opportunities. - Achieve a monthly business development...

Job SummaryWe are seeking an experienced Late Estate Case Manager to administer estate late cases in line with current legislation. The successful candidate will ensure compliance with relevant business rules and regulations, providing exceptional service to stakeholders.

Job Title: Retail Investment ManagerAbout the Role:The Recruitment Council is seeking a skilled Retail Investment Manager to join our team. As a key member of our national sales and distribution team, you will be responsible for fostering and growing key relationships within the Western Cape retail investment market. Your primary focus will be on engaging...

**Overview**: Our client, a leader in investments in South Africa, is looking for a high performing New Business Consultant to manage the end-to-end processing of inflow instructions in a dynamic and growing LISP environment. The LISP New Business Operations Consultant will be responsible for ensuring that all new work is correctly validated, complied and...

**Overview**: Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry....

Overview:Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products...

As a Senior Retail Investment Manager at The Recruitment Council, you will be responsible for driving business growth and fostering relationships within the Western Cape retail investment market. With a strong presence in the region, your network and industry expertise will be crucial in promoting our funds to key stakeholders. Key Responsibilities...

**Overview**: Our client, a leading dynamic Asset Manager, is looking for an exceptional individual to join their Retail Investment Services Team in the capacity of a Client Relationship Manager (CRM). **Responsibilities**: - Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLAs and in...

Key Responsibilities: - Social Media Strategy Development: - Collaborate with internal teams to create social media strategies that align with business objectives. - Research industry trends and audience insights to drive content creation and engagement. - Content Creation & Curation: - Create engaging content for social media platforms (LinkedIn,...

Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their 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 client’s...

Key Responsibilities: - Set-up & maintenance of Trading instructions, input & send authorised trade instructions on behalf of the Investment Manager. - Monitor & check execution of trade instructions via the pricing administrator - Monthly monitoring of portfolio positions provided by LISP. - Confirmation that portfolios conform to latest Investment...

Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Assess own performance, seek timely and clear feedback and request training where appropriate - Build and...

Diagnose and repair electrical, electronic, and mechanical faults efficiently Conduct machine inspections and complete job cards thoroughly Perform and improve scheduled maintenance and assist with equipment installations and repairs Ensure adherence to safety protocols and contribute to developing procedures Guide and support less experienced personnel...

Sales Administration Specialist Are you a highly organized and detail-oriented professional with a passion for keeping processes efficient and effective? Do you thrive in dynamic environments and enjoy collaborating with a sales team to deliver exceptional results? If this sounds like you, we want to hear from you! Key Responsibilities: - Responding to...