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    Specialist Consultant - Cape Town, South Africa - Rory Mackie & Associates

    Rory Mackie & Associates
    Rory Mackie & Associates Cape Town, South Africa

    2 days ago

    Default job background
    Full time
    Description

    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 offered.

    Responsibilities:

    Offshore:

    • Provide a holistic service to Advisors and their assistants by forming part of a central team dealing with all relevant requests, quality checking/screening, queries, rejections, escalations, and reporting
    • To check quality control (QC) instructions accurately within agreed upon turnaround times. These instructions include the CDD and RR of all legal entities and individuals
    • To be flexible in the working hours as required by this function
    • Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)
    • Understanding and adherence to business rules and processing rules and working within the required SLA
    • Assist other team members when necessary – provide cover during periods of absence
    • Investigate, resolve, and take full responsibility for errors made
    • This entails telephonic and written communication as well as possible face to face interactions with Advisors and their assistants

    Model Portfolios:

    • Provide a holistic service to Retail Asset Consultants that manage Model Portfolios on behalf of their clients as well as IFA's with a FAIS Cat II license managing Model Portfolios for their clients
    • This includes managing and controlling restructures, rebalances and fund replacements including the relevant communication, monitoring, and reconciling of requests/instructions
    • It will also include managing and controlling any bulk requests for Model Portfolio restructures and rebalances by managing the client's expectations and monitoring progress of script processing
    • Build and maintain relationships with all clients
    • Build and maintain relationships with all service providers - including administration platform as well as foreign exchange and banking services
    • Build and maintain relationships with internal clients such as all regional sales teams, domestic compliance team as well as the Guernsey compliance team
    • Be responsible for proactive communication, telephonic and/or e-mail keeping clients informed regarding any activity around their queries and requests
    • Possible mail merging
    • Be responsible for checking and calculating of complex backdates calculations
    • Support to Advisor and Client Service Teams when required
    • Liaise with Data Management and Reporting Team
    • Offer web support

    Internal Business Analysis and Reporting:

    • Run daily, weekly, and monthly reporting that will include but is not restricted to;
    • Queue age analysis in line with SLA
    • Analysing of Query reporting
    • Risk Adjusted Capital (RAC) reporting
    • Cat II IFA reporting (Model Portfolio)
    • Internal Control reporting including changed bank accounts, floor limits and third-party payments

    Requirements:

    • Minimum of 5 -7 years' industry experience, particularly in the LISP environment
    • Minimum of 3 years' experience in an IMS Advisor Liaison capacity
    • 3-year relevant Diploma or BCom degree
    • Business Analysis qualification will be advantageous
    • Advanced experience in Excel (including pivot tables, macros) and other reporting tools
    • In-depth experience and insight to IMS Model Portfolio offering; the associated processes, business rules and legislation
    • An in-depth knowledge around IMS Global Select offering including GAPU and GIB products, associated processes, business rules and legislation incl. Guernsey AML requirements
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