- Contact Life Companies to chase & expedite transfers in progress
- Understand specific transfer requirements for the various Life Companies
- Expedite unit transfers with various competitor unit trust management companies
- Create requirement checklists for investors / IFA's
- Take full responsibility and own transfer process from cradle to grave
- Prepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparation
- Manage inbound calls from IFA's and their assistants
- Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their offices
- Submit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)
- Manage flow of work in close conjunction with Advisor Liaison Consultant/Sales Consultant/RM (instructions, queries, requests, rejections)
- Manage exceptions
- Log and resolve queries - be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RA
- Be approachable, available, and helpful as the point of escalation and clarity
- Identify trends and raise with FNZ on a continuous basis
- Maintain agreed upon turnaround times on all administrative tasks
- Attend regular team meetings
- Be able to build strong relationships with internal and external stakeholders
- A business / commercial degree with related industry experience
- Experience with Linked Products, Local Unit Trusts and Offshore Funds is essential
- Experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers is essential
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Strong knowledge of transfer processes and requirements
-
Transfers and Onboarding Consultant
Found in: Talent ZA C2 - 4 days ago
Rory Mackie & Associates Cape Town, South Africa Full timeOverview: · 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 ...
-
Legal Intake Specialist
Found in: Talent ZA C2 - 33 minutes ago
Exclusively Remote Cape Town, South Africa Full timeOur client based in the USA is looking for an intake/onboarding specialist for their law firm. The firm specializes in family law. The role as intake specialist will be to telephonically answer questions and encourage the clients to send in their forms for consultations, close th ...
-
Operations and Finance Consultant
Found in: Executive Placements ZA C2 - 5 days ago
The Talent Room Cape Town, South AfricaA company in Cape Town is looking for an operations and finance consultant to join their team. · Duties & Responsibilities · This role will play a critical part in ensuring our service to clients and independent professionals is prompt and professional, as well as helping keep a ...
-
POS Sales Consultant
Found in: Talent ZA C2 - 6 days ago
Tower Group Cape Town, South Africa ContractOur client is looking for Sale Consultants with the right energy, competitive spirit, personal drive and with strong networking skills to grow our footprint of point-of-sale card payment device merchants in the SMME market. These positions are in the Payments (Master/Visa card ac ...
-
Compliance Officer
Found in: Job Placements ZA C2 - 4 days ago
CA Financial Appointments Cape Town, South AfricaMy client, a boutique Wealth Management firm is looking for a Compliance Officer to join their team. This role is responsible for the compliance support and implementation of risk and compliance policies and procedures for the company. · Responsibilities: · Compliance reporting ...
-
Wage Clerk
Found in: Talent ZA C2 - 3 days ago
Red Ember Recruitment (PTY) Ltd Cape Town, South AfricaRed Ember Recruitment is seeking a wage clerk based at the client in Woodstock. · Time & attendance administration through:Daily absenteeism reporting to be compiled and distributed by 10h00 daily. · Ensure that clocking errors are fixed on a daily basis. · Ensuring employees are ...
-
Wage Clerk
Found in: Talent ZA C2 - 3 days ago
Red Ember Recruitment (PTY) Ltd Cape Town, South AfricaJob Description · Red Ember Recruitment is seeking a wage clerk based at the client in Woodstock. · Time & attendance administration through:Daily absenteeism reporting to be compiled and distributed by 10h00 daily. · Ensure that clocking errors are fixed on a daily basis. · Ensu ...
-
Sales Engineer
Found in: Talent ZA C2 - 2 days ago
FOUR POINT 0 Cape Town, South AfricaBattery Energy Storage Systems and Manufacturer is looking for a Sales Engineer to join their team. · As a Sales Engineer, you will be responsible for the growth and development of the organisation's existing clients as well as the sourcing, onboarding, and development of new cli ...
-
HR Consultant
Found in: Talent ZA C2 - 6 days ago
Grey Human Capital Cape Town, South Africa Full timeAn HR Consultancy firm in the Boland is seeking a customer-orientated individual with strong collaborating and influencing capabilities to join the team. As an HR Consultant with us, you'll have the chance to learn and grow in your professional field whilst providing professional ...
-
Financial Advisor and Risk Consultant
Found in: Executive Placements ZA C2 - 42 minutes ago
Ultra Personnel Cape Town, South AfricaMinimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. · Life insurance experience is essential · Short-term insurance experience is an advantage · Appropriate tertiary qualification (bachelors degree in commerce, finance, investments p ...
-
Senior Digital Analytics Consultant
Found in: Talent ZA C2 - 1 day ago
Webrepublic (Pty) Ltd Cape Town, South Africa Full time· Senior Digital Analytics Consultant (100%) - Cape Town at Webrepublic (Pty) Ltd | softgarden · View job here Senior Digital Analytics Consultant (100%) - Cape Town · Full Time · Cape Town, South Africa · Hybrid · With Professional Experience · 4/21/24 · Over the last decade, ...
-
Intermediate BI Developer
Found in: Executive Placements ZA C2 - 4 days ago
IOCO Cape Town, South AfricaWe are looking for an Intermediate to Senior Developer. · Overview · This is a senior development role including design of specifications, coding, implementation, testing, data conversion and documentation and system enhancements. The incumbent is individually accountable for ach ...
-
Student Journey Officer/Customer Service Consultant
Found in: Talent ZA C2 - 5 days ago
Recruitment Cape Town, South AfricaStudent Journey Officer/Customer Service Consultant (JB4148) · Century City Town, Western Cape · Market Related · The Student Journey Officer is responsible for all administrative tasks associated with the HET/NATED and FET programmes that are offered at the campus. Aligned to po ...
-
Sales Representative to schools
Found in: Job Placements ZA C2 - 4 days ago
Rory Mackie & Associates Cape Town, South Africa Full timeOur client is a fast-growing school payments business on a mission to make school payments quick and simple for both schools and their parents. Hundreds of schools are using our client's system across South Africa. By joining our client, you will have the opportunity to be a part ...
-
Flex Wind is seeking a HR Manager to join our team in South Africa
Found in: Talent ZA C2 - 8 hours ago
flex_wind Cape Town, South AfricaAbout the job · You will be part of a fast-growing global service provider within installation and maintenance of wind turbines. Flex Wind with HQ in Denmark is a market leader in LATAM and is growing in the European market. Globally we are more than 500 employees across Denmark, ...
-
Business Development Manager
Found in: Talent ZA C2 - 3 days ago
3E Cape Town, South Africa Full time3E seeks to achieve a true break-through for its consultancy business in the Sub-Saharan region, supported via onboarding a passionate Business Development Manager, with strong initial focus in Southern Africa as well as Western, Central and Eastern Africa. · As such, you are th ...
-
Senior Executive Analytics and Insights
Found in: Talent ZA C2 - 1 day ago
NielsenIQ Cape Town, South Africa Full timeJob Description · ABOUT THIS JOB · NielsenIQ works with clients to provide insights, thought leadership to drive their business and grow their portfolios. Our work helps our clients set growth strategies and determines what products you ultimately see on the shelf. Our team membe ...
-
Lead .Net Developer
Found in: Executive Placements ZA C2 - 42 minutes ago
IOCO Cape Town, South AfricaAt iOCO, we are excited to announce an opportunity for a Lead .Net Developer to join our dynamic team. In this role, the selected individual will spearhead operations within the space, taking charge of existing applications, bug fixes, and maintenance. Beyond routine tasks, we se ...
-
Customer Success Consultant
Found in: Talent ZA C2 - 33 minutes ago
NielsenIQ Cape Town, South Africa Full timeJob Description · The Customer Success Consultant will be working very closely with clients in the FMCG world to have a rigorous understanding of their business, objectives, priorities, and investment decisions they are making or considering. This will enable you to highlight unm ...
-
Junior Business Development Manager with English Language
Found in: Talent ZA C2 - 2 days ago
emerchantpay Cape Town, South Africaemerchantpay is a leading global payment service provider and acquirer for online, mobile, in-store, and over-the-phone payments. Our global payments solution is available through a simple integration, offering a diverse range of features, including global acquiring, global and l ...
Transfers and Onboarding Consultant - Cape Town, South Africa - Rory Mackie & Associates
Description
Overview:
Our client, a leading global Asset Manager is seeking to appoint a Transfers and Onboarding Consultant, on a Fixed Term Contract. 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 business to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors as well as the transferring companies during the lifespan of the transfer.
Responsibilities:
Requirements: