Process and execute financial advisor and client instructions whilst adhering to operational processes and engagement with investment houses to give effect to instructions to: open accounts, switch investments, close information as required. Validate all types of instructions processed in the platform system for quality daily and confirm and communicate all processed instructions to clients and financial advisers. Support with
responses to client queries Prepare payment instructions to facilitate payments that are timeous and in terms of key dates to ensure that client instructions are received, recorded, reconciled, and submitted work performed by CA1 where required Reconcile instructions, eligibility, entitlements and rectify exceptions disputes to ensure that consolidated client instructions/accounts reconcile at the nominee account level
responses to client queries Prepare payment instructions to facilitate payments that are timeous and in terms of key dates to ensure that client instructions are received, recorded, reconciled, and submitted work performed by CA1 where required Reconcile instructions, eligibility, entitlements and rectify exceptions disputes to ensure that consolidated client instructions/accounts reconcile at the nominee account level
Process and execute financial advisor and client instructions whilst adhering to operational processes and engagement with investment houses to give effect to instructions to: open accounts, switch investments, close information as required. Validate all types of instructions processed in the platform system for quality daily and confirm and communicate all processed instructions to clients and financial advisers. Support with
and pay adjustments, and post information onto designated records.
responses to client queries. Prepare payment instructions, reconcile proceeds received against payments event plans to ensure accurate and timely client instructions are received, recorded, reconciled, and submitted
corporate event plans Research Draft payment instructions Risk management Escalate incidents Must have: corporate event plans Research Draft payment instructions Risk management Escalate incidents Must have:
corporate event plans Research Draft payment instructions Risk management Escalate incidents Must have: corporate event plans Research Draft payment instructions Risk management Escalate incidents Must have:
rotational basis. Carry out any other reasonable instruction given by management. Matric Payroll experience
banks)