Hiring Executive Assistant/PA for Chairman for our - Gauteng
The position is responsible for the monitoring, controlling and ensuring adherence to global best practices. The position is responsible and accountable for internal management reporting to the COO, CEO, Board and Executive committee. A senior executive position reporting to Chairman, with oversight on the following departments: 1. TRANSFER AGENCY The person will be responsible for reviewing and ensuring, along with the Head of Department, that the following functions and processes of the transfer agency department are completed within the control framework of the department. unit holders of the collective investment schemes, members of retirement funds, Linked Investment Service Provider business and Insurance Products (Living Annuity, Endowment and Pooled products) Further he must through close interaction with the Head of Department monitor the following: Production of client, regulatory and management reporting Management of unit register for all unit holders in all funds Reconciliation of inflows of client funds and allocation of correct units to correct clients Management of network of brokers, and of all payments due to them for commission and trailer commission Generating daily file for creations and liquidations of units Liaising with the trustees and custodians of the funds Liaising with the portfolio administrators of the funds Managing Money market redemptions Reconciliation of inflow and pay away accounts Collecting commission from the inflow accounts and paying to the relevant brokers Generation of annual tax certificates for all unit holders (income and capital gains) Reporting to board of directors for both the collective investment scheme manager and retirement fund manager Reporting to regulators, revenue authorities and industry bodies Reporting to customers (account statements etc) Ensuring AML and KYC compliance with regards to the retail client base Coordinating communication with regulators and tax authorities. 2. INFORMATION SYSTEMS The person will be responsible to review and ensure along with the Head of Department that the following functions and processes of the management information systems department are completed within the control framework of the department: Reporting on projects and status at executive levels To manage all SLA’s with customers To ensure uninterrupted IT / IS functionality to business To manage all system upgrades, change management and technological changes related to software used To ensure capacity and performance planning is maintained To ensure that all individual projects comply with the IS strategy, defined standards and target application architecture To ensure that the business units will be supported with the cost calculation of the potential projects from IS point of view before their approval (participation of IS on https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzIxODA2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ&jid1176826&xid1555_21806
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