Minimum Requirements/Criteria Include:
N/Subs Junior Transfer Secretary needed for a Law Firm to handle only Transfers and support seniors in
experience is essential Must have at least 2 years of Transfer experience from a reputable law firm Minimum 4 Attend to FICA Evaluations of Clients Drafting of Transfer documents Requesting and obtaining Municipal Rates Clearance Certificate Requesting and obtaining Transfer duty receipt Liaising with bond attorneys and
experience is essential Must have at least 2 years of Transfer experience from a reputable law firm Minimum 4 Attend to FICA Evaluations of Clients Drafting of Transfer documents Requesting and obtaining Municipal Rates Clearance Certificate Requesting and obtaining Transfer duty receipt Liaising with bond attorneys and
emigration withdrawals as required. Processing of transfers related to Retirement Funds and Living Annuities and forms related to transfers. Liaise with external Suppliers regarding transfers, withdrawals and claims
emigration withdrawals as required. Processing of transfers related to Retirement Funds and Living Annuities and forms related to transfers. Liaise with external Suppliers regarding transfers, withdrawals and claims
outsourced transfer companies when needed
Knowledge Transfer: Liaise with team members, drive innovation, and facilitate the transfer of technical
OPERATIONS IS ESSENTIAL Section42 Transfers. Ensure successful transfer of private client portfolio shares
generation and confirmations to CAM Processing Cash Transfer Instructions Monitoring Mutual Fund Trades on Portfolio Administration. Executing trades and cash transfer instructions received from the investment team administration support. Receive and confirm trades/cash transfer instructions Compile instruction for signoff where correcting compliance breaches. Ensure successful transfer of private client portfolio shares to collective