Coronation: Retail Administration Consultant (intern) x 2 - - South Africa

Job Description Validation of client applications for Local and Foreign Unit trust Products; as well as Retirement and Life products. You will also need to ensure, amongst other things, our client and intermediaries comply with FICA and FAIS at all times. Duties & Responsibilities 1. Validation for Retirement and Life Funds and Local and Foreign Unit Trust Products 2. Broker application processing for both Retirement and Life Products and Local and Foreign Unit Trust Products 3. Ensure that each broker is licensed to sell our Products 4. Handle existing client and broker queries relating to investments in the two product streams 5. Handling enquiries from intermediaries and broader distribution force 6. Telephonic office-bound role 7. Maintenance of relationships and commission arrangements with intermediaries. 8. Management of documentation iro FICA & FAIS legislation and other static client data as required 9. Ensure our client and intermediaries comply with FICA and FAIS at all times 10. Update client information on our CRM system 11. Management of internal relationships to ensure prompt client response 12. Constant liaising with administrator/admin support and internal client service consultants 13. Ensure clients investments are processed timeously and correctly 14. Follow up on outstanding requirements from clients and intermediaries 15. General query resolution 16. Ensure our clients comply with the Regulation 28 17. Manage the workflow system 18. Responsible to ensure that all client documentation is stored electronically 19. Coordination of Section 14 transfers 20. Coordination of Section 37 transfers 21. Follow up with all pending cases Ideal Experience Experience not required Ideal Qualifications Graduate or equivalent (strong in Accounting, Investment Management subjects/knowledge an advantage) Competencies & Personality Attributes 1. Must have an “I can” mentality – constantly looking for opportunities to exceed clients expectations 2. Must be a detailed individual 3. Must have a passion for financial markets and an interest in the broad investments industry 4. Must be able to work under pressure to meet deadlines. 5. Must be client and service orientated 6. Ambitious, highly energetic and keen to take advantage of opportunities that arise to become involved in additional non-core responsibilities in a dynamic environment. 7. Must have initiative and the ability to act pro-actively. 8. Must be a self starter 9. Must have excellent communication skills both verbal and written Most Important Attribute Systems Knowledge MSOffice How to Apply Click here to apply online Apply Now

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Coronation: Retail Administration Consultant (intern) x 2 - South Africa

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