Overview:

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 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:

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 liaise with FNZ on a continuous basis
Maintain agreed upon turnaround times on all administrative tasks
Attend regular team meetings
Build strong relationships with internal and external stakeholders

Requirements:

BCom degree with related experience within a LISP environment
Minimum 5 years’ experience with Linked Products, Local Unit Trusts and Offshore Funds is essential
Minimum 1 years’ experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers
Proficient in Microsoft Office
Excellent business writing skills
Strong knowledge of transfer processes and requirements