Onboarding Coordinator - Financial Services I Cape Town
- Constantia, Cape Town
- Permanent
- Full-time
- Assist in facilitating the end-to-end process of onboarding, collecting necessary documentation and data, as well as verifying information.
- Coordinate with internal teams to ensure a smooth transition from the agreement being signed to a fully onboarded partner.
- A willingness to travel when required.
- Ensure all onboarding processes adhere to internal standards and regulatory requirements.
- Conduct periodic reviews to verify ongoing compliance and update records accordingly.
- Collaborate with the compliance department and external parties to resolve any documentation-related issues.
- Be able to communicate M&A Partners to source information and documentation required for the onboarding process, and pass on any queries that a partner may have.
- Communicate with external parties to monitor and accelerate the progress of service provider applications.
- From time to time, deliver key information in the form of well compiled PowerPoint, or similar, presentations.
- Conduct period follow-up meetings with partners to review and discuss the status of their ongoing investment business.
- Ensure the accuracy and integrity of M&A Partner data within the company’s systems, implementing corrective actions as needed.
- Work with the company’s Business Intelligence reports, understanding how the information is related, identifying key areas to address, compiling reports based on this information and track financial figures to provide relevant updates.
- Bachelor's degree in commerce.
- Previous experience in financial services, wealth management, or a similar industry, and previous experience in a role which entailed administrative responsibilities.
- Demonstrate meticulous attention to detail when handling documentation and data.
- Effectively manage multiple tasks and prioritize responsibilities to meet deadlines.
- Strong written and verbal communication skills to interact with clients and internal teams.
- Fluent in Afrikaans (home language required).
- Proactively identify and resolve issues related to onboarding processes.
- Work collaboratively with colleagues from various departments to streamline processes and enhance efficiency.
- Must possess high emotional intelligence (EQ) in order to deal with a broad range of personalities.
- As implied by the above, be able to easily socialize with people and keep them engaged.
- Must be extremely comfortable with Microsoft Excel in order to compile data from different sources under time pressure.
- Working knowledge of a range of financial products (retirement/living/life annuities, structured products, discretionary investments, etc.)
- Have prior experience with the full Microsoft Office suite (Word, Outlook, PowerPoint, etc.)