Transfers and Onboarding Consultant - Retail Investments (Fixed Term Contract)
Rory Mackie & Associates
- Cape Town, Western Cape
- Contract
- Full-time
- 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 raise with FNZ on a continuous basis
- Maintain agreed upon turnaround times on all administrative tasks
- Attend regular team meetings
- Be able to build strong relationships with internal and external stakeholders
- A business / commercial degree with related industry experience
- Experience with Linked Products, Local Unit Trusts and Offshore Funds is essential
- Experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers is essential
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Strong knowledge of transfer processes and requirements
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