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 progressUnderstand specific transfer requirements for the various Life CompaniesExpedite unit transfers with various competitor unit trust management companiesCreate requirement checklists for investors / IFA'sTake full responsibility and own transfer process from cradle to gravePrepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparationManage inbound calls from IFA's and their assistantsAlways be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their officesSubmit, 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 exceptionsLog and resolve queries.
Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RABe approachable, available, and helpful as the point of escalation and clarityIdentify trends and liaise with FNZ on a continuous basisMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsBuild strong relationships with internal and external stakeholdersRequirements: B.
Com degree with related experience within a LISP environment Minimum 5 years' experience with Linked Products, Local Unit Trusts and Offshore Funds is essentialMinimum 1 years' experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore TransfersProficient in Microsoft OfficeExcellent business writing skillsStrong knowledge of transfer processes and requirements