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  • Posted: May 18, 2017
    Deadline: Not specified
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    Ashburton Investments is a new generation investment manager that places clients at the centre of our thinking. Our integrated investment approach blends investment expertise with innovative alternative and customised solutions. The strength of our investment proposition is our unique ability to leverage investment thinking and capabilities across the FirstR...
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    Offshore Administration Co-ordinator

    Job description

    The Purpose:

    Service all South African offshore Clients, Intermediaries, Platforms & Stakeholders (Service, Admin & Ops)

    Specific Requirements:

    • Ensure that excellent and consistent service is given to all SA clients and intermediaries
    • Providing admin support to clients, Intermediaries, IFA's, BDM's and platforms
    • Adhere to SLA's and onboard all clients & intermediaries
    • Ensure that projects and review chasers and follow ups are sent timeously and provide feedback to manager and Jersey
    • Send out valuation & transaction statements, contract notes, portfolio statements, tax statements, commission statements
    • Monitor the mailbox and prioritise queries accordingly
    • Ensure that POPI, AML and FATCA, TCF requirements are practiced
    • Ensure accurate records are kept of client communications
    • Identify fraud attempts and perform security call backs
    • Ensure complaints and escalations are referred to the manager/Jersey
    • Ensure that all client communications sent are of accurate, of a high standard and do not contain internal trail of communications
    • Ensure that weekly courier is logged, packed and verified correctly and keep waybills records for finance team
    • Handle walk in clients and their requests
    • Understanding offshore investment products, fees and fund information
    • Ensure that all processes and best practices are adhered to
    • Ensuring that all queries are resolved or referred accordingly
    • Send out quarterly commission statements and ensure follow up queries are resolved
    • Attend meetings with clients and Intermediaries when required to

    Method of Application

    Interested and qualified? Go to Ashburton Investments on www.linkedin.com to apply

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