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  • Posted: Feb 3, 2025
    Deadline: Not specified
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    Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.
    Read more about this company

     

    CIS Client Services Administrator (Bellville)

    Job specification  

    • Ability to communicate with a variety of individuals on all levels to obtain and confirm information
    • Maintain high level of professionalism, competence and confidentiality
    • Build positive and productive client relationships
    • Liaise with clients’ partners, admin and finance teams
    • Work effectively in a team.
    • Call Centre - receiving and making calls to clients, partners, brokers and administrators
    • CIS transactions – forward to Silica, including new business, redemptions, switches, transfers, updates.
    • Processing rejected instructions on AWD
    • Adhoc testing on Silica, AWD and Web portal
    • Daily monitoring the unreconciled items on Silica Reports
    • FICA where applicable
    • Liaise with partners, investors
    • Investor and broker queries
    • Liaise with admin and system administrators
    • Ensure that all necessary information is maintained and updated in a database for easy access
    • Distribute portfolio information where and to whom required.
    • Ad-hoc admin tasks
    • Assist with risk identification
    • Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the Administrator.
    • Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs

    Skills Required:

    • Relevant diploma or degree
    • Minimum of 2 years relevant experience. 
    • Excel skills is essential.
    • Basic understanding of unit trusts and investments
    • Keep up to date with regulatory changes
    • Knowledge of Technology Silica, AWD and Standard Bank Online
    • An ability to work accurately under pressure to meet deadlines.
    • An ability to take initiative and work independently.
    • Attention to detail
    • Ability to communicate effectively at various levels.
    • An ability to think analytically and identify and solve problems effectively.

    go to method of application »

    Administrator - Company Secretary (Cape Town)

    • We are seeking an Administrator, to provide administration and Company Secretarial services to a client portfolio under the direction of a Senior Administrator and Assistant Manager, ensuring all relevant statutory obligations are met. The role is client facing, with the Administrator required to act as the first point of contact for clients, intermediaries, C-Suite executives and other third parties. The role will require the Administrator to build an understanding of their client structures and the regulatory environment in which they operate. The role would be suited to an individual with an interest in developing their knowledge in the fields of Corporate Governance and Jersey Company Law.

    The Role & Key Responsibilities: 

    • Organisation and attendance of board meetings;
    • Drafting of minutes following board meetings;
    • Ensure relevant filing deadlines are met;
    • Maintain statutory records such as Register of Directors and Register of Members;
    • Take responsibility for updating minute logs, director's attendance registers and action point logs;
    • Ensure relevant actions following board meetings are completed on a quarterly basis;
    • Develop a relationship with clients and understand their requirements;
    • Develop a relationship with intermediaries that provide services to the client and understand their involvement in client structure;
    • Preparation of payments and following through on their successful completion;
    • Collation of Client Due Diligence (CDD) and developing an understanding of relevant Anti-Money Laundering (AML) requirements;
    • Preparation of documentation for signature;
    • Ad-hoc administrative tasks as required.

    Skills Required:

    • Academic background with desirable qualifications is relevant for the position; BCom or LLB degree;
    • A minimum of 2 years’ experience in a professional environment, with a preference for financial services or law;
    • Experience in a highly deadline driven environment;
    • Previous minute taking skills advantageous;
    • Working knowledge of Microsoft Office (word, excel and outlook);
    • A basic understanding of AML requirements;
    • A working knowledge of Company Law and Corporate Governance advantageous;
    • Excellent communication skills, both written and verbal;
    • Excellent organisational skills;
    • Excellent attention to detail and accuracy;
    • Ability to obtain data from a number of sources and interpret accordingly;
    • Ability to work in a team environment, including with colleagues in other jurisdictions.

    Method of Application

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