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Personal Investments Validations Consultant Internship

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The Programme

Coronation is searching for client centric administration champions to join our vibrant Contact Centre based in Claremont, Cape Town.

As a Validations Consultant, you will be a custodian of the administration process, investment documentation and the liaison to clients and third-party administrators. If you are meticulous and searching for an exciting entry into the world of investments, we look forward to receiving your application.

What You Will Do

  • Validation for retirement, local and foreign unit trust products.
  • Advisor application processing for both retirement and unit trust products.
  • Ensure that each broker is licensed to sell our products.
  • Telephonic confirmation with clients of certain transactions.
  • Management of documentation iro FICA & FAIS legislation and other static client data.
  • Ensure our client and intermediaries comply with FICA and FAIS at all times.
  • Management of internal relationships to ensure prompt client response.
  • Constant liaising with administrator/admin support and internal client service consultants.
  • Ensure clients investments are processed timeously and correctly.
  • Follow up on outstanding requirements from clients and intermediaries.
  • Ensure our Retirement clients comply with the Regulation 28.
  • Manage the workflow system and update client information on the CRM system.
  • Responsible to ensure that all client documentation is stored electronically.
  • Coordination of Section 14 and Section 37 transfers.
  • Follow up with all pending cases.
  • General query resolution.

Required Skills and Abilities

  • Graduate with strong Accounting, Investment Management subjects/knowledge an advantage OR Experienced professional with a minimum Matric qualification and 3-5 years relevant industry experience.
  • Systems knowledge - MS Office – Outlook, Excel and Word, Workflow and document management systems. Knowledge of CRM systems would be an advantage.
Closed 10 months ago
Closed 10 months ago
  • Job type:Internships
  • Disciplines:

    Accounting, Investment Banking, Management

  • Citizenships:

  • Locations:

    Cape Town (South

    ...
  • Closing Date:30th Sep 2019, 6:00 pm

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