Personal Investments Validations Consultant Internship profile banner profile banner

Personal Investments Validations Consultant Internship

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 6 months ago
Closed 6 months ago
  • Job type:Internships
  • Disciplines:

    Accounting, Investment Banking, Management

  • Citizenships:

  • Locations:

    Cape Town (South

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


Enter an employer or university you want to find in our search bar.