Operations Consultant: Inflows
Sygnia Asset Management
Overview
We are looking for a high performing New Business Operations Consultant to manage the end-to-end processing of inflow instructions in a dynamic and growing LISP.
Requirements
- Relevant business qualification, for example BCom
- 3-5 years’ relevant experience
- Exposure to LISP / Employee Benefits environment a distinct advantage
- Knowledge of Pension Fund Act, FAIS, FIC Act, Long Term Insurance Act, CISCA, FATCA/CRS
- MS Office proficiency, particularly MS Excel
Responsibilities
- Perform due diligence procedures on instructions in line with the relevant RMCP and verification tools.
- Perform product validation procedures on the instruction in terms of laws and regulation.
- Perform business validation procedures instructions in terms of the LISPs Terms and Conditions.
- Request and manage all outstanding requirements by engaging with clients and business partners.
- Undergo inspection and analysis of various bank accounts to match unallocated deposits to client instructions.
- Report suspicious activities within the business structures.
- Capture accepted and valid instructions in varying systems, completely and accurately.
- Ensure daily management and updating of dashboards and duties.
- Collaboration between the administration team and the Client Service Team.
- Identify gaps in processes and report these to the line manager.
- Understand and engage in risks and risk events relevant to the role.
- Maintain a healthy team spirit by assisting peers where needed.
How to apply
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