Internal Consultant (W&I - Paarl)

Description of the role 

Main responsibilities:

• Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries

• Educating clients on technology and platforms available to them to improve their investment administration experience

• Gathering client information – internally and externally

• Working with external vendors/product providers and LISPs

• Researching products and competitors

• Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required

• Preparing, printing & binding proposals and reviews 

• Pre-completing and formatting various documents

• Providing timely feedback within a compliance context on investment reviews...