Working in a LISP environment administration
Upfront compliance of all instructions which includes FICA and FATCA verification for all new investments
Daily capturing of new client investments, unit transfers, switches, disinvestments and changes to client static details
Main focus would be on discretionary products namely Endowments, Tax Free Savings Accounts and unit trust and ETF investments
Responsible for maintaining detail notes on all cases assigned and regular follow up for any outstanding requirements
Collaboration between the administration team and the Client Service Team
Maintain a good internal department relationship to ensure that you get the maximum support collaboration
Understand and adhere to the appropriate policies, standards and procedures applicable to the role
Understand and manage risks and risk events relevant to the role and immediately report any findings
BCom or equivalent undergraduate degree / diploma is preferable
Experience in the following Financial Services industries is an advantage :
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