Supervisor Investor Services - Cape Town
Guardian Recruiting
Capetown, South Africa
5d ago
source : Job Placements
  • Job Specification;
  • Review of investor subscription, redemption, and switch transactions

    Review of share / unit transfers

    Review and authorise payments (as an A Signatory)

    Review of client mailboxes ensuring that all emails are actioned in accordance with the agreed client turnaround time

    Review of weekly / daily cash reconciliations and proper investigation and resolution of any reconciling differences

    Review of static data changes to investor information

    Manage client deliverable deadlines

    Reviewing and ensure all documentation are in place for distributions

    Review of new investors loaded onto the system

    Actively participate in ensuring all processes and procedures are properly documented

    Review of regular reporting. Eg Admin reports, daily client reporting

    Coach and supervise other team members

    Actively participate in ensuring all processes and procedures are properly documented and adhered to ensure no errors

    Query and issue resolution within the team

    Investigate errors

    Actively and continually identify and report high-risk areas and gaps in processes

  • Minimum Requirements;
  • 5+ years relevant financial services experience or Newly qualified CA (SA)

    SAICA articles

    Working knowledge of Microsoft packages, including Excel, Outlook, and Word

    Ability to work within pre-determined deadlines and prioritising workloads whilst working under pressure

    Ability to demonstrate effective communication skills

    Ability to coach fellow team members

    Ability to identify failure in controls / processes

    Review of deliverables

    Excellent attention to detail and accuracy

    Excellent line management skills

    Excellent telephone communication skills

    Kindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position and this information may be shared with the relevant stakeholders in the business.

    Please note that only shortlisted candidates will be contacted.

    Should you not have heard back within a two-week period, please assume that your application was unsuccessful.

    All job postings are in accordance with our Client''s BEE requirements. Please only send certificates when requested to do so.

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