Onboarding Consultant - FICA Admin

Recruiter:

Belmar Personnel

Job Ref:

Onboarding Consultan..

Date posted:

Wednesday, September 7, 2022

Location:

CapeTown, South Africa

Salary:

R20 000 negotiable depending on exp

SUMMARY:
Onboarding Consultant

JOB DESCRIPTION:

Opportunity in an administrative role within a dynamic Financial Services Provider situated in Green Point, Cape Town. The candidate will be providing clients services while managing daily onboarding related procedures for the company.

SKILLS:

-          Degree educated
-          A confident, friendly and enthusiastic candidate
-          Communication skills are paramount and experience in dealing with clients would be required
-          Strong relationship management (internal & external)
-          Good organisational skills
-          Exceptional attention to detail
-          Ability to work under pressure
-          Strong decision maker
-          Ability to work independently and as part of a team
-          A proactive, ''''can do'''' attitude at all times
-          Self-motivated, hard-working and enthusiastic
-          Microsoft Office, Word & Excel skills

RESPONSIBILITY

Client Services:

Onboarding specialist assisting new and existing clients
Providing potential new clients with information on the company’s products Overseeing the onboarding process from beginning to end
Ensuring that clients receive the correct onboarding documents
Assisting clients with onboarding forms and documentation
Providing clients with details for their investments once processed Building client relationships while assisting them with queries and statements

FICA Due Diligence:

Reviewing and processing FICA documents
Applying the necessary due diligence and risk rating procedures according to the company’s RMCP
Ensuring that all onboarding procedures are correctly implemented and kept up to date
Providing FICA samples for monthly compliance meetings
Reporting any abnormalities or high-risk transactions to the head of compliancer
Conducting due diligence and facilitating the onboarding process with new brokers and services providers

General:

Assisting with Ad-Hoc tasks and projects
General administration duties in the support of management

REQUIREMENTS:

BComm or relevant degree.
Previous experience conducting FIC risk rating and due diligence procedures within the financial services industry would be advantageous.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Executive (Customer Service and Projects)
Location: Cape Town
Salary:
As the Executive (Customer Service & Projects), you will oversee the customer support and software project delivery teams. This role combines high-level leadership with hands-on execution, ensuring successful project implementation and exceptional service across key client accounts. You will play a vital role in aligning client expectations with internal delivery capabilities while driving ope...
3 days ago

Senior Customer Success Analyst
Location: Cape Town
Salary:
As a trusted recruitment partner, we’re working on behalf of an innovative and rapidly growing client in the Commercial Real Estate (CRE) technology space to find a Senior Customer Success Analyst who will be instrumental in ensuring client satisfaction, retention, and long-term success. This is an opportunity to join a high-performing team where data, technology, and real estate intersect t...
8 days ago

Technical Support Consultant
Location: Cape Town
Salary: Annually
Fluent in French or Spanish with a love for solving technical puzzlesJoin a globally connected team where innovation meets eleganceBring your savoir-faire to a role that blends tech, people, and purpose
8 days ago

Compliance & HR Consultant (UK Education Sector)
Location: Capetown
Salary: R25,000 per month
We are seeking an experienced Compliance & HR consultant to join our dynamic and growing team. This is a remote position suited to professionals based in South Africa who have a background in UK education recruitment compliance.
16 days ago

HR and Payroll Consultant
Location: Century City
Salary:
Our client's HR team is looking for a highly organised, detail-orientated HR and Payroll Professional who is able to work independently and handle confidential information with integrity.The ideal candidate will have previous experience in a fast-paced high-performance environment and have mastered the art of multitasking and prioritising effectively.
22 days ago

Professional Assistant/ Jnr Conveyancer
Location: Northern Suburbs
Salary:
Our client is looking for a Professional Assistant/ Jnr Conveyancer to join their team Location: Tyger Valley, BellvilleSalary: Market - Related (Depending on experience)
3 days ago

PRACTICE / FINANCIAL MANAGER
Location: Southern Suburbs
Salary: 40000
PRACTICE / FINANCIAL MANAGERSOUTHERN SUBURBS, CAPE TOWNR 40 000 - R 45 000 CTC P/M
18 days ago

INVESTMENT ADMINISTRATOR
Location: Northern Suburbs
Salary:
INVESTMENT adminISTRATOR TYGERVALLEY - NORTHERN SUBURBS R25 000 - R30 000 CTC PER MONTH - DEPENDING ON EXPERIENCE Overall ownership and accountability of the day-to-day administration, co-ordination & compliance of the Portfolio Manager’s fast-growing life and Investment book. The individual would have to work strategically and methodically. Must be exceptional in ad...
26 days ago

Onboarding Consultant - FICA Admin

Similar jobs you might be interested in:

Create a free job alert for Onboarding Consultant - FICA Admin in CapeTown

Jobseekers

Recruiter

General