Description:
Duties & Responsibilities
Key performance areas:
Investment Administration
• Oversee Section 14 transfers.
• Process switches on the investment platforms.
• Manage amendments with financial impact, including changes to debit order dates a nd banking details.
Client Onboarding and Support
• Ensure that all FICA, RMPC, and compliance documentation are accurate and complete.
• Provide assistance to clients with queries and processes to optimize their product benefits.
03 Mar 2025;
from:
careers24.com