Key Responsibilities: Accurately calculate the financial impact and cost of operational and transactional errors. Process and implement error corrections across investment products and transactions. Investigate discrepancies relating to investments, withdrawals, switches, annuity payments and debit orders.
Key Responsibilities: Accurately calculate the financial impact and cost of operational and transactional errors. Process and implement error corrections across investment products and transactions. Investigate discrepancies relating to investments, withdrawals, switches, annuity payments and debit orders.
Claremont Reporting relation Manager: PAS Operations and Projects The role is office-based in Cape Town. Full time office based. Purpose of job The Documentation & Plain Language Specialist owns the full lifecycle of client-facing and operational
ThispositionisforaSeniorLegalAdvisorwithinalistedcompanyinthefinancialservicesindustry(corporate,LISP,retirementfunds,collectiveinvestmentschemes,LinkedLifelicense,assetmanagement,retailandinstitutionalinvestmentproducts).Thisisanexcellentopportunityforanindividualwhothrivesinapressuredandgrowingenvironment. DUTIESANDDAILYRESPONSIBILITIES: SeniorlegaladvisoryrolesupportingtheHeadofLegal,businessandworkingwithotherSeniorLegalAdvisors. Exceptionaldraftingandvettingskillsforallinternalandexternalagreementsacrossallbusinessunitsandproducts(corporate,finance,investmentmanagement,outsourcing,mandates,proposalforms,investmentpolicies,administration,securitieslending,intermediaryandIFA,investmentconsultant,supplier,resolutionsandthelike) Taxationinrelationtothecompany’sproductsandservices; Legaldocumentationmanagement–signoff,filing,etc. Keepinguptodatewithrelevantlegislationandinterpretingsuchlegislationapplicabletothebusiness Dealingwithlegalqueriesfromallbusinessunits(investmentteam,retail,institutional,IT,HR,financeandcorporate),andprovidingappropriateadviceandlegalopinions Assistingwiththelegaldraftingoramendmentofallmarketingcollateral,applicationforms,websitecontent,clientletters,etc. GeneralcorporatecommercialcontractssuchasITagreements,softwarelicenseagreements,etc. Trainingofstaffonlegalandproductmatters Interactingwiththeregulators,particularlythePAandtheFSCA Managinglitigationmattersasrequired KnowledgeofCompaniesAct,JSEListingRequirements,relatedpartytransactionsetcandlegislationandregulationrelatedtothecompany’sproductsandservices Knowledgeofprudentialstandardsrelatedtolifecompanies ROLEQUALIFICATIONS Admittedattorneywithatleast10yearsPQE PostgraduatediplomainFinancialPlanningbeneficial EXPERIENCEREQUIRED: Aminimumof8-10years’relevantexperienceinfinancialservices(non-banking) ProficientinMSOffice(Word,Excel,PowerPointandOutlook) Goodworkingknowledgeoffinancialindustryasawholeandlegislationrelevanttothebusinesse.g.includingbutnotlimitedtoFAIS,FinancialMarketsAct,PensionFundsAct,InsuranceAct,CISCA,IncomeTaxAct,andFICA ExperienceworkingwithandimplementingAIindailywork CORECOMPETENCIES: Excellentverbalandwrittencommunicationsskills Highlevelofattentiontodetail Goodunderpressure Deadlinedrivenandself-starter Analyticalskillsandtheabilitytoworkinamethodicalandorganizedmanner Abilitytomultitaskeffectively Mustbeateamplayer,butalsoabletoworkindependently Beabletotakeinitiative/beproactiveandexercisesoundjudgementanddecisionmaking #J-18808-Ljbffr...
Select how often (in days) to receive an alert: Create Alert Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams,
Lets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is for an Assistant Fund Accountant to join the OMIS Retirement
Key Responsibilities Accurate calculations of error correction (e.g. Incorrect/late – investments/switches/withdraws; late or rejected annuity payment; rejected debit orders etc) Implementation of error correction where required Adhoc request for cost calculation Feedback and communication on issues
Lets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is for an Assistant Fund Accountant to join the OMIS Retirement
Join a dynamic national retail sales and distribution team, where you will be responsible for fostering and growing key relationships within the Western Cape retail investment market. Your primary focus will be on engaging with IFAs,
Overview Are you a seasoned financial services professional with a passion for product innovation and a deep understanding of the investment landscape? Do you have a knack for strategic thinking and a client-centric approach? Our client
Claremont Reporting relation Manager: PAS Operations and Projects The role is office-based in Cape Town. Full time office based. Purpose of job The Documentation & Plain Language Specialist owns the full lifecycle of client-facing and operational
Position Type: Permanent Industry: Financial Services / Investment Management Executive Summary Our client, a premier and well-established financial services group in South Africa, is seeking a high-performing Business Development Manager to join their team in Cape
Key Responsibilities Accurate calculations of error correction (e.g. Incorrect/late – investments/switches/withdraws; late or rejected annuity payment; rejected debit orders etc) Implementation of error correction where required Adhoc request for cost calculation Feedback and communication on issues
Lets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is for an Assistant Fund Accountant to join the OMIS Retirement
Key Responsibilities Calculate the financial impact (profit & loss) of investment processing errors. Investigate and process error corrections, including investments, switches, withdrawals, annuity payments, and rejected debit orders. Respond to ad hoc cost calculation requests and
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior
Lets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is for an Assistant Fund Accountant to join the OMIS Retirement
Position Type: Permanent Industry: Financial Services / Investment Management Executive Summary Our client, a premier and well-established financial services group in South Africa, is seeking a high-performing Business Development Manager to join their team in Cape
Key Responsibilities: Accurately calculate the financial impact and cost of operational and transactional errors. Process and implement error corrections across investment products and transactions. Investigate discrepancies relating to investments, withdrawals, switches, annuity payments and debit orders.
Our client with a national footprint requires the duties of a Platform Specialist. Your: Education : Relevant diploma or Bachelors degree, or ongoing studies in Business Administration, Financial Planning, Investment Management, or related fields. Experience Required