Tuesday, 25 June 2019

Coronation Internship Opportunity 2019

Coronation is searching for client centric administration champions to join our vibrant Contact Centre based in Claremont, Cape Town. As a Validations Consultant, you will be a custodian of the administration process, investment documentation and the liaison to clients and third-party administrators. If you are meticulous and searching for an exciting entry into the world of investments, we look forward to receiving your application.

Main duties and responsibilities:
 Validation for retirement, local and foreign unit trust products
 Advisor application processing for both retirement and unit trust products
 Ensure that each broker is licensed to sell our products
 Telephonic confirmation with clients of certain transactions
 Management of documentation iro FICA & FAIS legislation and other static client data
 Ensure our client and intermediaries comply with FICA and FAIS at all times
 Management of internal relationships to ensure prompt client response
 Constant liaising with administrator/admin support and internal client service consultants
 Ensure clients investments are processed timeously and correctly
 Follow up on outstanding requirements from clients and intermediaries
 Ensure our Retirement clients comply with the Regulation 28
 Manage the workflow system and update client information on the CRM system
 Responsible to ensure that all client documentation is stored electronically
 Coordination of Section 14 and Section 37 transfers
 Follow up with all pending cases
 General query resolution

Ideal qualifications: 
 Graduate with strong Accounting, Investment Management subjects/knowledge an
advantage OR
 Experienced professional with a minimum Matric qualification and 3-5 years relevant
industry experience

Systems knowledge: 

 MSOffice – Outlook, Excel and Word
 Workflow and document management systems
 Knowledge of CRM systems would be an advantage

Reporting to: Validations Team Leader
Duration: 23 Month Contract

Closing Date: 2019/09/30


Please note that in order to meet objectives set in our Employment Equity plan, preference will be given to suitably qualified candidates from designated groups.*

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