Life Pooled Fund Administrator (Prescient Fund Services)

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About Prescient
Our People
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What We Offer

Overview
Investment Management
Stockbroking
Platform & Administration Services
Structured Product Advisory
Retirement Solutions

Funds

Funds Overview
Money Market
Income
Bonds
Multi-Asset
Equity
Offshore Funds
Exchange Traded Funds
Other Funds

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Vacancies

Life Pooled Fund Administrator (Prescient Fund Services)

Reporting line

Manager: Investor Services

Location

Westlake, Cape Town

Business Unit

Prescient Fund Services

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Prescient Fund Services (PFS) is a registered section 13B administrator and supplies administration services in respect of Life Policies and Retirement Funds. These Policies and Retirement Funds provide investors with access to a range of investment options. The role of Life Pooled Fund Administrator is to take responsibility for all processing and client service activities relating to Life Pooled Funds and policies.

Duties & Responsibilities

Processing/capturing new fund/instrument details.
Processing/capturing new policyholder applications & details.
Processing/issuing policy documents to policyholders.
Processing/maintaining the Finswitch profile including fund loading and linking.
Processing/capturing all manual and Finswitch instructions received, including investments/disinvestments/switches.
Processing banking payments, including accurate amounts/payee details.
While authorising, ensuring all details are processed/captured accurately.
Processing monthly management & admin fees.
Daily reporting on pending instructions to asset managers timeously.
Daily reporting to clients (policyholders, asset managers & external administrators) timeously, including importing prices (internal and external) into the liability system
Monthly reporting to clients (policyholders, asset managers & external administrators) timeously, including special requests/additional reporting agreed on.
Monitoring of the workflow inbox & responding to emails timeously, including following up on existing pending cases be it with the client or with other teams within the business.
Investigating and resolving routine/general queries and processing corrections if needed.
Responding to valuation statement requests.
Responding to Audit and Reg28 look-through requests.
Managing workload and prioritising tasks.
Establishing professional working relationships which includes other teams within the business, and willingness to help team members if need be (teamwork).
Establishing professional working relationships with the clients (policyholders, asset managers & external administrators).

Required Experience

2-5 years related experience in a similar administration environment with knowledge of Life Policies and Retirement Funds.
Experience with working on various systems / applications (e.g. Excel, PowerPoint, Word, Investor Services portals, Finswitch).

Required Qualifications

Matric as a minimum qualification.
Post Graduate Degree / Diploma in Commerce, Finance, Administration.

KEY COMPETENCIES

Initiative-taker who is willing to take on responsibility for a wide array of tasks.
Highly methodical with strong interest and experience in administration.
High level of integrity and dependability.
Ability to work under limited supervision.
Team player.
Ability to work in a busy and pressurised environment.
A focus on diligence.
Ability to communicate well in verbal and written form.
Strong client orientation.

WHY THIS ROLE?

This is your opportunity to join a talented team of Administrators with a wealth of experience in the industry. You will be joining an entrepreneurial and nimble environment where ideas and solutions to obstacles are always encouraged.

INTERESTED?

APPLY NOW

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South African Other

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Enquiries

+27 21 700 3600

Please note

Prescient only conducts financial services with clients via formal processes and communication channels. Note that Prescient does not sell or advertise or solicit any business or investment opportunities via soft channels such as WhatsApp, Facebook, Instagram or Text Messaging.

Please be cautious of individuals fraudulently attempting to solicit business or investments by impersonating or claiming to be an associate or representative of Prescient, who are selling or advertising investment opportunities. Please ensure to contact Prescient directly in the event of someone soliciting or attempting to solicit investments from you.

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