Administrator Client Services x23 Positions
pixley chauke
May 20, 2024
Administrator Client Services x23 Positions
Position: Administrator, Client Services (IFS)
Business Segment: Personal & Private Banking
Location: Ebene, Mauritius
Job Type: Full-time
Job ID: 80425889
Date Posted: 5/17/2024
Job Description for Administrator Client Services x23 Positions
The role involves assisting in the day-to-day administration of various sections of trusts and agencies according to established procedures. Key responsibilities include handling and filtering telephonic queries from clients.
Qualifications Administrator Client Services x23 Positions
Minimum Qualifications:
- Secondary/High school/A levels/Matric
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Experience Required:
- Previous experience in the fiduciary service environment is advantageous.
- Basic understanding of trust and managed agency administration.
Additional Information
Key Outputs:
- Handle ad-hoc payments, non-resident payments, and supporting documents for processing, journals, and investments/redemptions as requested by relationship managers/officers, following procedural guidelines.
- Request limit increases for payments exceeding daily limits.
- Track reminders and ensure all Trust workflows are completed and closed out.
- Set up new Trusts as per onboarding workflows and continuously update information on iTrust and Customer 1st upon receiving Letters of Authority. This includes adding all related parties and KYC information, and registering with SARS.
- Collate information for provisional tax, income tax, and CGT schedules as requested by Relationship Managers/Officers.
Technical Competencies s x23 Positions:
- Client Servicing
- Contact Centre Customer Relationship Management
- Dispute Resolution
- Legal Administration
- Mind of Customer Experience
- Query Resolution
- Risk Identification
How to Apply
To apply for this position, follow the “APPLY NOW”
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