Back Office Officer
We are seeking to recruit a Back Office officer to join our team
The role does involve a rotational shift pattern as follows.
08:00-17:00 (1x per week),
09:00-18:00 (3x per week),
16:00-00:00 (1x per week).
Job Description
- Process applications for the opening of new client’s accounts into the Company’s software.
- Amend existing Client Accounts (i.e. Valid Documents, updated information).
- Amend client’s accounts (e.g. leverage, profile etc.) into the Company’s software.
- Process Power of attorney’s sent by clients.
- Provide information to Clients and prospects regarding the Company and guiding them on how to open an account.
- Answer all emails received from clients regarding queries on account opening process as well as amending existing accounts.
- Implement strong Know Your Client procedure to all potential and existing Clients.
- Validate provided documentation with an independent third party electronic verification provider (e.g. World Check, etc.).
- Ensure that all necessary documentation is collected and update the Company’s software about the collection of these documents.
- Keep client records (i.e. agreements, ID documents, investor questionnaire, Know Your Client information) in electronic form.
- Forward financial matters and requests to the Accounting Department.
- Liaise with the Head of Back office for any queried issues.
Required Skills & Experience
- University Degree is an advantage but not a must.
- Previous experience in a similar role
- Excellent command of the English language.
- Computer literacy with very good working knowledge of Microsoft Office applications.
Remuneration & Benefits
- Competitive salary
- 13th salary
- Provident fund
- Medical insurance
- Complimentary in house dining
For inquiries please contact; Valentia Van Buren at; valentia@impactconnect.co.za
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