Coronation Graduate Opportunities

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Intern opportunity provide a graduate with an opportunity to develop an overview and working knowledge of key aspects of business process management.

The programme will include work experience opportunities.

Retail Administration Consultant (intern) x 2 – Cape Town

Validation of client applications for Local and Foreign Unit trust Products; as well as Retirement and Life products.

You will also need to ensure, amongst other things, our client and intermediaries comply with FICA and FAIS at all times.

Duties & Responsibilities

1. Validation for Retirement and Life Funds and Local and Foreign Unit Trust Products
2. Broker application processing for both Retirement and Life Products and Local and Foreign Unit Trust Products
3. Ensure that each broker is licensed to sell our Products
4. Handle existing client and broker queries relating to investments in the two product streams
5. Handling enquiries from intermediaries and broader distribution force
6. Telephonic office-bound role
7. Maintenance of relationships and commission arrangements with intermediaries.
8. Management of documentation iro FICA & FAIS legislation and other static client data as required
9. Ensure our client and intermediaries comply with FICA and FAIS at all times
10. Update client information on our CRM system
11. Management of internal relationships to ensure prompt client response
12. Constant liaising with administrator/admin support and internal client service consultants
13. Ensure clients investments are processed timeously and correctly
14. Follow up on outstanding requirements from clients and intermediaries
15. General query resolution
16. Ensure our clients comply with the Regulation 28
17. Manage the workflow system
18. Responsible to ensure that all client documentation is stored electronically
19. Coordination of Section 14 transfers
20. Coordination of Section 37 transfers

21. Follow up with all pending cases

Experience

Experience not required

Qualifications

Graduate or equivalent (strong in Accounting, Investment Management subjects/knowledge an advantage)

Retail Client Services Consultant – 2 year graduate contract – Cape Town

Job Title: Retail Client Services Consultant – 2 year graduate contract
Job Type: Classification Permanent

Location – Town / City: Cape Town

Job Description

To provide excellent call centre support service to our clients with their investment related queries, both telephonically, written and face to face.

This role also requires one to follow up on potential clients and leads.

Duties & Responsibilities

1. Handle existing client queries relating to investments in the unit trust and retirement and life product streams, both telephonically and written
2. Meeting with clients and prospective clients to explain the investment options
3. Largely office-bound role, but may be required to meet with clients offsite on occasion
4. Maintenance of relationships and commission arrangements with IFA’s.
5. Management of documentation iro Anti Money Laundering legislation and other static client data as required from time to time
6. Management of internal relationships to ensure prompt client response, including intermediary account managers and premier client manager
7. Managing Third Party Administrator/admin support relations
8. Controlling, monitoring and supporting clients in the Coronation Online Services secure environment
9. Following up with potential clients and leads
10. Maintenance of Saleslogix
11. Recognizing service delivery failures and managing the resolution of these
12. Following up on returned e-mails and post to maintain accurate client data records

13. Reporting on activities to manager

Qualifications:

Relevant tertiary financial qualification – BComm etc

Junior Business Analyst (Intern) – Cape Town

Job Title Junior Business Analyst (Intern)
Job Type Classification Intern

Location – Town / City Cape Town

Job Description

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.

To provide a graduate with an opportunity to develop an overview and working knowledge of key aspects of business process management within financial service industry and investment management businesses in particular.

The programme will include work experience opportunities.

The successful candidate will be allocated to various projects, onsite at Coronation or other similar businesses.

The objective is to learn, through real and practical engagements, aspects of operational requirements (focus on asset and liability administration) and analysis techniques (process documentation, requirement documentation, specifications drafting).

He/she will also be exposed to implementation of systems.

Duties & Responsibilities

1. Joint venture between Coronation & Solve Consulting
2. The successful candidate will spend time working and receiving training on material aspects of business analysis under guidance and mentorship from a consulting firm, Solve.
3. Assisting in the delivery of different projects for various Solve clients, including Coronation.
4. The intern will be based at Solve Consulting for the duration of the 12 month internship.

5. At the end of the 12 month period, based on the intern’s performance, there is a possibility, but no guarantee, of being offered a permanent role within Coronation.

Ideal Experience

1. No experience required.

Ideal Qualifications

1. BCom, BCom Hons, BBusSc or any related field from an accredited institution

Closing Date: Not Specified

Click Here to Apply ONLINE

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Education Ambassadors SA

We’re an organisation and an online platform aimed at creating education awareness. We are passionate about people, education, entrepreneurship and also offer career opportunities. The platform was founded in 2012 by Dimakatso Lukhele. Contact us today: info@educationambassadors.org.za

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