Take On Coordinator | Cape Town

Responsibilities :

1. M&A Partner Onboarding :

Assist in facilitating the end-to-end process of onboarding, collecting necessary

documentation and data, as well as verifying information.

Coordinate with internal teams to ensure a smooth transition from the agreement

being signed to a fully onboarded partner.

A willingness to travel when required.

2. Compliance Oversight :

Ensure all onboarding processes adhere to internal standards and regulatory

requirements.

Conduct periodic reviews to verify ongoing compliance and update records

accordingly.

3. Documentation Management :

Collaborate with the compliance department and external parties to resolve any

documentation-related issues.

4. Communication :

Be able to communicate M&A Partners to source information and documentation

required for the onboarding process, and pass on any queries that a partner may have.

Communicate with external parties to monitor and accelerate the progress of service

provider applications.

From time to time, deliver key information in the form of well compiled PowerPoint,

or similar, presentations.

Conduct period follow-up meetings with partners to review and discuss the status of

their ongoing investment business.

5. Data Management :

Ensure the accuracy and integrity of M&A Partner data within the companys systems,

implementing corrective actions as needed.

Work with the companys Business Intelligence reports, understanding how the

information is related, identifying key areas to address, compiling reports based on

this information and track financial figures to provide relevant updates.

Competencies :

1. Attention to Detail :

Demonstrate meticulous attention to detail when handling documentation and data.

2. Organizational Skills :

Effectively manage multiple tasks and prioritize responsibilities to meet deadlines.

3. Communications :

Strong written and verbal communication skills to interact with clients and internal

teams.

Be able to communicate in English and Afrikaans.

4. Problem Solving :

Proactively identify and resolve issues related to onboarding processes.

5. Team Collaboration :

Work collaboratively with colleagues from various departments to streamline

processes and enhance efficiency.

6. Personal Skills :

Must possess high emotional intelligence (EQ) in order to deal with a broad range of

personalities.

As implied by the above, be able to easily socialize with people and keep them

engaged.

7. Technical Skills

Must be extremely comfortable with Microsoft Excel in order to compile data from

different sources under time pressure.

Working knowledge of a range of financial products (retirement / living / life annuities,

structured products, discretionary investments, etc.)

Have prior experience with the full Microsoft Office suite (Word, Outlook, PowerPoint,

etc.)

Qualifications / Experience :

Bachelor's degree in commerce.

Previous experience in financial services, wealth management, or a similar industry, and

previous experience in a role which entailed administrative responsibilities.