Forex Administrator at Citadel Investment Services


Employer/Recruiter: Indeed SA (8060)

Job Status: Active โœ…

https://jobking.co.za/72042

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Employer/Recruiter: Indeed SA (8060)


๐Ÿ—Job TypeFull Time

About the Position

Day to day on-boarding and settlements within Peregrine FX operations

Key Relations

SARB, Authorised dealers, key clients and other preferred suppliers and internal business units.
Experience

5 years' experience in an admin environment
Computer Competency Requirements

Outlook Packages
Competencies

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Excellent Admin skills
Conceptual thinking skills
Interpersonal understanding
High accuracy
Proactive
Knowledge

Knowledge of processes, i.e. Tyrus,
Knowledge of system and processes
Personal Characteristics
Client and service oriented

Intellectual maturity
Affable Character
Integrity
Adaptable and flexible to change
Detail orientated
KPA/ STRATEGIC BUSINESS DELIVERABLES
Existing clients (40%)

Liaise with clients on a daily basis
Send timeous documentation to banks to settle transactions
Follow up on queries
Update of systems, data capturing
Management of cash management systems
Processing: Balance of payment forms
Client on-boarding (10%)

Oversee the on boarding of new clients
Oversee the updating of existing clients' records
Correspond with clients re their accounts, balances and payments
Correspond with authorised dealers re new clients and changes to existing clients
Update and manage business mandates and agreements for all clients, authorised dealers and regulators
Management information Systems, statistics relating to clients (new, dormant etc)
Update internal systems with client records and changes i.e. Tyrus
Settlements (35%)

Ensure correctness and timeous delivery of client confirmations
Manage reconciliations of bank and client accounts
Client service delivery and query resolution
Liaise with Authorised dealers with regards to operational matters
Facilitate client tax clearance applications
Assist with exchange control applications and matters
Risk Management (15%)

Comply with all regulators
Ensure Controls are in place to mitigate risks
Enhance operational efficiency
Guard reputational risk
Desired Skills

On-boarding
Administration
Settlements
Foreign exchange
Reconciliations
Ms Outlook
Desired Work Experience

5 to 10 years Financial Advisory & Consulting Service
Desired Qualification Accreditation

Diploma


Apply Here http://bit.ly/2G5KJHC

Job id : , #72042, 114 views,


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