South Africa Job Openings
MGI Bass Gordon
Money Market Officer
Cape Town
FULL TIME
October 15, 2024
Duties and Responsibilities
1. Administrative Duties:
You should:
You must be based in Cape Town and legally allowed to work in South Africa.
Clear fraud and credit checks will be required from successful applicants before an offer will be extended.
Recognising that diversity is key to excellence, MGI Bass Gordon especially encourages members of designated groups to apply.
1. Administrative Duties:
- Check and handle all emails, daily correspondence and telephonic enquiries
- Receive telephone calls from Clients to transact on their account and record in daily book
- Ensure all transaction received before 11am are processed the same day
- Liaise with clients re general enquires, i.e. requests for balances or printouts, etc.
- Forward requested information and / or action previously documents instructions to client via email, whatsapp etc.
- Meet with clients as required
- Assist clients with the completion of documents as necessary, e.g. withdrawal forms
- Scanning, linked and Filing of documents
- Assist with current and/or ongoing projects
- Record Keeping
- Action ad hoc requests
-
Elite – CCM System / One-Drive
- Capture client information
- Scan and link documents to clients' records, i.e. mandates, FICA, transactions, etc.
- Link email correspondence
- Link recorded telephone calls
- Check and ensure all FICA and relevant documents are in place for each client
- Assist clients with the completion of mandates and queries as necessary
-
Ensure that the account mandates and FICA are in place for clients before opening new accounts.
- Mandates and FICA documents needs to be signed off by the Manager before new accounts are opened.
- All mandates are to be signed off by Key Individual
- Contact clients telephonically or via email if information is insufficient or documents are not compliant
- Forward mandates and documents to third parties (other financial institutions) as required with client's permission
- Execute all instructions received via email, telephone or direct
- Open new client accounts
- Update client profiles with updated information
-
Transact and Monitor the Nedbank Corporate Saver System and Investec CCM
- Make and Schedule payments
- Print and compile daily transaction schedules and documents for partner sign off
- Prepare BOP reporting for outgoing and incoming foreign exchange as required
- Liaise with IPEX, Nedbank and Investec to finalise deals
- Record transactions and indicate where the client is to be charged
- Print Audit Trails
- Do daily report recons
- Balance Money Market system to reports and working papers
- Send required reports to client
You should:
- Have Matric (essential)
- 2+ years in similar background in either finance or accounting (advantageous)
- Be proficient in Word, Excel, Power Point and Outlook
- Have good communication and organisational skills
- Be able to work as part of a highly successful team
- Be able to prioritise work
- Be accurate and confident in your work
- Be able to handle pressure
- Be self motivated
- Take initiative
You must be based in Cape Town and legally allowed to work in South Africa.
Clear fraud and credit checks will be required from successful applicants before an offer will be extended.
Recognising that diversity is key to excellence, MGI Bass Gordon especially encourages members of designated groups to apply.
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