Aquarius Recruitment Specialists

7 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
May 21, 2018
Permanent
Play an integral part of the manager selection process within manager selection. You will be expected to contribute to all aspects of the process ranging from the analysis of quantitative data to conducting face-to-face due diligence meetings as part of the qualitative assessment in order to facilitate informed investment decision-making Job Responsibilities • Detailed understanding of asset manager strategies locally and globally• Screening of investment manager universe through various sources• Conducting manager meetings as part of the investment due diligence and on-going monitoring process• Ability to articulate the investment philosophy & process, positioning and performance of various manager strategies, and proactively flag concerns• Integral part in compiling and maintaining the approved “buy-list” for the various parts of the business• Build strategic relationships with asset managers within the asset management industry• You will be expected to keep up to date with changes within the asset management industry Experience• At least 3 years manager research experience within the multi-manager, fund of funds or asset consulting environment Qualifications• B.Com (Hons) / Business Science degree majoring in Finance, Economics, Financial Analysis or Portfolio Management• CFA or related studies beneficial Key Competencies• Strong presentation, verbal and written skills• Confidence in articulating and defending a position• Ability to focus on what is relevant• Questioning and inquiring mind that takes pleasure in figuring things out• Team player Systems knowledge• Working knowledge of Microsoft Office essential, INET and Morningstar preferred Employment Equity• Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, South Africa
May 18, 2018
Permanent
Description The Company is the fastest-growing multi-management company in South Africa.  Join this dynamic company by becoming a part of their Investment Administration team. If you are interested in furthering your career in finance then this position provides the opportunity to add experience to your qualification   Duties and Daily Responsibilities Daily unitisation/ valuation of external manager instruments Daily reporting of unit prices to clients and consultants Daily processing of client cash flows (including recording the cash flows and modelling the client product range) Processing payments Sending investment/ disinvesment instructions to the external managers Daily and monthly bank reconciliations Daily and monthly unit-holding reconciliations Monthly client reporting Ad hoc reporting incl. regulatory reporting, audit certificates and other reports requested by clients, consultants and managers Assisting on take-ons/ transitions of new clients Assisting on restructures/ transitions of existing clients Processing of manager fees Processing of the Company’s management fees Implementing and maintaining controls Performing controls Maintaining the process documents Qualifications The successful candidate will have a relevant tertiary qualification Preferably a Bachelor of Business Science degree/ Bachelor of Commerce degree   Experience   A minimum of 3 years relevant industry experience is required   Key Competencies Good communication and interpersonal skills Good analytical/ problem-solving skills Proactive individual, who is willing take responsibility and accountability for allocated tasks High level of numeracy and accuracy Strong attention to detail Team player   Employment Equity Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, South Africa
May 10, 2018
Permanent
Job Purpose Our client is looking for a quantitative analyst to join its dynamic team. The focus is mainly on performance and risk analysis, but does also involve knowledge and application of broader quantitative and investment related topics.   Key Responsibilities Write-up of daily market commentary Data gathering, verification and preparation Monthly and quarterly fund and client reporting, including, but not limited to, Investment Analysis Reports and Fund Fact Sheet Updating, maintaining and automating various reporting processes as required Maintaining process documentation Performance and management fees calculations and verification Various portfolio and investment related quants research Adhoc analyses Support function to Administration and Investments; including, but not limited to, daily unit price and client model checking   Qualifications Sc. in Actuarial Sciences Experience Experience within financial services advantageous Strong MS Excel skills   Key Attributes Strong analytical and numerical skills Strong communication skills Attention to detail whilst always linking numbers to the bigger picture Ability to work methodically Good organizational skills Deadline driven A passion for investment analysis Ability to work in a team
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
May 09, 2018
Permanent
Role Summary:To provide taxation services to the bank's stakeholders by managing a team of Tax Administrators and Officers in line with the company’s business strategy.Job Description:• Compile an annual work plan with each team member; taking into account the stakeholders' requirements and turn-around times • Monitor monthly work output by the team to ensure that deadlines are met• Review work done by the team members in line with client requirements and adhere adherence to the deadlines• Ensure tax compliance by to SARS deadline dates• Ensure that the Letter of Engagement (which sets up the terms and conditions of the services offered to that client) is agreed upon on client acceptance; in line with the pricing policy as per the business • Build a collaborative relationship with the internal stakeholders by regular interactions• Hold monthly team meetings to share business information relating to service delivery Ensure transformational target are met for own team through consideration of targets during the staff recruitment; retention and training process and utilising suppliers listed on the preferred supplier list• Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s Culture building initiatives (e.g. staff surveys etc)• Participate in the development and implement action plans to address issues raised in culture surveys to improve results• Address issues raised in culture surveys by participating in the development and implementation of action plans• Create a client service culture through various required interventions• Support and encourage staff to participate and support corporate responsibility initiative• Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement• Encourage team to generate innovative ideas and share knowledge • Manage performance of staff by implementing performance agreements; ensuring a clear vision; agreeing on goals and objectives; providing regular feedback on performance; recognizing and rewarding achievement and take appropriate corrective action where required• Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken• Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes• Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff through identifying current and future training and development needs• Contribute to team effectiveness by following the recruitment process when recruiting talent• Maintain a capable high performing team and ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations; utilizing the talent grid principles and developing talent retention programmes• Ensure self and staff understand and embrace the company’s Vision and Values by leading by example and re-enforcing values during meetings• Manage the on boarding process of new employees by ensuring execution of preparations according to the on-boarding check-list• Manage the billing process by ensuring that fees are taken immediately upon wrap-up of client work• Manage debtors' collection by monitoring debtors age analysis• Monitor collection of fees against budget for the month• Prepare annual budget forecast for the division department • Retain existing clients by cross-selling relevant productsEssential Qualifications:• Matric / Grade 12 / National Senior Certificate • Advanced Diplomas/National 1st Degrees Preferred Qualification:• Related BCom qualification and a Higher Diploma in Tax or Taxation Honours Experience:• 3 - 5 years relevant experience from a Financial Institution• 2 years People Management experienceExposure:• Managing a team of people • Communicating job requirements and performance standards to others • Creating a business plan • Conducting performance appraisal interviews • Conducting performance feedback meetings • Working with clients to provide a service • Checking performance data to measure employee performance • Investigating and reviewing processes to improve client service • Coaching and mentoring of others • Enforcing disciplinary actions against employees • Providing constructive feedback to employees • Assuming a key leadership role • Recruiting and staffing • Managing business risks Technical/ Professional Knowledge:• Strategic planning • Budgeting • Financial Accounting Principles • Performance management • Relevant regulatory knowledge • Governance, risk and controls • Change management • Principles of project management • Business administration and management • Business writing skills • Business principles • Management information and reporting principles, tools and mechanisms • Business terms and definitions • Service level agreements • Communication Strategies • Consumer behaviour • Staff resource planning • Client service management • Operations planning • Client service principles • Employee training/development • Organisational systems • Diversity management Behavioural Competencies: • Customer Focus • Driving for Results • Earning Trust • Coaching • Planning and Organizing • Delegation and Empowerment
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
May 09, 2018
Permanent
Job Description•    This position is within the Retail Division and the candidate will be reporting to the•    Team Coordinator.•    The job requires the candidate to work actively within a team and its daily processes•    and procedures.•    The candidate will be responsible for ensuring that all incoming work is seen to, that•    any pending work is followed up on time to ensure that the case is finalized and to•    maintain contact with IFA's and clients.•    This person will need to be flexible, energetic, and trustworthy, organized, self disciplined,•    and enjoy working in a team environment. Main responsibilities•    Validating all incoming instructions with regards to•    Various legislative requirements relating to all applicable products•    Completeness and accuracy of instruction from client/broker•    Proof of payment or money transfer•    FICA requirements complied with (where relevant)•    Processing of incoming instructions in respect of•    New business transactionso    Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)o    Amendments to existing static data (investors, advisors, employers)o    Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.•    Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently.•    Providing clients/ IFA's with superior levels of service.•    Maintaining records of all interactions with clients / IFA's on Siebel CRM.•    Correct and timeous rectification of errors. Qualifications•    Relevant experience – Relevant Business Degree or Job Related Experience would be an advantage but not essential.•    Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Trust industry would also be an advantage.•    Intermediate Computer Literacy – Word, Excel, EmailSkills/competencies and experience•    Accuracy and Attention to Detail•    Excellent Time Management Skills•    Excellent Problem Solving Skills•    Excellent Verbal and Communication skills•    Ability to function well under pressure•    Client focused and self motivated•    Results orientated•    Ability to work effectively as part of a team•    Ability to accept responsibility for all tasks done
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
May 08, 2018
Permanent
To attend to the accurate and timeous completion of tax returns for trusts and individuals in accordance with information supplied by the Relationship Manager or the client within the requirements of tax legislation and in terms of policy.Job Description:• Calculation of income tax• Completion and submission of income tax returns• Completion of statement of assets and liabilities and reconciliation (where applicable)• Calculation, completion and submission of provisional tax returns more applicable to second provisional tax returns for taxpayers with taxable income over R1 million and in instances where clients want to provide SARS with a “taxpayer estimate”• Income statements for certain taxpayers (contractors, sole proprietors)• Completion and submission of tax returns for clients who are registered for turnover tax (1 client)• Calculation of tax due as at date of death (not estate department clients) as well as completion of tax returns• Completion and submission of Testamentary and EBT Trusts tax returns• Generate Income Tax certificates for the beneficiaries of the Testamentary Trusts which includes distribution received from the trusts for the tax year as well as the relevant tax source codes.• Calculation of final tax fees for Testamentary Trusts• Calculation of capital gains tax on termination of Testamentary Trusts• Full admin function for provisional tax runs in February, August and September• Letters to clients for refunds, payments, fees, assessments etc.• Requesting of tax documentation from clients and various institutions including estate clients• Tax clearance applications for foreign investment and good standing• Lodging of objections with SARS relating to incorrect assessments issued by SARS• Objections to penalties incorrectly levied by SARS• Meeting with clients and providing advice on all tax issues• Drafting of fee notes and maintenance of debtors• Attendance at SARS stakeholders meetings• Registration of all trusts, individuals for income tax• Registration of trusts, individuals for income tax• Meeting with SARS tax practitioners on clients behalf• Submission of VAT returns for clients• Assist staff with tax related matters and queries for the company• Uploading of information for SARS audits• Assist clients with SARS payments (e.g. estate duty)• Application for tax clearance certificates• Completion of donations tax forms IT144s (as and when required)• Updating of taxpayer bank details at SARS• Administration of eFiling database• Administration of GreatTax database (not being fully utilised at present)• Submission of annual and bi-annual IRP5 reconciliations• eFiling of monthly PAYE returns• eFiling of tax returns for FinAcc and NPW trusts• Monitor eFiling inbox Qualifications:• Matric / Grade 12 / National Senior Certificate • Advanced Diplomas/National 1st Degrees Experience:• 5 years tax experience.• Relevant tertiary and /or professional qualification is essential (B.Com – Tax; Diploma in Tax)• Must be a Registered Tax Practitioner• Sound working knowledge of taxation legislation applicable to individuals, estates and trusts including CGT. Exposure:• Working with a group to identify alternative solutions to a problem • Capturing data • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing) • Checking accuracy of reports and rec • Communicating internally • Managing conflict situations • Drafting reports • Sharing information in different ways to increase stakeholders understanding • Building and maintaining effective cross-functional relationships with internal and external stakeholders • Managing customer expectations • Comparing two or more sets of information • Interacting with diverse people • Interacting with external clients • Tracking cost against a budget • Working in a fast-paced and changing environment • Working in a team • Working with spread sheets Technical/ Professional Knowledge: • Microsoft Office • Administrative procedures and systems • Data analysis • Business writing skills • Relevant regulatory knowledge • Relevant software and systems knowledge • Banking knowledge • Banking procedures • Cluster Specific Operational Knowledge • Business principles • Business terms and definitions • Governance, Risk and Control Behavioural Competencies: • Customer Focus • Work Standards • Collaborating • Communication • Managing Work • Building Partnerships
Aquarius Recruitment Specialists Cape Town, South Africa
May 03, 2018
Permanent
Overview: Ensure exceptional client and adviser experience through efficient, effective and personalised servicing. Building a high performing team who are focused on making it easy to do business with us (within the rules) with a focus on continuous improvement of people, processes and systems to deliver a great client experience and continuously improving our service offering. Key Duties: • Oversee the day to day operations, ensuring that the team adheres to Service Level Agreements. • Ensuring that the team performs according to contracted performance areas to ensure the highest level of client services. • Develop a competent team to deliver a great client experience • Set and assess standards for each role in the team and the team as a whole • Continuously assess people, processes and systems to identify areas for improvement • Initiate change to improve quality, service and client experience • Document progress and development of staff against agreed standards with input from Skills Coach and other parties • Identify individual developmental needs, provide constructive feedback and implement relevant development plans • Manage relationship with outsourced administrators’ and other stakeholders : Business development, legal and compliance, contact centre • Work collaboratively with other Team Leaders to achieve business results • Provide technical support to team members Manage change regarding new products, legislation, processes etc. • Effectively and efficiently manage and resolve escalations • Manage quality and productivity continuously • Provide management reports as required including quality, productivity, challenges and initiatives • Pro-actively identify operational risk Work Experience: • 3 – 5 years’ experience within the financial services / LISP / Asset Management industry • Minimum 3 years proven people management experience • Knowledge of Investment Platform industry with understanding of all applicable regulations : FICA, FAIS, FSB sub category licensing, TCF, Section 14, Section 37C and other relevant legislation frameworks • Fluent verbal, written and presentation skills in English and preferably an additional language • Proven ability to affect change and improve effectiveness through analysis, innovation, people buy-in and leadership by example Qualification: • Minimum of Grade 12 • Relevant tertiary qualification or equivalent is preferable • Successful completion of RE5 Competencies: • Technical knowledge • Communication skills • Attention to detail • Decision making • Client centricity • Coordination and planning • Results driven • Business acumen • Building & maintaining relationships • Resilience • Leadership skills System Knowledge: • Proficient in MS Office, with intermediate MS Excel reporting skills • Sales Logix or another comparable CRM application is an advantage Key success measurement: Lead team to achieve success through improved proficiency in delivery of tasks and excellent client experience. Empower team with knowledge; learning and effective performance management. Create an environment to energize and motivate team to work co-operatively and competitively with others to achieve a common work-related goal