Internal Consultant (Paarl)

Rory Mackie & Associates; Paarl; On-site; ZAR 450,000 - 600,000; Full time

Job summary

Rory Mackie & Associates seeks an energetic, capable professional to support a stockbroking team. Duties include onboarding clients, maintaining accounts, processing payments, and assisting with trading and reporting. You will interact with high-net-worth clients and collaborate across teams to enhance service delivery.

The role requires 2–3+ years in financial services, strong Excel skills, and fluency in English and Afrikaans. Applicants should be proactive and work well under pressure.

Qualifications

• 2–3+ years’ experience in a financial services provider.
• Fluent in English and Afrikaans with excellent communication and writing ability.
• Entrepreneurial mindset; able to work independently and within a team.
• Strong analytical skills and high attention to detail.
• Willing to work beyond traditional hours and under pressure.

Responsibilities

• On-board and maintain client accounts (individual, corporate, trust & estate) for local and international accounts.
• Set up and maintain client online access.
• Process payments and cash transfers.
• Process internal and external share transfers.
• Process share allocations.
• Assist clients with Corporate Action elections.
• Assist clients with generating statements/contract notes and tax packs.
• Process Auto Call and Structured Product applications, calls and rolls.
• Assist with Local and Currency Trading requests (including local settlements and offshore remittances).
• Assist with general client queries and resolutions (including technical and digital).
• Assist with writing records for clients.
• Actively engage with stakeholders to identify opportunities to improve services.
• Participate in knowledge-sharing and cross-skilling within the team.

Skills

Financial services experience

Fluent English & Afrikaans

Excellent communication & writing

Entrepreneurial mindset

Independent & team player

Analytical skills

Strong work ethic & integrity

Proactive, self-starter

Tools

Advanced Excel

XPlan

AtWork

Bloomberg

Morningstar

IRESS

Job description

Overview:

To carry out the prescribed daily duties along with ad hoc administrative duties and to provide help and support to the stockbroking team, responding promptly and responsibly to all and any requests from both the stockbrokers and dealing with clients requests directly.

Our client looks for intelligent, energetic people filled with passion, integrity, and curiosity. They value individuals who, in turn, value their culture, that is, a flexible attitude, comfortable with ambiguity and willing to challenge the status quo. Diversity, talent, and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done will perform in extraordinary ways in their environment.

Responsibilities:

• On-board and maintain client accounts (individual, corporate, trust & estate late) for both local and international accounts


• Set up and maintain client online access


• Process payments and cash transfers


• Process internal and external share transfers


• Process share allocations


• Assist clients with Corporate Action elections


• Assist clients with generating statements/contract notes and tax packs


• Process Auto Call and Structured Product applications, calls and rolls


• Assist with Local and Currency Trading requests (including local settlements and offshore remittances)


• Assist with general client queries and resolutions (including technical and digital)


• Assist with writing records for clients


• Actively engage with stakeholders in order to identify opportunities to improve our services


• Participate in and encourage knowledge-sharing and cross-skilling within the team

Requirements:

• 2-3 + years’ experience in a financial services provider


• MS Office Suite - Advanced Excel would be advantageous, any financial planning software (XPlan, AtWork, etc). Any research software (Bloomberg, Morningstar. IRESS)


• Fluent in English and Afrikaans. Excellent communication and writing ability


• Entrepreneurial mind-set. Ability to work independently and within a team. Ability to build relationships internally and externally. Be open to learning and challenging yourself as well as sharing your own best practises and knowledge with the rest of the team


• Effective planning and organising skills, with the ability to prioritize and track multiple tasks


• Willing to work beyond traditional working hours and under pressure


• Strong analytical skills with high attention to detail


• Well-presented and confident in front of High-Net-Worth clients


• High work ethic and integrity at all times


• Proactive, self-starter and independent thinker