Ryan Pryce Lewis Email & Phone Number

Cape Town, Wc, Za

Cape Town Area, South Africa

This position:- Is a one point of contact for discretionary investment managers (DIM’s).- Requires to build strong business relationships with DIM's to ensure an understanding of each others business processes.Responsibilities:- All administrative aspects across the Discretionary and Life Departments for a panel of DIM’s.

Cape Town, Western Cape, South Africa

Administrative accounting activities and relationship management for Institutional pension funds and individual clients.Produce daily, monthly and quarterly client investment reporting.Update and check cash and scrip reconciliations, monitor cash and margin movements on equity-linked derivative positions.Calculate, bill and ensure the payment of management fees

Cape Town Area, South Africa

This position:- Validates and quality checks operations consultants work to provide exceptional client service.- Requires excellent attention to detail and the ability to work under pressure.

Cape Town Area, South Africa

(Secondment)Main purpose:- Provide both proactive and reactive service to our clients on their escalated errors and complaints to achieve optimal service recovery to alter clients negative perceptions.Responsibilities:- Perform detailed calculations to place clients in the correct financial position.- Implement corrective measures based on performed calculations.

Cape Town, Western Cape, South Africa

Responsibilities:- Ensure that incoming work is addressed and that any pending work is followed up on and that cases are finalised.- Maintain contact with the adviser or client during this process.- Process of incoming instructions in respect of: > New business transactions > Existing business transactions (investments, retirement’s, withdrawals, switches, transfers, cessions and estate lates). > Amendments to existing client information(investors, advisors, employers).- Validate all incoming instructions with regards to: > Various legislative requirements relating to all applicable products. > FICA requirements complied with (where relevant).- Provide clients/ IFA’s with superior levels of service.- Correct and timeous rectification of errors.

Port Elizabeth, Eastern Cape, South Africa

Responsibilities:- Written play by play commentary of domestic and international rugby matches.- Conduct pre-match research.- Update and maintain system backend.

Bcom Economics & Businessmanagement, Economics & Business Management

Matric