Thulani Masinga Email & Phone Number

South Africa

Constantia Kloof

Sandton

Sandton

•System administration and support of all Admin specific applications, e.g Interlink, Accurate, MMDI, Infostore, Finswitch and internally developed systems.•Monitor user access and usage to 3rd party date systems and implement the most efficient and cost effective solutions to meet the business requirements.•Maintain and support technical aspects of investment specific systems.•Log technical errors and problems with vendors and manage the resolutions.•Work closely with users at all levels in order to ensure technical system requirements are adequately met and implemented.•Perform daily (evening) MCI Finswitch pricing and trade file upload.•Consulting and recommendations in all technology solution requirements.•Produce and maintain user and system administration documentation.•Backup resource to colleague in admin support team.•Monitor CRM system for client queries

Sandton

•Day to day process co-ordination which involves trading and rebalancing functions•Internal local and international portfolio daily rebalancing and monitoring and co-coordinating with our administration service provider•Implementation of portfolio changes•Transition management•Processing of daily Unit Trust business, and rebalancing and monitoring of portfolios•Complete daily and monthly reconciliation•Daily queries resolution and reporting•Capturing valuations (market values and prices) from fund managers on a daily basis.•Follow up with fund manager’s regarding any cash flow confirmations that appear on the pricing sheet.

Sandton

Controlling, Balancing and Printing of daily business inbox, Daily ticking back of right fax and inbox, SAMMI – creating new batches, importing of daily market values and calculating of unit prices, Sending out of daily Unit Prices, Loading of transactions and electronic file, Ensure that all transactions received contain correct details and authorization, Sending confirmations of daily business to clients, Following standard procedures and ensuring that daily cut-off times are adhered to, Loading of New Clients, client mandates, fees, banking details and other static information, Calculating corrections, unit transactions and book over’s, Handling of client queries, Continuous provision of efficient and friendly client service to keep our clients happy at all times

Johannesburg

•developing the plan to complete the project by establishing a budget, scheduling a choosing volunteers for the project•ensuring that the project is structured in compliance with organization and project missions and goals•creating the guidelines and measurements for the volunteers and assign roles based on talents, skills and abilities•holding periodic team meetings to analyze progress of the project•Maintaining and integrating project plans and ensuring that all the key parties are advised through weekly meetings, email updates and project reports.•monitoring resource utilisation and performing quality reviews•internal communication and reporting the project's progress to the Programme manager

Post Graduate Diploma In Financial Planning, Law

Financial Planning

Pgdip Estate Planning, Financial Planning

Estate Planning, Asset Types and Investment Planning

Regulatory Examinations Certificate (Re5), Regulatory Exams For Representatives

RE5 for Representatives

Bba Hons, Financial Management

Activities and Societies: NoneGraduated with the Bachelor of Business Administration Honours. Measures: Financial Management, Project.

Graduated Bachelor Of Business Administration (Bba); Bachelor, Business Administration

Activities and Societies: Community Development (SIFE)Other Certificates Institution: The South African Institute of Financial Markets.