Offshore
Meet the team:
Aaliyah Cassim
Chris Prowse
Chrissy Pillay
Claudine Hendricks
Erin Bennett
Jason Basson
Karin Bull
Shingai Chikoko
Zaid Maged
Wayne Ip Fat Siong
Elsie Jack - Team Leader
Andries van der Merwe - Team Manager
The role:
An Offshore Operations Consultant's main responsibilities involve the processing of all offshore transactions. This needs to be done within the respective timelines and trade-frequencies for the respective offshore funds.
As in other Ops areas, Offshore Consultants communicate with clients and financial advisors daily and need to have excellent written and verbal communication skills.
The role requires the ability to interact with team members and other areas of the business to resolve queries from both internal and external clients.
Offshore transactions are often technical and require meticulous attention to each element of the process. Corrections are often difficult and costly, and often take more time to fix than processing the actual transaction. So a keen eye for the finer details is important.
Furthermore, the role includes supporting team members in reconciling all outstanding deposits in the respective offshore bank accounts, and processing them in an accurate and timeous manner.
The Offshore Operations Consultant role requires the following skills:
• The ability to understand eligibility criteria for investments on the Offshore Platform
• And deal with compliance issues related transacting on the Allan Gray Offshore Platform, Orbis Funds, Allan Gray Australia as well as various third party Management Companies (this includes FAIS, FICA, FATCA and Foreign Exchange Controls legislation)
• An EXTRA keen attention to detail
• Effective queue management, and impeccable time management that reflects in spectacular workflow
• An awesome sense of humour
Offshore is a Unit Trust product, where clients invest directly into offshore-Orbis Funds. Not everyone can invest in the Offshore platform. We don't accept offshore investments from non-African citizens residing outside of Africa. Certain countries like the US and Canada have tax implications that restrict the ability of those taxed in them to invest with us. One other thing that makes this product very exclusive is the minimum investment. The Minimum amount that can be invested is $10 000, or the foreign currency equivalent.