KEY PERFORMANCE AREA 1: INSTITUTIONAL CLIENT ADMINISTRATION

·         Maintain    accurate    institutional     client    records,    contact    information    and correspondence within CRM systems.

·         Facilitate onboarding of new institutional clients and ensure all documentation is complete.

·         Coordinate collection, verification and maintenance of client information and supporting documents.

·         Maintain client mandates, account records and administrative documentation.

·         Ensure proper filing, archiving and retrieval of client records.

·         Support continuous improvement of client administration processes.

KEY PERFORMANCE AREA 2: INSTITUTIONAL CLIENT SERVICE

·         Act as primary contact for institutional client administration queries.

·         Ensure client instructions are processed accurately and timeously.

·         Resolve client service issues and escalate where necessary.

·         Coordinate responses to consultants, administrators, trustees and service providers.

·         Support    maintenance    of   strong    institutional    client    relationships    through professional service delivery.

·         Support implementation and review of the CAM Client Service Charter.

KEY PERFORMANCE AREA 3: REPORTING AND COORDINATION

·         Coordinate quarterly, monthly and ad hoc client reporting.

·         Prepare client reporting packs, due diligence questionnaires and survey submissions.

·         Ensure accuracy and completeness of client reports.

·         Liaise with internal stakeholders to obtain information required for reporting.

·         Coordinate asset manager survey submissions and related requests.

KEY PERFORMANCE AREA 4: DIGITAL AND SYSTEM SUPPORT

·         Maintain client information across approved systems and platforms.

·         Support electronic document management and digital record keeping initiatives.

·         Assist clients with approved platform access and user queries.

·         Identify opportunities to improve administrative efficiency through digital solutions

KEY PERFORMANCE AREA 5: RISK AND COMPLIANCE

·         Comply with all internal policies, procedures and regulatory requirements.

·         Maintain accurate audit trails and records.

·         Identify and escalate potential compliance risks.

·         Support internal and external audits, inspections and reviews.

KEY PERFORMANCE AREA 6: FIA & AML COMPLIANCE

·         Perform EDD and CDD reviews in line with regulatory requirements.

·         Update client records where documents expire.

·         Coordinate client verification and remediation activities.

·         Ensure    onboarding     documentation    complies    with    policies     and procedures.

·         Oversee sanctions screening requirements.

·         Ensure records are archived in accordance with regulatory requirements.

·         Support regulatory inspections and information requests.

·         Support business units with FIA and AML-related client administration queries.