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| JOB TITLE | Securities Clerk |
| SCOPE AND GENERAL PURPOSE | Actioning and finilization of the total securities portfolio of the branch |
| RESPONSIBLE TO | Controller Credit Administration |
| RESPONSIBLE FOR | None |
| MAIN DUTIES | |
| Tasks: Compilation of security items Diarise – follow up of outstanding security items Capture on SMS system Amendments on SMS system Transfers of security items to other branches Faxing and filing of documentation Forwarding of security items to ARAC Actioning of incoming postal items Recovery of all costs and commissions Fire insurance payment per bank cheque Capture on client system Registration and cancellation of cessions of policies and fire policies Instructions to attorneys for the drawing up of bond documents Surrendering of policies on instructions from the Manager or client Deal with ARAC enquiries Followup of outstanding receipt acknowledgements Assist at Enquiries counter or tellers when required The leads brought about in the daily functions to be passed on to the Sales department Wills: The logging out of wills Dispatch to Liaison Office Transfers between branches Finalization of approved wills Filing of correspondence Capture on CIS system Shares and Unit Trusts as Security Purchase and sale on behalf of the client Faxing of documents to Securities and Settlements House Follow-up of Share transactions Filing of correspondence Collection of commissions
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| Safe Custody: The logging in and out of safe custody items Transfers to other branches Annual collection of commissions Balancing of commissions from cash purchases (letters to clients) Filing of correspondence Periodical taking of commissions – new items Capture on CIS system Kruger Rand Coins As Security: Purchase and sale on behalf of client Faxing of documents to Securities and Settlement house Collection of commissions Filing of correspondence General: Drawing of daily controls Request of A/W’s monthly Answer telephonic queries Order stationery on a weekly basis
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