Offshore Investment Operations Consultant Processing of all daily client transactions/instructions received via workflow. Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines. Managing and maintaining of Client information Providing clients/ brokers with superior levels of service. Maintaining records of all interactions with clients. FICA Validation, client interaction and queries within the agreed Service Level Agreements. Discretionary Outstanding Monies Project The discretionary outstanding monies project focused on aiding the unit trust discretionary department to assist clients in submit instruction via Allan Gray online, assisting retail finance with discretionary bank accounts, analysing missed money post batch errors and assisting unit trust consultants with the E-pop tool for stadium payments. Offshore Projects Creating an Offshore Restricted fund access tool and External Transfer data management tool using Visual Basic for Applications with the stakeholder help of Senior Business Analysts in the company. Tool used to improve End of Day client data checks.