Job title : Investment Administrator
Job Location : Gauteng, Johannesburg
Deadline : November 24, 2024
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Job description:
- The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.
Responsibilities:
- Interaction with clients (management of relationships and providing client services)
- Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
- Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
- Processing client queries and instructions
- Administering all Investment and risk products
- Maintaining CRM system
- Preparing and distributing Tax statements as well as monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
Minimum Requirements:
- Matric
- Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
- 2- 5 years’ relevant administration of investment business
- Computer literacy (MS Office – Advanced MS Excel)
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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