Client Administrator

 

Recruiter:

Communicate Recruitment

Job Ref:

CTF014173/CJ

Date posted:

Friday, February 18, 2022

Location:

Capetown, South Africa

Salary:

216 000 Annually


SUMMARY:
Half Day Hybrid Opportunity! The Client Administrator is primarily responsible for client administration services, as well as providing a broad range of support to the CEO, Head of Operations and Financial Advisers (IFA’s) in the provision of high quality ongoing service to prospective, new and existing clients.

JOB DESCRIPTION:


Assist the CEO with the preparation of investment proposals and investment mandates.

Facilitate the opening of additional accounts, as well as deposits and withdrawals into and from existing accounts.

Facilitate the opening of additional accounts, as well as deposits and withdrawals into and from existing accounts.

Support the CEO with marketing initiatives, tools, web design and presentations.


Experience & Skills Required:

Matric + Mathematical Skills

Degree is an advantage

Relevant Client Admin experience

 

 

Contact CORNE JONKER on 021 418 1750, quoting the Ref: CTF014173.


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