Investment Administrator

SUMMARY:
Our client is looking for the services of an Investment Administrator to be based in Bellville. You will need an NQF 5 Wealth Management and a BCom degree will be advantagious. You will need to have 2 - 5 years’ relevant administration of investment business within the Financial Services Industry. Send your CV now!

POSITION INFO:
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:
Grade 12 Completed
NQF 5 Wealth Management
Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
3- 5 years’ relevant administration of investment business within the Financial Services Industry
Proficient in both spoken & written English & at least one other of the SA languages