SUMMARY:
A JSE listed Wealth Management institution which has been providing tailored global and local investment offerings to private and institutional clients is looking for an energetic and detailed orientated Money Broking Administrator Graduate
POSITION INFO:
PURPOSE OF THE JOB:
Create and maintain an optimal risk and administration environment within Money Broking while ensuring that the clients are serviced efficiently and effectively.
Duties / Key Areas of Responsibility:
- Take in and action client instructions for money broking deposits and withdrawals
- Collect FICA documentation and make sure accounts are FICA compliant
- Calculation of interest and commission earned for the month
- Capturing and updating of monthly interest rates on BDA
- Respond to JSE queries
- Update balances and daily balancing of journal entries
- Attend to daily Call withdrawals and deposits, as well as fixed term deposits on a monthly basis
- Make payments to the bank (DTI) and balance bank accounts on BDA
- Deposit confirmation Trust accounts
- PSP withdrawal and deposit request
- Pricing updates – Structured products
- Fixed Income (Bond) Contras
Skills / Personal Attributes Required:
- B.Com Finance
- Numerate
- BDA experience advantageous
- Professional, trustworthy, orderly, efficient and reliable
- Client centric with a strong service ethic
- Excellent attention to detail
- Ability to work effectively within a team
- Numeric competency and accuracy
The next step is to enter the application process by completing the role match questionnaire. This online questionnaire is designed to identify if you are a good match for the role and the company and also help predict a new hire''s on-the-job performance and retainability. You will be required to use the link below:
Creating your profile:
- Registration and authentication:
- Please navigate to http://ai.pivotaltalent.co.za/?CID=195DF (we recommend using Chrome)
- Select ‘New registration’
- Complete registration information. Your email and password can be used to log in and continue building your profile, if you do not complete it in one session. Remember to accept the terms and conditions.
- Select ‘Register a new account’
A few general guidelines for completing the assessment:
- Follow the registration page and register as a new user.
- There are no right/wrong answers. Do not see this as a test, just a way of assessing how you see things and approach problems.
- Read the instruction pages carefully, there are timed questions, if you go past them you cannot go back. You only have one chance to complete the assessment.
- The 1st section is the most challenging and is also timed, take notes right from the start! Do not let this section discourage you.
- Please find the time to put aside 45 min to complete the assessment (without any distractions).
Please note that selecting ‘next’ on the assessment saves the current progress.
Please ensure that you do this before logging out. (It is recommended not to log out during a section that is timed, as indicated by a counter at the top of the page).
If you have any issues while completing the assessment, please send an email to --------Please upload your CV here--------> with a screenshot of your error message; in this way we can give your support requirements the attention it needs.
NB! This job is now closed. You can apply for other jobs by uploading your CV.
