Operational Client Investment - Senior Administrator | Centurion

Recruiter:

The Recruitment Council

Job Ref:

Operational Client I..

Date posted:

Friday, September 16, 2022

Location:

Johannesburg, South Africa

Salary:

Yearly Salary

SUMMARY:
Operational Client Investment - Senior Administrator | Centurion

JOB DESCRIPTION:

Purpose:
Provide support to all client facing staff for their client interactions. Diary management and client query workflow management and
query resolution. Developing relationships with, and supporting delivery to consultants. Distributing client communications to internal and external clients. Fully understand Microsoft CRM system to support management information reporting, tracking and monitoring of staff and client activities.

- FAIS documentation sent out for each scheduled client presentation.
- Provide consist client servicing levels which are measured by turnaround times, quality and speed of email replies to e-mails and phone calls.
- Effective communication to client facing team and clients to manage expectations on deliverables.
- Ensure you are always accessible to client facing team.
- Diary management for all client facing staff, including for investment report backs, advisory meetings and retail roundtable meetings
- Workflow management of the retail query inbox, including responding to and distributing queries to the relevant areas of the investments business for resolution and providing the responses to the sales team
- Offer insights on interactions with fund consultants and clients, with a view to managing risks to the business

- Allocation of presenters according to client request and resourcing / availability, referring
to CRM to confirm who the allocated account exec is
- Scheduling of client meetings

Track and monitor all consultant and client communications using Silverpop / Analytics systems and provide feedback to relevant business units, for example:
- Daily market match (Institutional and Retail)
- Market solutions
- Portfolio returns
- Consultant bulletins
- Inflation summary
- Monthly market oversight
- Fund fact sheets
- Monthly asset class returns

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Trust Accountant | Bryanston
Location: Bryanston, Gauteng
Salary: Market Related
Trust Accountant | Bryanston
2 days ago

Trust Accountant | Bryanston
Location: Bryanston, Gauteng
Salary: Annual Salary
Trust Accountant | Bryanston
2 days ago

Head Of Strategic Finance
Location: Johannesburg
Salary:
If you’re a commercially astute finance leader who thrives on originating and closing strategic transactions, influencing board-level decisions, and driving business growth, then this Head of Strategic Finance opportunity could be your next career-defining move. Join a forward-thinking organisation where strategy, deal-making, and leadership come together to create long-term value
2 days ago

SENIOR MANAGER: INVEST SA
Location: Johannesburg
Salary: R1 202 416.00
senior MANAGER: INVEST SA FOR GAUTENG GROWTH AND DEVELOPMENT AGENCY (GGDA)
2 days ago

Head Of Strategic Finance
Location: Johannesburg
Salary:
If you’re a commercially astute finance leader who thrives on originating and closing strategic transactions, influencing board-level decisions, and driving business growth, then this Head of Strategic Finance opportunity could be your next career-defining move. Join a forward-thinking organisation where strategy, deal-making, and leadership come together to create long-term value
4 days ago

General Manager â Terminal Operations and Business Head
Location: Johannesburg
Salary:
Ready to Take Your Career Beyond South Africa?Here’s your opportunity to take the next big step in your career and make your mark in Dar es Salaam, Tanzania! We’re looking for an entrepreneurial General Manager – Terminal Operations & Business Head to lead business growth, drive operational excellence, build strategic client relationships and take full ownership of business p...
5 days ago

Head of Collections & Recovery Operations
Location: Johannesburg
Salary:
Ready to lead one of the most complex and commercially driven collections and recovery environments in South Africa? This is a rare opportunity for a strategic collections leader to influence executive decision-making, optimize large-scale portfolio performance, and drive exceptional returns through people, process, technology, and innovation.Our client is seeking a highly accomplished Head of Col...
6 days ago

Feasibility Studies Manager â Mining & EPCM
Location: Centurion
Salary:
Feasibility Studies Manager – Mining & EPCMOur client, a well-established organisation operating within the mining and Engineering, Procurement and Construction Management (EPCM) environment, is seeking an experienced Feasibility Studies Manager to join its team based in Irene, centurion, with regular site visits to Marikana, Rustenburg, and other project sites as required. This is a sen...
8 days ago

SENIOR ACCOUNTANT
Location: Delmas
Salary: Monthly
senior ACCOUNTANTLocation: Delmas, MpumalangaSalary: Negotiable, based on experienceEmployment Type: PermanentErgasia Placements is recruiting an experienced and detail-oriented senior Accountant for a well-established agricultural operation based in Delmas, Mpumalanga.Our client operates within the livestock, feedlot, crop farming and logistics sectors and is seeking a hands-on accounting profess...
8 days ago

FINANCIAL OPERATIONS ADMINISTRATOR
Location: Bryanston
Salary: Market related
The Financial Operations administrator provides operational support within the Operations function.
8 days ago

Operational Client Investment - Senior Administrator | Centurion

Similar jobs you might be interested in:

Create a free job alert for Operational Client Investment - Senior Administrator | Centurion in Johannesburg

Jobseekers

Recruiter

General