Administrator

2 weeks ago


Centurion, Gauteng, South Africa RAD Resources Full time
Our client in the wealth and investment industry is looking to employ a strong Office Administrator in Midstream, Centurion.

Our client in the wealth and investment industry is looking to employ a strong Office Administrator in Midstream, Centurion.

SKILLS

  • Strong computer skills (Excel, Outlook, Powerpoint, Word, various trading platforms, various research programs)
  • Professional, proactive, efficient, reliable
  • Strong attention to detail
  • Client centric, confident when communicating with clients
  • Sound interpersonal skills, friendly, good telephone manner
  • Strong communication skills
  • Must be able to work under pressure
  • Experience with FICA and compliance matters

DUTIES

  • Have/Develop an understanding of the portfolio management business
  • Client servicing
  • Client administration
  • Coordinating client meetings, presentations and travel arrangements
  • Client onboarding (including FICA and compliance)
  • Marketing maintenance
  • Maintaining records and files
  • Preparation of client portfolio feedback packs
  • Assisting portfolio managers with administration
  • Staying abreast of global best practise as it relates to investments, products, risk management and operations

For more information please contact:
**Juliann Kotze
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