Investment Administrator

2 weeks ago


Durbanville, Western Cape, South Africa Your HR Outsourced Full time

This role is to assist the Wealth Planners with any administration duties, with the primary focus on investments and retirement funds.


Responsibilities

  • All round support to Wealth Planners
  • Calendar management
  • First line of query management and support
  • Submit new business forms
  • Debit orders followup
  • Claims process and followup
  • Ensure that all final / signed compliance is sent to the client
  • Ensure you provide regular feedback / updates to clients
  • Keep CRM and Product Provider updated
  • Schedule meetings with Wealth Planner and arrange refreshments
  • Capture CCM Payments

Product Administration
Full understanding of Investment Product Administration.

  • Living unities annuities
  • Life annuities
  • Retirement annuities
  • Preservation funds
  • Discretionary investments
  • Endowments
  • Tax free savings investments

Requirements:

  • Matric
  • 2 years' Experience in investment administration

Salary:
From R15,000.00 per month

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