Investment Administrator

_INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST_Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry:Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etcRELEVANT Financial qualifications...

_INVESTMENT ADMINISTRATOR, R30k, PTA-EAST_Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry:Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etcRELEVANT Financial qualifications requiredEXCELLENT...

IntroductionA well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & Responsibilities Loading of new business; Handling of client queries; Client file maintenance (Computerized database and paper file systems); Client summaries and reports ad hoc and/ or...

The Senior Investment Analyst (SIA) is responsible for the support to the Financial Advisers (FA) with their client's investment needs. He/She needs to ensure all reporting deadlines are met each month. The SIA is responsible for the performance of the...Bachelor's Degree in Finance, Economics, Accounting, Business Administration, or a related field...

Responsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...

Gauteng, Tshwane (Pretoria)Annually Cost To Company (Market related)To enhance the GEPF's investment monitoring processes and analyze investment performance. This includes attribution analysis, investment reporting, investment administration, quantitative modelling, and performance database management.Qualification and experience:Education: A relevant...

IntroductionMomentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Role PurposeThe...

The __European Invest__me__nt Bank__ (EIB) is the European Union's bank. It works in support of EU develop_me_nt and economic co-operation policies by financing invest_me_nt in both public and private sectors. __EIB Global__ is seeking to recruit for its __Global Partners Department - Africa-Public Sector Division - East and Southern Africa Unit__, at its...

Introduction Momentum, a financial services provider since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Role Purpose The Distribution...

Chemonics seeks an Energy Sector Investment Lead for the USAID Empower Southern Africa (ESA) project. ESA is a 5-year regional program that covers South Africa, Lesotho, Eswatini, Botswana, Namibia, Angola, Zimbabwe, Zambia, Malawi, Mozambique, Madagascar, Comoros and Sao Tome and Principe. The primary purpose of ESA is to increase the availability of,...

Job Classification Sales and Service Career Stream Sales Leadership Pipeline Manage Self: Operational FAIS AffectedJob Purpose To provide essential- support to the advisors and our clients, in line with the- 6-step financial advice process, whilst ensuring overall contribution for- growth in revenue, profitability, and market share for Distribution in...

IntroductionMomentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Role PurposeThe...

Responsibilities: Support the daytoday operations of fund administration by maintaining records, updating databases, and organising documentation. Aid the team in preparing and reviewing investor documents Coordinate fund valuations, ensuring accurate and timely calculations Collaborate with internal stakeholders and external stakeholders to gather and...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: Provide efficient and effective administration support to ensure the smooth running of a functional areaexperience and qualifications: Grade 12. years' relevant...

This individual will be passionate about SME funding and supporting grass roots, micro-enterprises.The Trust is an impact fund which launched its operations in 2016, capitalized with an enterprise and supplier development contribution from a leading international automotive manufacturer. The sole mandate of the Trust is to support transformation and impact...

Coordinate background checks and other required screenings for new hires Conduct reference checks to verify the employment history and qualifications of prospective employees Preparing interview packs and interview logisticsCompetencies and skills: Communication skills both verbal and written Customer Service Orientation/Client Focus (Internal and External)...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: Provide efficient and effective administration support to ensure the smooth running of a functional areaexperience and qualifications: Grade 12. years relevant...

Build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam...

Job Information:Job Opening IDZR_1301_JOBHours of workFull-timeIndustryAutomotiveLocation TypeHybrid (Part office, Part remote)SalaryR R35 000Remuneration TermPer MonthProvinceGautengCityPretoriaCountrySouth AfricaThis individual will be passionate about SME funding and supporting grass roots, micro enterprises.The Trust is an impact fund which launched its...

Trust and Client Relationship Administrator - A & I Investment Operations page is loaded Trust and Client Relationship Administrator - A & I Investment Operations Apply remote type Hybrid locations Sandton time type Full time posted on Posted 2 Days Ago job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history...