Administrator Investment Absa Wealth Ops

2 weeks ago

Cape Town, Western Cape, South Africa 1001 Absa Bank Full time

Administrator Investment Absa Wealth Ops page is loaded Administrator Investment Absa Wealth Ops Apply locations Cape Town time type Full time posted on Posted 8 Days Ago job requisition id R Empowering Africa's tomorrow, story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary
To provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs

Job Description Key Accountabilities:
Download and organize financial reports and correspondence from Funds, managers, delivered to the team email accountMaintain and organize client contact information in CRMMaintain storage and organization of client documentsUndertake general administration duties including arranging meetings on behalf of the team and booking meeting roomsReview specific types of investment recommendations and determine the most appropriate actionEnhance and build strong and long lasting relationships with beneficiaries/clients in relation to the transaction types providing excellent customer serviceWork is prepared and completed in line with the procedures, deadlines and policies in placeComplete Investment subscriptions, redemptions and switches within and between fund managers and managed accounts including foreign exchangeActively manage the integrity of the data by implementing data scrubbing and consolidation proceduresAssisting with the day-to-day queries from Front Office, escalating issues to relevant internal parties when necessary managing expectations to ensure any problems are addressed and solutions agreedAssist in developing controls and procedures and promote innovative methods/system approaches to meet business needsRole / Person Specification - 3 years of experience in a similar environment at junior specialist levelAdvanced Diploma or Bachelor's degree (Finance major) Education

Higher Diplomas:
Business, Commerce and Management Studies (Required)Absa Bank Limited is an equal opportunity, affirmative action employer.

In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised Similar Jobs (1) Private Wealth Banker locations Cape Town time type Full time posted on Posted 30+ Days Ago

We are a diversified standalone African financial services group, delivering an integrated set of products and services across personal and business banking, corporate and investment banking, wealth, investment management and insurance.

Absa Group Limited is listed on the JSE and is one of Africa's largest diversified financial services groups with a presence in 12 countries across the continent and around employees.

We own majority stakes in banks in Botswana, Ghana, Kenya, Mauritius, Mozambique, the Seychelles, South Africa, Tanzania (ABSA Bank in Tanzania and National Bank of Commerce), Uganda and Zambia.

We also have representative offices in Namibia and Nigeria, as well as insurance operations in Botswana, Kenya, Mozambique, South Africa, Tanzania and Zambia.

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