Cash Management Administrator

2 weeks ago


Pretoria, Gauteng, South Africa BDO South Africa Full time
BDO PTA has a vacancy for a Cash Management Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.

Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:

  • Opening new accounts and processing client payment requests
  • Maintaining client FICA records on system
  • Liaison with clients, written and verbal requests
  • Capturing and maintaining client database
  • Personal development and training
Liaison with Wealth & Healthcare Adviser

You will be required to have:

  • +/
  • 2 years administration experience
  • Grade 12 or equivalent
  • Higher Certificate in Financial Planning
  • Excellent communication skills
  • Computer literacy

This position will require somebody with the following competencies:

  • Organisational skills
  • Time management ability
  • Task driven
  • Analytical
  • Supportive skills
  • Structured

Salary:

  • Marketrelated and commensurate with experience and qualifications.
The appointment will be made in terms of the firm's Employment Equity Policy.
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