Unit Trust

A client-focused trust and investment management company providing financial services is looking to fill the position of a Unit Trust Administrator. This role is responsible for daily unit trust pricing, and accurate reconciliations of activities related to the smooth running of the unit trust funds, and all tasks related thereto. **Responsibilities**: -...

Our client is an Investment Management business based in Claremont in Cape Town, they have a need to employ a Unit Trust Administrator, however the volume of the work is suited to a half-day role and the hours could be made to be flexible to suit a Mom with children etc. The role incorporates the following dimensions of UnitTrust...

Senior Business Analyst (LISP / Unit Trusts)Cape TownA company in the asset management and investment field is looking for an experienced and motivated Senior Business Analyst to join their Business Solutions Team. The successful candidate will be responsible for compiling the approach (strategy document and business case) for our core system upgrade...

A client-focused trust and investment management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years, is seeking to employ a Trust Officer Administrator. This role handles administrative support for the trust officers (financial / investment advisors) within the team, and...

**Job Information**: Job Opening ID ZR_1228_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R25 000 - R32 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - A client-focused trust and investment management company providing financial planning and investment advice and...

**Responsibilities**: - Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemption's and switches, and share dealing. - Ensure necessary authority is obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system). - Daily/ monthly EFT payments...

**Job Information**: Job Opening ID ZR_1229_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R22 000 - R25 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - **Responsibilities**: - Collation of all necessary documentation relating to administration of local and...

This position is for a Fixed Income Senior Analyst / Portfolio Manager with a respected Fund Manager, based in Claremont, Cape Town. KEY RESPONSIBILITIES: - Manage a portion of the unit trust portfolios’ SA income and bond component - Responsible for the day-to-day allocation to fixed income instruments - Manage all cash flows associated with the unit...

**Responsibilities**: - Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts - Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund...

As an Investment/Quants Analyst, you will be working within a team of highly experienced, thought-leading, and globally connected investment professionals. This is a key new role with our client that intersects with all the functions performed across the investment team, and through which you will be supported and empowered to develop hands-on knowledge and...

**Overview**: Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our...

**Overview**: **Responsibilities**: - Assisting and building relationships with customers either by telephone, electronically or face to face - Responding promptly to customer inquiries and following up on queries where applicable - Obtain and evaluate all relevant information to handle product and service enquiries - Record details of enquiries, comments...

Overview:Our client, a leading global Asset Manager is seeking to appoint a Transfers and Onboarding Consultant, on a Fixed Term Contract. The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our client's business to external companies. This...

Overview:Our client, a leading global Asset Manager is seeking to appoint a Transfers and Onboarding Consultant, on a Fixed Term Contract. The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our client's business to external companies. This...

This position is for a Quant / Multi-Manager Analyst / Portfolio Manager with a growing Asset Manager, based in Newlands, Cape Town. KEY RESPONSIBILITIES: - Take over the day-to-day management of the range of SA focused unit trusts - Responsible for asset allocation (part of the asset allocation team) and manager research (managing overall process) -...

Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our client’s...

Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our client’s...

One of South Africa’s leading furniture and appliance retailers has the following career opportunity for a Human Resource Administrator with the necessary competence level, experience and drive. **Main purpose of the job;** To be exposed and gain experience in the full function Human Resources service, inclusive of all Human Resources disciplines. -...

Our client in Cape Town, (Hybrid working condition) has a Permanent position for a Technical Trainer.They are looking for an experienced, skilled and passionate Technical Trainer to join their team. The Technical Trainer will play a critical role in developing the technical skills and knowledge of their employees. The role sits within the operational space...

**Job Summary**: - Allan Gray is Africa’s largest privately-owned investment management company managing more than R500bn of assets. We are focused on generating long-term wealth for our clients who include individuals, retirement funds, insurers, trusts, companies, and foundations. They invest through our focused range of unit trusts, retirement products...