Senior Investment Administrator

1 month ago

Pretoria, South Africa People Dimension Full time

Introduction

A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.

Duties & Responsibilities

  • Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
  • Interaction with clients (management of relationships and providing client services).
  • As it relates to all business entities - Individuals, Trusts and Companies:
  • Accurate implementation and maintenance of new and existing business.
  • Processing of applications as they relate to the broader financial planning and wealth management.
  • Investment administration matters including but not limited to:
  • Unit Trusts
  • Share Portfolios
  • Offshore Investments
  • Cash Management
  • Projects as per instructions from the Practice Manager.
  • Processing client queries and instructions.
  • Administering all investment products.
  • Prepare investment quotes.
  • Prepare client files for reporting requirements.
  • Processing of all investment mandates as it relates to assets under management.
  • Rebalancing and maintaining of existing portfolios upon instruction from Wealth Manager.
  • Unit Trust/Stock Transfers.
  • Preparation of investment review appointments.
  • Maintain CRM systems, templates and other marketing initiatives for the practice as required.
  • Preparing and distributing tax statements as well as monthly/quarterly statements.
  • Manage administrative documentation (detailed records).
  • Build and maintain good working relationships.
  • Recording details of transactions.
  • Maintaining Service Level Agreement deadlines.
  • Managing investment income and or fee renewals.
  • Ensure FAIS and FICA Compliance, etc.
  • Loading and processing of new/existing business instructions.
  • Follow up on applications and instructions.
  • Administration of welcome packs to new clients.
  • Managing client retention.
  • Gather investment / policy information.
  • Compile a summary of information.
  • Research product information when required.
  • Handling of new application and quotations.
  • Handling and solving of client enquiries.
  • Arranging appointments between Wealth Manager and clients.
  • Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner.
  • Assist clients with completing forms, check forms for correctness, etc.

Desired Experience & Qualification

Minimum Requirements:

  • Matric
  • NQF5/6 in Wealth Management (Advantageous)
  • 5+ years administration experience within the financial services industry (investments + stockbroking)
  • Computer literate (MS Office)
  • Different investment platform systems experience (Advantageous)

Skillset Required:

  • Telephone etiquette
  • Time management
  • High communication skills (verbal & written)
  • Organising and planning
  • Presentable (client orientation)
  • Attention to detail
  • Open to engaging with clients
  • Problem solving skills
  • Energetic
  • Working as part of a larger team to accomplish common business goals
  • Excel spreadsheets
  • Be able to work under pressure in financial services business and produce accurate and timely results

Package & Remuneration

R 25 000 - R 35 000 CTC pm.

Interested?

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