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 etc RELEVANT Financial...

The Senior Investment Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client...

**Introduction** A 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...

A leading financial institution in Pretoria is seeking a skilled Investment Administrator to provide specialist advice and support in collecting and analyzing investment information. The role involves assisting team members with proposal preparation, ensuring compliance with quality standards, and offering administrative support according to standard...

Posted today System Administrator – Aderant This position requires a highly competent, highly motivated, and driven individual who is able to work well on their own and within the team, with limited supervision, and who actively seeks ways of adding value to the business in their role as System Administrator. The successful candidate will be responsible...

**Introduction** Momentum, 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...

The _**_European Investment Bank_**_ (EIB) is the European Union’s bank. It works in support of EU development and economic co-operation policies by financing investment in both public and private sectors. The EIB is seeking to recruit for its _Representation in Pretoria, a _**_Banker_**_. This is a full time position._ - The term of this contract will be...

Minimum requirements: MatricRE5 / RE1NQF 5 / NQF 6 in financial services industryMinimum 3 year within a Financial Services ProviderExperience in Life Insurance and Investment (LISP) highly advantageousClient onboardingInformation retrieval and processing, Data Entry and Record-KeepingRegulatory ComplianceRisk RatingVerificationClient file...

**Job Classification** - Sales and Service- Career Stream- Sales - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job 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...

Reference : SW AM-1My client, and elite financial services and investment concern located in Faerie Glen, Pretoria, is seeking to employ an administrator to assist their Financial Advisors. Duties & Responsibilities Main duties and responsibilities include : Secretarial duties - scheduling meetings, general office administration, correspondence with clients...