Investment Administrator

2 months ago


Sandton, South Africa PSG Konsult Full time

**Responsibilities**:

- Interaction with clients (management of relationships and providing client services)
- Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
- Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
- Processing client queries and instructions
- Administering all Investment and risk products
- Maintaining CRM system
- Preparing and distributing Tax statements as well as monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships

**Minimum requirements**:

- Matric
- Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
- 2- 5 years’ relevant administration of investment business
- Computer literacy (MS Office - Advanced MS Excel)

**Competencies required**:

- Ability to work as part of a team
- Attention to detail
- Be able to work under pressure
- Reliable
- High communication skills (verbal & written)
- Willingness to learn and take instruction
- Time management
- Open to engaging with clients

**How to apply**:
**Education**:

- Bachelors (preferred)

**Experience**:

- investments administration: 2 years (required)

**Location**:

- Sandton, Gauteng (preferred)

Work Location: In person



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