Administrator
2 weeks ago
**Our client is looking for an Administrator to join its growing team.**
**Duties include**:
Handling physical and digital filing, systems, and all databases for the back office.
Onboarding of clients for various investments from inception.
Identifying compliance requirements, liaising with clients for compliance requests, the population of investment agreements, and sending out to clients for signature.
Preparing portfolio statements from various investment houses and ensuring all statements are accurate and received in order.
Assisting with preparing portfolio reviews for clients.
Interacting with all stakeholders of the company. This includes clients, suppliers, and partners with any queries or other related matters.
Working on excel workbooks regarding portfolio reviews, budgeting, and forecasts.
Any other reasonable request of Directors or Management.
**SKILLS AND EXPERIENCE**
3-5 years’ experience in an Administrative Role. Any experience in the Investment Industry will be an advantage.
Matric
Bachelor of Commerce or Degree/ Diploma in Finance or Business Management /Accounting Knowledge of Microsoft Office - Outlook, Word, Excel, PowerPoint
Experience in KYC compliance would be beneficial
Experience or understanding of CRM Systems i.e. Air table, Trello, etc
Experience in preparing portfolio reviews for client investments
Excellent attention to detail
Excellent administration and organizational skills
Good record-keeping ability
Have some IT-related knowledge i.e. Zoom, Teams, Webinars
Ability to work under pressure with tight deadlines
**Education**:
- Bachelors (preferred)
**Experience**:
- Administrative office procedures, practices and procedures: 3 years (preferred)
- CRM Systems i.e. Air table, Trello, etc: 1 year (preferred)
Application Deadline: 2023/01/13
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