Investment Administrator
7 months ago
_**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 qualifications required
EXCELLENT career opportunity
Fully Bilingual - AFR (A must) & ENG
- New business administration;
- Managing client shares advantage
- Loading of new business;
- Handling of client queries;
- Client file maintenance (Computerized database and paper file systems);
- Client summaries and reports -ad hoc and/ or quarterly;
- Attending to all relevant compliance issues in terms of legislation;
- General assistance to management;
- Typing correspondence;
- Scheduling meetings and appointments when requested;
- Diary management when requested;
- Liaising with service / product providers on administrative issues.
- The above list is not be construed as conclusive and you may be required to perform other duties in the course of business that may reasonably be required by management.
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Investment Administrator
5 days ago
Pretoria, South Africa People Dimension Full time**Introduction** A leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team. **Duties & Responsibilities** - Preparing all documentation for Investment related instructions - Implementation of all investment related instructions - Assist with all servicing on investments -...
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Investment Administrator
7 months ago
Pretoria, South Africa KM CONSULTING Full time_**INVESTMENT ADMINISTRATOR, R25-30k, 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 assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...
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Investment Administrator
7 months ago
Pretoria, South Africa KM CONSULTING Full time_**INVESTMENT ADMINISTRATOR, 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 qualifications...
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Investment Administrator
7 months ago
Pretoria, South Africa KM CONSULTING Full time_**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, 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 assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...
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Investment Administrator
2 days ago
Pretoria, South Africa KM CONSULTING Full time**_INVESTMENT ADMINISTRATOR, R25-R30k, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: EXCELLENT career opportunity! Fully Bilingual - AFR (A must) & ENG - New business administration; - Managing client shares advantage - Loading of new business; -...
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Senior Investment Administrator
2 months ago
Pretoria, South Africa PSG Konsult Full timeThe 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...
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Senior Investment Administrator
1 month ago
Pretoria, South Africa Jobted ZA C2 Full timeIntroduction 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...
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Senior Investment Administrator
1 month ago
Pretoria, South Africa People Dimension Full timeIntroductionA 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 & ResponsibilitiesAccurate, timeous and efficient implementation of the wealth management function as instructed by relevant...
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Senior Investment Administrator
1 month ago
Pretoria, South Africa People Dimension Full timeIntroduction 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...
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Investment Administrator
7 months ago
Pretoria, South Africa KM CONSULTING Full time_**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...
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Investment Administrator
7 months ago
Pretoria, South Africa People Dimension Full time**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...
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Investment Services Coordinator
3 weeks ago
Pretoria, Gauteng, South Africa People Dimension Full time**Company Overview**People Dimension, a leading company in the wealth management and financial services sector, is seeking an experienced Investment Services Coordinator to join their team.We are based in Silverlakes, Pretoria, and we take pride in our commitment to excellence and customer satisfaction.**Job Description**As an Investment Services...
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Quantitative Investment Analyst
5 days ago
Pretoria, South Africa Six Sense Full timeGauteng, Tshwane (Pretoria) Annually Cost To Company (Market related) To enhance the GEPF’s investment monitoring processes and analyze investment performance. This includes attribution analysis, investment reporting, investment administration, quantitative modelling, and performance database management. **Qualification and experience**: **Education**: -...
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Investment Distribution Support Administrator
44 minutes ago
Pretoria, South Africa Momentum Metropolitan Holdings Full time-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 Purpose The...
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Specilaist: Investment Analyst
2 weeks ago
Pretoria, South Africa The Hiring House Full timeThe purpose of the role entails: - Conduct research and perform analysis (TCF) - Compile Reports - Compare and monitor the actual investments against the investment policy, manager mandates, the asset-liability model and statutory asset spreading requirements. - Provide information for Financial and Statutory reports - Prepare Tax Calculations - Perform...
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Investment Analysts
2 weeks ago
Pretoria, South Africa Isilumko Staffing Full timeAre you ready to join a new, stable and forever moving company? Our client is within long term insurance industry and looking for an experienced **Investment Analysts** with long term insurance experience in Pretoria Menlyn **Description** - **Conduct research and perform analysis (TCF)** Oversee research into different areas of investment...
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Investment Distribution Support Administrator
7 months ago
Pretoria, South Africa Momentum Distribution Services Full time**Introduction** - Momentum, a financial services provider 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 Purpose** - The...
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Investment Distribution Support Manager
7 months ago
Pretoria, South Africa Momentum Distribution Services Full time**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...
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(Local Agent) Banker
3 days ago
Pretoria, South Africa European Investment Bank Full timeThe _**_European Invest_**_me_**_nt Bank_**_ (EIB) is the European Union’s bank. It works in support of EU develop_me_nt and economic co-operation policies by financing invest_me_nt in both public and private sectors. EIB Global is seeking to recruit for its Global Partners Department - Africa-Public Sector Division at its regional office in Pretoria, a...
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Finance and Investment Advisor, South Africa
2 days ago
Pretoria, South Africa Creative Associates International Full timeOverview**:Background**: Creative Associates International is a fast-growing, social impact company that specializes in the areas of education, economic growth, democratic transitions, and stabilization in post-conflict environments. Based in Chevy Chase, Maryland, this global development organization has a field presence is more than 25 countries and a...