Investment Administrator

_**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...

_**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...

_**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...

_**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...

_**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...

_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 etcRELEVANT Financial qualifications...

_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 etcRELEVANT Financial qualifications requiredEXCELLENT...

_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 etcRELEVANT Financial qualifications advantageEXCELLENT career...

_**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...

**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...

IntroductionA 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 hoc and/ or...

IntroductionA well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesLoading of new business;Handling of client queries;Client file maintenance (Computerized database and paper file systems);Client summaries and reports –ad hoc and/ or...

IntroductionA well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesLoading of new business;Handling of client queries;Client file maintenance (Computerized database and paper file systems);Client summaries and reports –ad hoc and/ or...

Join an award-winning financial practice in Pretoria East, renowned for its excellence in wealth management and investments. The practice have received numerous accolades over their years and one of the directors has been celebrated as one of the best financial planners in South Africa and is a prominent speaker and author on retirement and investments.As a...

**Responsibilities**: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Assist clients with completing...

As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients from diverse backgrounds. This role requires teamwork, a strong work ethic, and the ability to stay focused without distractions. Proficiency in technology, computer literacy, and a quick learning ability are essential, as evidenced by your...

The Senior Investment Analyst (SIA) is responsible for the support to the Financial Advisers (FA) with their client's investment needs. He/She needs to ensure all reporting deadlines are met each month. The SIA is responsible for the performance of the...Bachelor's Degree in Finance, Economics, Accounting, Business Administration, or a related field...

Responsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...

Gauteng, 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: A relevant...

**Purpose of the Job**: To assist in the management and supervision of the activities of the Alternative Investment industry and to monitor Alternative Investment compliance with the provisions of the applicable Alternative Investment legislation within the framework of the objectives of the department. The person appointed to this position will report to...