Administrator Investment Absa Wealth Ops

4 weeks ago


Cape Town, South Africa Absa Bank Limited Full time

Empowering Africa’s tomorrow, together one story at a time.
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary

To provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.

**Job Description**:
Key Accountabilities:

- Maintain and organize client contact information in CRM
- Maintain storage and organization of client documents
- Undertake general administration duties including arranging meetings on behalf of the team and booking meeting rooms
- Review specific types of investment recommendations and determine the most appropriate action
- Enhance and build strong and long lasting relationships with beneficiaries/clients in relation to the transaction types providing excellent customer service
- Work is prepared and completed in line with the procedures, deadlines and policies in place
- Complete Investment subscriptions, redemptions and switches within and between fund managers and managed accounts including foreign exchange
- Actively manage the integrity of the data by implementing data scrubbing and consolidation procedures
- Assisting with the day-to-day queries from Front Office, escalating issues to relevant internal parties when necessary managing expectations to ensure any problems are addressed and solutions agreed
- Assist in developing controls and procedures and promote innovative methods/system approaches to meet business needs

Role / Person Specification
- 2 - 3 years of experience in a similar environment at junior specialist level
- Advanced Diploma or Bachelor's degree (Finance major)

Education

Higher Diplomas: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_



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