Investment Administrator
7 days ago
**Reference**: CM 6533
**Consultant**: Christa Mostert
**Description**:
Obtaining clients mandates and FICA documents
Loading mandates and FICA on my base
Notifying clients of new account details and bank details for deposits
Liaising with Executors regarding estate late shares and transferring of shares to beneficiaries
Buying and selling of shares instruction only
Correction of misdeals for office
Assist client with selling of Keeromstraat 30 and Nasionale Pers Beleggings_share via Toni Lutz
Loading and amending of cost prices onto client’s accounts
Transferring of shares and portfolios, internal and external.
Sending indemnity documents to clients for lost shares.
Withdrawal of shares from Computershare for various clients following up daily
Withdrawal of shares from Link Market Services for various client following up daily
Back up for reception area
General client queries daily
Send out statements and capital gains tax reports daily
Deactivating of dormant accounts
Checking of share certificates
Loading of shares onto client’s accounts (Dematerializing)
Distribution of brokers notes for trades done the previous day daily
Depositing cheques
Checking and arranging allocation of funds on the bank statements
Petty cash
Updating client details
Filing
General administrative requirements
Dealing in offshore shares and currency conversions.
Dealing with corporate events and following up with clients regarding their choice
Arranging proxies and letter of rep for company AGM’s
Assisting client with CFD and SSF trades and opening of accounts instruction only
Sending cession agreements, checking agreements are in place and notifying bank.
Lifting of cessions
Assist clients with their Richemont tax claim documents
**Qualifications**:
To qualify for this job, you must’ve passed the following examinations.
RE5
Class of Business - Investments
JSE Registered Securities Trader
**How to Apply**:
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system.
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