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Investment Administrator
7 days ago
_**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 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.
**Salary**: R25,000.00 - R30,000.00 per month
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Investment Administrator
2 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
2 weeks 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
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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
1 week 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
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Investment Administrator
1 week ago
Pretoria, Gauteng, 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 etcRELEVANT Financial qualifications...
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Investment Administrator
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Pretoria, Gauteng, 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 etcRELEVANT Financial qualifications advantageEXCELLENT career...
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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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