Operations Administration
4 weeks ago
An investment management company within a small company environment needs you
We are looking for someone with a BA or Bcom with an interest in investments.
You will be a recent grad with very little to no work experience.
The role:
Preparing and checking client sign on and FICA documents
Updating KYC and FICA information with third-party managers when required
Conducting reviews of electronic and hard copy source documents stored in both hardcopy and electronic format
Manage electronic and hard copy versions of client documents
Updating internal client sign-on document templates to account for changes in regulations and/or company policy
Assisting with document clean-outs when required
Assisting with obtaining and saving source documents for the annual audit, tax reports and quarterly valuation reports
Preparing documents for the transfer of existing investments to under RealCap’s management
Maintaining client compliance checklists
Maintaining the office expenditure folder to streamline the accounting process
Arranging shipment and delivery of company and client-related documents when required
Office supplies management
Works well in a team environment
SALARY:
- R180,000 p/a CTC
CHARACTERISTICS/SKILL-SET:
Highly organised
Attention to detail
Self-Motivated Takes initiative
Willing to learn Problem solving attitude
Ambitious
ESSENTIAL MUST HAVE OWN TRANSPORT AND LIVE WITHIN 20KM OF TOKAI
Only SA to apply, if you do not hear back within 3 days, you have not been shortlisted.
**Salary**: R15,000.00 per month
Application Question(s):
- Do you have your own transport?
**Education**:
- Bachelors (preferred)
**Language**:
- Business English (required)
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