Investment Administrator

_**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...

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...

Public Investment Corporation's job vacancy, Career and RecruitmentJob title : Records Management Administrator (12 Months Fixed Term Contract) – Pretoria jobs in GautengJob Location : Gauteng, PretoriaDeadline : May 22, 2024Quick Recommended LinksJobs by LocationJob by industries Minimum Requirements: Information Management Degree or Higher Certificate in...

**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...

Gauteng, Tshwane (Pretoria) To enhance the GEPF’s investment monitoring processes and analyse investment performance. This includes attribution analysis, investment reporting, investment administration, quantitative modelling, and performance database management. **Qualification and experience**: **Education**: - A relevant Bachelor’s Degree in...

**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...

Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria.The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of...

Coordinate background checks and other required screenings for new hires - Conduct reference checks to verify the employment history and qualifications of prospective employees - Preparing interview packs and interview logistics **Competencies and skills**: - Communication skills both verbal and written - Customer Service Orientation/Client Focus (Internal...

**Job description**: The Junior Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The...

Assist with the PIC external bursary programme shortlisting process. - Assist with the PIC vacation work programme and graduate development programme - Manage the relationship with PIC bursary holders, funded universities and other institutions of higher learning. - Accurate filing and maintenance of vacation work files and database - Vacation work and...

Who are we? We are looking for an efficient Payroll Administrator to join our team who will be responsible for the processing of payroll activities of clerical staff such as Commission payments, Fleet card lists, Bonus lists, Recognition Awards, Overtime, Ex-gratia payments, Standby allowances and Salary deductions. Payroll Administrator responsibilities...

**Introduction** A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East. **Duties & Responsibilities** - Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to: -...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

**Job description**: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

**ABOUT THE COMPANY** TIH is the holding company of some of South Africa’s leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. We’re pioneers with a hunger for best, bringing customer-focused innovation and service...

Bring your possibility to life! Define your career with us - 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...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

IntroductionA leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East.Duties & ResponsibilitiesSupervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:Understand, execute and...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

Job DescriptionDuties:·        Provide internal support to partners and clients in respect of SARS and E-filing issues·        Liaising with clients as required·        Submission of Trust, Individual and Company Income Tax Returns·        Checking of Assessments·        Sorting out errors on Returns·       ...