Investment Administrator
2 weeks ago
Rare opportunity to join an **Asset Manager **in **Durban **as an **Investment Administrator**.
This is an EE designated opportunity.
As part of the Operations team, some responsibilities include:
**Daily processing**:
- Checking all forms and supporting documentation have been received according to the relevant checklists
- Capturing and processing switch and/or repurchase instructions within the daily turnaround times
- Monitoring the bank reconciliation and following up on any outstanding funds
- Checking client signatures have been verified and all supporting documentation has been received and processed
- Calculating the profit and loss on any back-dated transactions
**Monthly Processing**:
- Checking and balancing the Debit Order process.
- Identifying rejected monthly income payments and debit orders and informing the Client Relationship Team.
- Checking Monthly Distribution and Early Income Payment Reports to ensure all clients’ required monthly incomes have been met.
- Balancing the Payments Schedule of all Financial Advisors' commission before commission payments are made.
**Reporting**:
- Sample Checking of the Daily Reporting and Welcome packs for clients and Financial Advisors.
- Drafting and sending correspondence to clients who are not compliant with Regulation 28 and monitoring these clients to ensure their asset allocations are changed / switched to be compliant within the legislated timelines
- Checking tax statements such as IT3b, IT3c, IRP5, IT3a and Contribution Certificates.
-
Investment Administrator
1 week ago
Durban, South Africa CA Financial Appointments Full timeInvestment team seeks an Investment Administrator.This is a lovely opportunity to join a team with an excellent track record and with exposure and products in both the South African and International markets. This is a warm, dynamic and professional team, who value their team members! **Responsibilities**: - Ensure all forms and supporting documents have...
-
Investment Distribution Support Administrator
2 weeks ago
Durban, South Africa Momentum Metropolitan Holdings Full time-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 Purpose The...
-
Investment Specialist C
3 weeks ago
Durban, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To identify Investment opportunities and grow the Bank’s deposit book by either analysing existing FNB clients’ requirement or by acquiring...
-
Wealth Administrator
2 weeks ago
Durban, South Africa Sandi Crowther Recruitment Full timeKwaZulu Natal, Durban - R 20 000 Monthly Cost To Company **Morningside. **Established concern providing financial planning services seeks competent Wealth Administrator with RE1 or RE5 and experience in a similar role. **Responsibilities**: - Provide support to the Wealth Manager in all investment related decision making processes for clients - Build...
-
Sales Consultant: Budget Insurance
3 weeks ago
Durban, South Africa Telesure Investment Holdings Full time**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...
-
Sales Consultant: Vaps Broker Sales
1 week ago
Durban, South Africa Telesure Investment Holdings Full time**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...
-
Compliance, Risk and Legal Administrator
1 week ago
Durban, South Africa HR Matters Full time**Duties**: - General Compliance, Risk & Legal administrative support; - Drafting and preparation of legal documentation; - Regular interaction with applicants, colleagues, management to ensure the effective delivery of administrative requirements within a specific framework; - Formatting, retrieving, and editing legal agreements, monitoring and following...
-
Durban, South Africa Telesure Investment Holdings Full time**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...
-
Outbound Call Centre Agent
1 week ago
Durban, South Africa Telesure Investment Holding (Pty) Ltd Full time**Introduction**: Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long and short term insurance providers. Our portfolio includes South Africa’s most loved and recognizable brands such as 1st for Women, Auto & General, Budget, Dial direct, Virseker and 1Life. Employee Benefits...
-
Fund and Investment Specialist
2 weeks ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeJob title : Fund and Investment SpecialistJob Location : KwaZulu-Natal, DurbanDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Job Description Role overviewThis role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I). The Fund &...
-
Retentions Consultant
4 weeks ago
Durban, South Africa Telesure Investment Holdings Full time**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...
-
Retention Consultant: Budget Insurance
3 weeks ago
Durban, South Africa Telesure Investment Holdings Full time**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...
-
Team Lead: Sales
3 weeks ago
Durban, South Africa Telesure Investment Holdings Full time**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...
-
Insurance Administrator
2 weeks ago
Durban North, South Africa JMMC Staffing Solutions (Pty) Ltd Full timeOur client based in Durban North is seeking to employ an Administrator. General Administration of the office includes: - Answering the telephone - Analysis Clients’ Portfolios - New business quotations underwriting requirements and follow - through to acceptance - Administration with regards to Life Assurance, Medical, Gap Cover, Investments and...
-
Finance Administrator
6 days ago
Durban, South Africa The Brazilia Group Full timeWe are looking for a Finance Administrator to organize our company’s day-to-day accounting procedures. Finance Administrator responsibilities include maintaining records for all transactions, preparing monthly and quarterly financial reports and processing reimbursements. If you have a background in Finance and knowledge of bookkeeping activities, we’d...
-
Estates Administrator D
2 weeks ago
Durban, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To ensure that deceased estates are onboarded, administered and finalised professionally, efficiently and effectively in terms of the...
-
Administrator
2 weeks ago
Durban, South Africa Health Solutions Full time**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...
-
Financial Administrator Ii
1 week ago
Durban, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide financial administration support to the business unit by maintaining accurate records for all financial transactions and managing...
-
Finance Administrator
1 week ago
Durban, KwaZulu-Natal, South Africa Signa Opportunity Full timeAbout the Role:We are looking for a Finance Administrator to organize our companys day-to-day accounting procedures.Finance Administrator responsibilities include maintaining records for all transactions, preparing monthly and quarterly financial reports and processing reimbursements, the position is suitable for someone with a background in Finance and...
-
Junior Executive Client Administrator
4 weeks ago
Durban, South Africa RJPersonnel Full time2years - Understand, execute and manage intermediary services as defined by the FAIS act. - Prepare reports and correspondence, typing, data capturing and CRM; - Liaison with service providers, instructions to and management of their execution; - Keeping and execution of minutes, in meetings, conference calls or in client consultation; - Review and maintain...