Investment Administrator Pietermaritzburg, Kwazulu

2 weeks ago

Pietermaritzburg, South Africa PSG Konsult Ltd. Full time

**Designation**:

Investment Administrator | Pietermaritzburg, Kwazulu Natal

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

08 Aug 2023

**Reference Number**:

PSG-DW-VAC0196

**Closing date**:

22 Aug 2023

**Position Type**:

Permanent

**Location**:

Pietermaritzburg Cas

**Overview**:
**VACANCY | INVESTMENT ADMINISTRATOR | PIETERMARITZBURG, KWAZULU NATAL | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
**Responsibilities**:

- Prepare and implement investment proposals
- Portfolio switches, rebalances, withdrawals, investment allocations
- Handle and solve client queries
- Maintain CRM System
- Work closely with Financial Adviser

***Minimum requirements**:

- Completed Bachelor of Commerce / Diploma in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management
- Completed RE5
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office - Advanced MS Excel)

**Competencies required**:

- Customer services skills
- Problem solving skills
- Attention to detail
- Completed Bachelor of Commerce / Diploma in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management
- Completed RE5
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office - Advanced MS Excel)

**How to apply**:

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